Tag Archive

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Cathie Wood Says AI Could Lead To 50% GDP Growth. Here’s an excerpt from the episode: Tobias: We got Cathie Wood’s predicting. So, I get how she’s going to do 30% to 50% a year. … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Cathie Wood: AI Could Lead To 50% GDP growth Crash or Megabear? Retail Apocalypse Investing Lessons From The Iron Worm Intangibles Meeting Atoms Cash Is Trash A Recession May Be Around The … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Investing Implications Of Dopamine. Here’s an excerpt from the episode: Jake: All right. This segment comes from, I finished recently reading this book called Behave by Robert Sapolsky. He’s a professor at Stanford, who teaches … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed It’s No Sin To Buy Something And Sell It Lower. Here’s an excerpt from the episode: Tobias: Yes, [laughs] It’s less relevant to me, because I already have as Jake likes to say, I have … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed You Should Expect To Be Down 50% At Some Stage. Here’s an excerpt from the episode: Tobias: Which is one of the other things we were talking about before we came on. Berkshire Hathaway is … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Don’t Hold Cash Waiting For The ‘Right Time’. Here’s an excerpt from the episode: Tobias: I’ve got lots of people reach out and say, “I’ve been holding a whole lot of cash. There is this … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Avoiding Social Media When There’s Panic In Markets. Here’s an excerpt from the episode: Jake: [crosstalk] I think it’s very insightful there with the short-termism that creeps in, because I think as you’re taking this … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Warren Buffett vs Cathie Wood. Here’s an excerpt from the episode: Jake: Because even somebody like Cathie Wood, if she was less boisterous, obviously, not making the comment she’s made and it was just that … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed During Drawdowns – Add A New Position Or Buy More Of What You Have?. Here’s an excerpt from the episode: Ian: Maybe a good place to start and I’ll pose this question to Jake first. … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Don’t Break Your Own Investing Rules. Here’s an excerpt from the episode: Ian: Yeah. Maybe a couple of things that I also wrote down were some keeping track of some of the unforced errors I … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed The Market Loves To Destroy Hubris. Here’s an excerpt from the episode: Ian: I find with investing especially, I think, we talked about before we came on live. I think this industry and finance and … Read More

In their latest episode of the VALUE: After Hours Podcast, Ian Cassel, Jake Taylor, and Tobias Carlisle discuss: The Market Loves To Destroy Hubris Warren Buffett vs Cathie Wood During Drawdowns – Add A New Position Or Buy More Of What You Have? Keep Track Of Your Unforced Errors One … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Charles Munger: Best Quotes From The Berkshire Meeting. Here’s an excerpt from the episode: Jake: Yeah. My favorite quote from the meeting, let me pull this up, so that I don’t– I don’t know … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Negotiating Munger Style. Here’s an excerpt from the episode: Tobias: They had some interesting stories. I like the fact that Charlie couldn’t remember one of the stories that he had told Buffett, Buffett had … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed What Berkshire’s 10Q Revealed. Here’s an excerpt from the episode: Jake: Let’s go back to Berkshire a little bit. I thought it might be interesting. This is as close as we’re going to get … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Key Takeaways From The Berkshire Meeting. Here’s an excerpt from the episode: Tobias: What was your like big ticket item? The thing that you took away like, the thing that you just hammer into … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Key Takeaways From The Berkshire Meeting Charles Munger: Best Quotes From The Berkshire Meeting Negotiating Munger Style What Berkshire’s 10Q Revealed Don’t Double Down When Your Stock Drops ‘Buying The Dip’ Doesn’t … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Fragility Everywhere. Here’s an excerpt from the episode: Tobias: “How long until we think the supply chain starts to heal? We’ll build more homes, and that’ll slow the craze.” I don’t know. A while, … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Tesla On Path To Dominate S&P 500 By 2030. Here’s an excerpt from the episode: Tobias: There’s a presentation doing the rounds that predicts Tesla will be a very significant part of the S&P … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Bubbles Are Rational. Here’s an excerpt from the episode: Bill: My buddy said that, “It’s so algo driven now that if he puts in an actual bid, he can watch the entire market respond … Read More