Beyond Logic: Exploring the Limits of Left-Brain Thinking

Johnny HopkinsPodcastsLeave a Comment

During their recent episode, Taylor, Carlisle, and Morgan discussed Beyond Logic: Exploring the Limits of Left-Brain Thinking, here’s an excerpt from the episode: Tom: It’s a conclusion of world changing importance for me, which is, essentially, we are imbalanced towards the brain’s left hemisphere. So, his first book, well, not … Read More

The Power of Weirdness: Embracing Your Unique Path

Johnny HopkinsPodcastsLeave a Comment

During their recent episode, Taylor, Carlisle, and Morgan discussed The Power of Weirdness: Embracing Your Unique Path, here’s an excerpt from the episode: Tom: A tropism is a direction, I think, and holism just means holism. So, it’s a directional force towards holism. So, it’s like, evolution is always acting … Read More

VALUE: After Hours (S06 E20): Tom Morgan on McGilchrist’s Hemisphere Theory and the Hero’s Journey

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Tom Morgan discuss: Quantitative Finance and the Mantis Shrimp: Unlikely Connections The Power of Weirdness: Embracing Your Unique Path Beyond Logic: Exploring the Limits of Left-Brain Thinking Navigating Digital Connection in a Disconnected World Experience Matters: … Read More

Exploring Telic and Atelic Activities in Investing

Johnny HopkinsPodcastsLeave a Comment

During their recent episode, Taylor, Carlisle, and Cunningham discussed Exploring Telic and Atelic Activities in Investing, here’s an excerpt from the episode: Tobias: We’ve come up to the top of the hour. JT, you’ve done a lot of travel. Do you have a veggies? Victor: Here you go. [laughs] Tobias: … Read More

Best Lines From The 2024 Berkshire Meeting

Johnny HopkinsPodcastsLeave a Comment

During their recent episode, Taylor, Carlisle, and Cunningham discussed Best Lines From The 2024 Berkshire Meeting, here’s an excerpt from the episode: Tobias: One of the great lines from Charlie when they– I wish I knew the interview that it had come from, but he was sitting in a chair … Read More

Microcap Investing: Finding Diamonds in the Rough

Johnny HopkinsPodcastsLeave a Comment

  During their recent episode, Taylor, Carlisle, and Claremon discussed Microcap Investing: Finding Diamonds in the Rough, here’s an excerpt from the episode: Ben: Yeah. The first thing I hear from people is that this is just pure adverse selection, that anything that was good enough to grow out of … Read More

The Cockroach Portfolio

Johnny HopkinsPodcastsLeave a Comment

During their recent episode, Taylor, Carlisle, and Buck discussed The Cockroach Portfolio, here’s an excerpt from the episode: Jason: Exactly. No lube. So, basically, my partner, Taylor Pearson and I built exactly what we wanted for ourselves and our families, and then we just opened it up to outside investors. … Read More

The Religious Wars of Investing

Johnny HopkinsPodcastsLeave a Comment

During their recent episode, Taylor, Carlisle, and Buck discussed The Religious Wars of Investing, here’s an excerpt from the episode: Jason: That’s obscene. Exactly. It comes around– I haven’t flushed this out, so give me some grace on this. Toby, like you’re saying, 200 years, maybe worse than 200 years, … Read More

How the Four-Quadrant Model Simplifies Asset Allocation

Johnny HopkinsPodcastsLeave a Comment

https://youtu.be/P6n7aFYUkk4During their recent episode, Taylor, Carlisle, and Buck discussed How the Four-Quadrant Model Simplifies Asset Allocation, here’s an excerpt from the episode: Tobias: The four quadrants, I want to learn a little bit more about that too. You don’t need to predict what area you’re in. You’re always keeping a … Read More

VALUE: After Hours (S06 E17): Jason C. Buck on the Mutiny Fund, the Cockroach Portfolio and Volatility

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Jason Buck discuss: The Impact of Moneyball Strategy Across Different Sports and Financial Markets How the Four-Quadrant Model Simplifies Asset Allocation The Religious Wars of Investing The Cockroach Portfolio How AI Enhances, Not Replaces, Human … Read More

Avoiding Growth Traps & Value Traps

Johnny HopkinsPodcastsLeave a Comment

During their recent episode, Taylor, Carlisle, and Ashton discussed Avoiding Growth Traps & Value Traps, here’s an excerpt from the episode: Tobias: Zeke, let me just go back to something you said earlier. You said you were trying to– There were growth traps as well as value traps. Just define … Read More