In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Dave Collum discuss: What’s Wrong with the Markets? The Case-Shiller PE and Valuation Distortions Why the Bull Case Was So Powerful The Bear Case: What Happens When the Tailwinds Reverse Michael Green, Flows, and the … Read More
VALUE: After Hours (S07 E17): Jake’s Veggies: Cantillon Effects and Eutrophication
During their recent episode, Taylor, Carlisle, Schwartz and Hanauer discussed Jake’s Veggies: Cantillon Effects and Eutrophication. Here’s an excerpt from the episode: Jake: Yes, sir, Happy to do it. Tobias: Market fellas, it’s 32 minutes past the hour. [chuckles] No, it’s two minutes past the hour. What am I talking … Read More
VALUE: After Hours (S07 E05): Michael Gayed on Leading and Lagging Indicators, Small Caps, Inflation, Big Tech
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Michael Gayed discuss: Tech Dominance Is Breaking the Market Cycle Are Markets Just a Casino Now? Big vs. Small: How Business Size Shapes Survival & Success Luck vs. Skill in Investing: Why There Are No … Read More
Warren Buffett: The Investor’s Misery Index
Here’s a great excerpt from Warren Buffett’s 1979 Berkshire Hathaway Shareholder Letter in which he illustrates the impact that inflation can have on an investor’s returns, using what he calls – “the investor’s misery index”, saying: To better understand the implications of digital asset management, I recently explored the use … Read More