Tag Archive

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Soft Landing Or Big Flush Coming? Here’s an excerpt from the episode: Tobias: I don’t want to misquote Chanos here, but he said something like he never seen a market bottom as high as this … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Where Are All The Bankruptcies? Here’s an excerpt from the episode: Tobias: Yeah, that’s a good idea. Well, I was going to say I saw Chanos– Chanos said that the market had never bottomed this … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Which Industries Will ChatGPT Disrupt? Here’s an excerpt from the episode: Bill: A short idea I saw on Twitter, somebody just threw it out and I think it’s pretty interesting to think on is Chegg. … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Which Industries Will ChatGPT Disrupt? Where Are All The Bankruptcies? Soft Landing Or Big Flush Coming? Who’s Winning The Streaming War? Investing Lessons From Richard Hamming – You And Your Research Animal … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Housing Crisis Porn. Here’s an excerpt from the episode: Tobias: There’s some great housing crash porn on YouTube. You can go down a rabbit hole there. I’ve gone right down that rabbit hole. According to … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss How Did Apple Avoid Layoffs?. Here’s an excerpt from the episode: Tobias: I couldn’t tell you. I didn’t dig that deeply into it. I just saw it very quickly in a tweet and had a … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Market’s Real Cheap. Here’s an excerpt from the episode: Tobias: -I was trying to make was that there is always a reason to be scared in the market. And on the other hand, we’ve … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Do You Deserve Equity Returns?. Here’s an excerpt from the episode: Tobias: Yeah, I think so too. The article from Intrinsic Investing, Sean Stannard-Stockton, those guys, I just thought it was an interesting idea. The … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Do You Deserve Equity Returns? The Market’s Real Cheap 3-10 Prophecy Fulfilled How Did Apple Avoid Layoffs? Housing Crisis Porn Centralia Mine Fires Teach Us About Inflation Is 1970s-Style Inflation Coming Back? … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Big Decade For Commodities Ahead. Here’s an excerpt from the episode: Tobias: If you look back the historical– So, late 1990s was tech and then first decade of the 2000s was value, which was probably … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Inner Game – Managing Your Negative Mindset. Here’s an excerpt from the episode: Jake: Okay. Let’s change gears now and talk about the Inner Game of Tennis. This is W Timothy Gallwey’s book. And … Read More

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