Tag Archive

During their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Generating Alpha With Asymmetry. Here’s an excerpt from the episode: Michael: Long story short, during my years at Canyon, they let me have the ball and run with it. I had this idea of creating … Read More

During their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Oil/Inflation/USD-Clash of the Titans – Fed vs OPEC+. Here’s an excerpt from the episode: Michael: At some point, I do think that there is the risk that we have a very sustained period of high … Read More

During their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Millions Will Lose Jobs. Here’s an excerpt from the episode: Jake: Right. And so, you end up in a very low trust environment at that point, because no one can trust each other longer than … Read More

During their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Warren Buffett Prefers Preferred Stock. Here’s an excerpt from the episode: Jake: Michael, what do you think about Buffett? He tended to do a lot more preferreds during that time period than just purely long … Read More

In their latest episode of the VALUE: After Hours Podcast, Michael Kao, Jake Taylor, and Tobias Carlisle discuss: Warren Buffett Prefers Preferred Stock Oil/Inflation/USD-Clash of the Titans – Fed vs OPEC+ Millions Will Lose Jobs Generating Alpha With Asymmetry When Inflation Gets Out Of Control Finding The Fulcrum Security After … Read More

During their latest episode of the VALUE: After Hours Podcast, VSG, Taylor, and Carlisle discuss Diversify Your Holdings Using The Weird Portfolio. Here’s an excerpt from the episode: Tobias: How does The Weird Portfolio deal with something like this? What’s the thinking behind The Weird Portfolio? VSG: So, the thinking … Read More

During their latest episode of the VALUE: After Hours Podcast, VSG, Taylor, and Carlisle discuss Is It Wise To Take On Carl Icahn?. Here’s an excerpt from the episode: Tobias: So, first cab off the rank IEP. Have you taken a look at IEP? You ever taken a look at … Read More

During their latest episode of the VALUE: After Hours Podcast, VSG, Taylor, and Carlisle discuss The Gambler Who Cracked the Horse-Racing Code. Here’s an excerpt from the episode: Jake: All right. So, this week is entitled The Gambler Who Cracked the Horse-Racing Code. I always love these kind of gambling … Read More

During their latest episode of the VALUE: After Hours Podcast, VSG, Taylor, and Carlisle discuss Warren Buffett’s Never-Sell Strategy. Here’s an excerpt from the episode: Tobias: I think that’s part of Buffett’s success has been– Aside from the fact that he’s done pretty well picking them, he just doesn’t sell … Read More

In their latest episode of the VALUE: After Hours Podcast, Value Stock Geek (VSG), Jake Taylor, and Tobias Carlisle discuss: Warren Buffett’s Never-Sell Strategy The Gambler Who Cracked the Horse-Racing Code Is It Wise To Take On Carl Icahn? Diversify Your Holdings Using The Weird Portfolio Siegel vs Bloomstran On … Read More

During their latest episode of the VALUE: After Hours Podcast, Harvey, Taylor, and Carlisle discuss Yield Curve Recession Indicator Has Correctly Picked 8 For 8. Here’s an excerpt from the episode: Tobias: For those guys who’ve just come in late, it’s Cam Harvey, the creator, the inventor, the discoverer of … Read More

During their latest episode of the VALUE: After Hours Podcast, Harvey, Taylor, and Carlisle discuss Inverted Yield Curve Upending Banks Business Model. Here’s an excerpt from the episode: Campbell: Right. So, let me go to another factor that I mentioned and that was the financial system. I said that it … Read More

During their latest episode of the VALUE: After Hours Podcast, Harvey, Taylor, and Carlisle discuss The Fed’s Strategy Is An Own Goal. Here’s an excerpt from the episode: Campbell: Let me also say that, if we do go into recession– I’ve called this the Fed strategy, an own goal. [Jake … Read More

During their latest episode of the VALUE: After Hours Podcast, Harvey, Taylor, and Carlisle discuss How Cam Harvey Invented The Yield Curve Inversion. Here’s an excerpt from the episode: Campbell: -on the whole idea? It’s hilarious now, but in real time, it wasn’t. So, I’m a first-year master student and … Read More

In their latest episode of the VALUE: After Hours Podcast, Cam Harvey, Jake Taylor, and Tobias Carlisle discuss: How Cam Harvey Invented The Yield Curve Inversion The Fed’s Strategy Is An Own Goal How An Inverted Yield Curve Impacts Banks Yield Curve Recession Indicator Correctly Picked 8 For 8 Is … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Obesity Pills & Junk Food. Here’s an excerpt from the episode: Bill: How I feel about the market bringing it back to that– Jake: Yeah. Bill: I think there are probably opportunities in small. I … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Never-Sell Done Right. Here’s an excerpt from the episode: Tobias: My topic today is, I’m going to talk about that a little bit– There’s been a few tweets and papers around recently that show that … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Simple Rules – Intelligent Behavior/Complex Rules – Dumb Behavior. Here’s an excerpt from the episode: Tobias: JT, you want to give us your veggies? Jake: Yes. Tobias: Welcome Bill back? Jake: Let’s do it. Bill: … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett’s Japan Carry Trade. Here’s an excerpt from the episode: Tobias: We haven’t talked about Buffett buying– Was it 2017? He’s bought five of the Japanese trading companies that are– They all have thousands … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Warren Buffett’s Japan Carry Trade Simple Rules – Intelligent Behavior/Complex Rules – Dumb Behavior Never-Sell Done Right Buffett: Paramount – “It Isn’t Fundamentally That Good A Business” Working From Home Has Caused … Read More