VALUE: After Hours (S06 E10): Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Christopher Bloomstran discuss: China’s Demographic Timebomb Market Frothiness: A 2021-Like Bubble Low-Debt, High-Yield Strategy: Beating the S&P 500 with Selective Investing The Hidden Cost of Share Repurchases: Are Investors Getting a Raw Deal? Buffett’s Cash … Read More

Is Bitcoin a Bubble? The Ski Jump Price Pattern

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During their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Jonathan Treussard discussed Is Bitcoin a Bubble? The Ski Jump Price Pattern. Here’s an excerpt from the episode: Tobias: Just to pick up on something that we were talking about before. So, I said the dragon king … Read More

Test Your Investment Beliefs

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During their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Jonathan Treussard discussed Test Your Investment Beliefs. Here’s an excerpt from the episode: And then I talk about purpose, which is, forget what the money is is for. Let’s start talking about what is this money about. … Read More

VALUE: After Hours (S06 E08): Vixologist Jim Carroll on the VIX, Vol, 0DTE Options and Burgelman’s Trap

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In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Jim Carroll discuss: VIX Explained: Demystifying the Stock Market’s “Fear Index” Burgelman’s Trap: Identifying Flywheel Businesses for Sustainable Growth Be Careful What You Wish For: Risks of Fed Rate Cuts The Casino-fication of the Market: … Read More

Discernment and Propaganda on Wall Street

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During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Trainer discussed Discernment and Propaganda on Wall Street. Here’s an excerpt from the episode: David: So, yeah, for me, I think when we struggle a lot so much right now in society in general, it’s like, are … Read More

VALUE: After Hours (S06 E07): New Constructs’ David Trainer on Forensic Accounting Analysis, AI and ML

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In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and David Trainer discuss: Discernment and Propaganda on Wall Street Wall Street’s Love Affair with Roll-Ups: Profit or Pitfall? Understanding the “Kitchen Sink” Effect: When Companies Underreport Cash Flow Beyond the Rockets and Robots: Unveiling Potential … Read More