During their recent episode, Taylor, Carlisle, and Michael Gayed discussed Tech Dominance Is Breaking the Market Cycle. Here’s an excerpt from the episode: Michael: No, no, that’s good, actually. So, let’s play with this. Jake: Confirm my priors, please. [laughter] Michael: Right. Misery loves company, especially in podcasts. Okay, let’s … Read More
America’s Obsession with Hype: Growth Fantasies, Meme Stock Mania, and Bitcoin Fever
During their recent episode, Taylor, Carlisle, and Dan Rasmussen discussed Is the America’s Obsession with Hype: Growth Fantasies, Meme Stock Mania, and Bitcoin Fever. Here’s an excerpt from the episode: Tobias: Given that it’s been a long time since value’s really driven the markets, why do you think that would– … Read More
Why Value Investing Struggles in Manias
During their recent episode, Taylor, Carlisle, and Jason Buck discussed Why Value Investing Struggles in Manias. Here’s an excerpt from the episode: Tobias: The S&P500 value has had this record setting nosedive while everything else has been taking off. I don’t understand. Why can’t value participate in one of these … Read More