Tag Archive

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Biggest Surprises Of 2022. Here’s an excerpt from the episode: Tobias: Let’s change directions a little bit. Good one from Samson. “What surprised you the most in 2022??” I think that’s a good one. We … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss 60% Forward Returns For Value. Here’s an excerpt from the episode: Tobias: I just went through it. There’s a few sites to look at. AQR, Cliff had a post dated 31 December. They have market … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: 60% Forward Returns For Value The Inner Game – Managing Your Negative Mindset Biggest Surprises Of 2022 Big Decade For Commodities Ahead Why Small-Caps Are So Cheap Time To Short Consumer Staples … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Bill Miller Shorts Tesla Here’s an excerpt from the episode: Tobias: Samson says that Bill Miller has a short on Tesla. That’s very un-Bill Miller like, isn’t it? Bill: Oh, I heard Bill Miller’s portfolio is really … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss ARKK Flat For Past 5 Years. Here’s an excerpt from the episode: Tobias: This is another thing we were talking about before we came on, but do you think that the flows to something like … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett: You Don’t Have To Make It Back The Way You Lost it. Here’s an excerpt from the episode: Jake: Yeah. I don’t know the answer. I’ve wondered if it would be a useful model … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Our 2023 Predictions. Here’s an excerpt from the episode: Jake: Okay. So, with that out of the way, happy birthday, Charlie. This is inspired by Jason Zweig, had a recent writeup that he called his Hindsight … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Our 2023 Predictions Warren Buffett: You Don’t Have To Make It Back The Way You Lost it ARKK Flat For Past 5 Years What Is The Economic Case For Self-Driving Cars? Bill … Read More

In their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss GMO: Deep Value Really Undervalued. Here’s an excerpt from the episode: Tobias: Do you want me to do the GMO paper? There’s just one interesting factoid from the paper that I just wanted to bring. … Read More

In their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss The Invisible Present. Here’s an excerpt from the episode: Jake: This one comes from, shoutout to my boy, Paul, in Ireland who sent me this article that’s from the Long Now Foundation, which we’ve done … Read More

In their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss The Genius Of Warren Buffett. Here’s an excerpt from the episode: Tobias: It’s interesting to watch someone like Buffett with Berkshire, because Berkshire has gone through lots of different cycles where it’s been loved and … Read More

In their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss 10-3 Steepest Ever. Here’s an excerpt from the episode: Tobias: This is not a whole topic, but the 10:3, the Treasury, the 10:3, either yesterday or Friday was the most inverted it’s been in the … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: 10-3 Steepest Ever GMO: Deep Value Really Undervalued Invisible Present The Genius Of Warren Buffett Every Generation Thinks Their ‘Latest Tech’ Will Last Forever Macro Investors Get Famous By Being Right Once … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss SBF And FTX GTFO. Here’s an excerpt from the episode: Tobias: I didn’t really know who SBF was, this is Sam Bankman-Fried, and FTX. I didn’t know who this guy was probably three weeks ago. … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss 10-3 Inversion and Recessions. Here’s an excerpt from the episode: Tobias: I like to check the 10:3 inversion every- Jake: Four minutes. [laughs] Tobias: -15 minutes or so. Jake: Yeah. Tobias: The 10:3, the most … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Cathie Wood Predicts Bitcoin To $1 Million By 2030. Here’s an excerpt from the episode: Tobias: Oh, the other thing was, I think this happened after the show, but Cathie Wood has called for bitcoin … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss the Journalytic Launch. Here’s an excerpt from the episode: Tobias: JT, you want to you want to take us away on the Journalytic journey? Jake: Yes, please. So, yeah, today– [crosstalk] Tobias: What is Journalytic? Jake: Well, … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Journalytic Launch Cathie Wood Predicts Bitcoin To $1 Million By 2030 10-3 Inversion and Recessions SBF And FTX GTFO No Bear Market Ends Before The Associated Recession Has Begun Demographics Look Bad … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value’s Cheap. Here’s an excerpt from the episode: Tobias: I got another EV/EBIT ratio update for you. Jake: Okay. How spread are we yet? Tobias: We are off from the highs, which was last month. … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Tesla Needs To Justify Valuation. Here’s an excerpt from the episode: Tobias: Yeah, there’s a lot of dip buyers out there. Actually, there’s some sad threads on Tesla. When I go through and have a … Read More