In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value’s Best 50 Days Li Lu’s Amazing Journey Misinformation And Why We Should Stop Reading The ‘News’ Keith McCullough’s Quad 4 $QRATE vs $ZM Update The S&P 5 ARKK’s Taxi Market Estimate … Read More
Supply Chain Issues Everywhere
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Supply Chain Issues Everywhere. Here’s an excerpt from the episode: Tobias: But just that flood of money, I think that’s what made all of the asset prices run in a silly way. It’s also filtered … Read More
Mega Bear Market Coming?
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Mega Bear Market Coming? Here’s an excerpt from the episode: Tobias: I was just interested to know. We’ve talked about this a few times before. The smalls were the only kind of group that were … Read More
The ARKK, Tesla, Bitcoin Correlation
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss The ARKK, Tesla, Bitcoin Correlation. Here’s an excerpt from the episode: Tobias: If you pump asset prices up high enough, you’re going to get a bust eventually. They get to a point where they’re so … Read More
Is iPhone The Best Toll Road Ever Created?
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Is iPhone The Best Toll Road Ever Created? Here’s an excerpt from the episode: Jake: Let me try to ask a question, Bill. At any point in history, has there ever been a technology that … Read More
VALUE: After Hours (S04 E04): Markets in Turmoil! Growth vs Value Sell-offs, Gravity, $NFLX
In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Is iPhone The Best Toll Road Ever Created? Mega Bear Market Coming Netflix Gets Torched CAPE’s Predictivity Five Levels of Gravity The ARKK, Tesla, Bitcoin Correlation To Sell Or Never Sell The … Read More
Greenwald on Buffett’s Moats
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Greenwald on Buffett’s Moats. Here’s an excerpt from the episode: Tobias: Yeah, Greenwald. I’m always looking for a little hack for figuring out moats. I’ve never really seen a good one. I’ve never really seen … Read More
Lyapunov Time
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Lyapunov Time. Here’s an excerpt from the episode: Jake: Yeah, sure. [laughs] All right, so, this topic is called the Lyapunov time. That’s spelled L-Y-A-P-U-N-O-V. That was a Russian mathematician. This has to do with … Read More
Second Derivative Suffering
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Second Derivative Suffering. Here’s an excerpt from the episode: Tobias: It’s funny how hot all of these topics get. Someone reminded me that I had something nasty to say about beyond meat right at the … Read More
Defying Base Rates
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Defying Base Rates. Here’s an excerpt from the episode: Bill: I just think with base rates, I really think it’s got to be contextualized and especially, when you overlay the idea of such a few … Read More
VALUE: After Hours (S04 E03): Greenwald On Buffett’s Moats, Defying Base Rates, The Lyapunov Window
In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Defying Base Rates Second Derivative Suffering Lyapunov Time Greenwald on Buffett’s Moats Brewster On Chamath IEP, Berkshire, IAC, or Markel? Hedging At The Extremes Oil Is The Natural Interest Rate Sol Price … Read More
Cytokine Storms
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Cytokine Storms. Here’s an excerpt from the episode: Jake: Yeah. Let’s do cytokine storms first. Last time we talked about E. O. Wilson and this idea of group selection over just purely gene selection. It … Read More
Buffett’s Simple Valuation Metric On Coke $KO
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Buffett’s Simple Valuation Metric On Coke $KO. Here’s an excerpt from the episode: Tobias: There’s really nothing to this little Coke analysis. I just thought it was interesting. It’ll take me two seconds and then … Read More
Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But On Company Profits
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But On Company Profits. Here’s an excerpt from the episode: Tobias: There’re a lot of facts and figures in his little article. … Read More
Why Didn’t We All Just Buy $GOOG?
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Why Didn’t We All Just Buy $GOOG. Here’s an excerpt from the episode: Tobias: Let’s do the Google. Why didn’t we all just buy Google and go to the beach? I think I’ve heard people … Read More
VALUE: After Hours (S04 E02): Cytokine Storms, $GOOG Valuation, Buffett on Coke $KO, Vale Lou Simpson
In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Buffett’s Simple Valuation Metric On Coke $KO Why Didn’t We All Just Buy $GOOG Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But On Company Profits Cytokine … Read More
E O Wilson – Of Ants and Men
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss E O Wilson – Of Ants and Men. Here’s an excerpt from the episode: Jake: Yeah. Let’s jump into some E. O. Wilson. I don’t know. Are you guys familiar with him much? I don’t … Read More
Jeremy Grantham – My Sister’s Pension
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Jeremy Grantham – My Sister’s Pension. Here’s an excerpt from the episode: Tobias: Yeah. What I’ve generally observed is that for the most part– Well, this is easy to say because we’re at all-time highs … Read More
Value is the Widowmaker Trade
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Value is the Widowmaker Trade. Here’s an excerpt from the episode: Tobias: There’s nothing particularly stunning about this article. They’ve gone and interviewed a whole lot of fund managers and said, “What do you think’s … Read More
Warren Buffett Schools ARK’s Cathie Wood
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Warren Buffett Schools ARK’s Cathie Wood. Here’s an excerpt from the episode: Tobias: Let’s talk about Ark-Berkshire. Because Ark topped out at 156 bucks in February last year, and it closed out the year like … Read More