value investing podcast
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VALUE: After Hours (S04 E011): AAII Bulls vs Bears vs Fear/Greed, Stagflation, The Surrender ExperimentIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: This Is The Toughest Macro Environment Ever Charles Munger – Passi…
Being Inside A Nuclear Blast RadiusIn their latest episode of the VALUE: After Hours Podcast, Taylor, Hoffstein, and Carlisle discuss Being Inside A Nuclear Blast Radius. Here’s an excerpt from the episode: Jake:…
Ragnarok v Fimbulwinter MarketsIn their latest episode of the VALUE: After Hours Podcast, Taylor, Hoffstein, and Carlisle discuss Ragnarok v Fimbulwinter Markets. Here’s an excerpt from the episode: Corey: Ye…
Flow Is Still Into Risky AssetsIn their latest episode of the VALUE: After Hours Podcast, Taylor, Hoffstein, and Carlisle discuss Flow Is Still Into Risky Assets. Here’s an excerpt from the episode: Tobias: I…
Hard Times Create Strong MenIn their latest episode of the VALUE: After Hours Podcast, Taylor, Hoffstein, and Carlisle discuss Hard Times Create Strong Men. Here’s an excerpt from the episode: Corey: What …
VALUE: After Hours (S04 E010): Weird Moves, Weird Market; Fimbulwinter v Ragnarok; Nuclear WarIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Corey Hoffstein, and Tobias Carlisle chat about: Possible Fallout From The Russia/Ukraine Conflict What Will The …
Is Callaway Going To Be A Boom Stock?In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Is Callaway Going To Be A Boom Stock? Here’s an excerpt from the episode: Bill:…
Buffett: When Buybacks Are A Better Alternative Than Doing Something StupidIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Buffett: When Buybacks Are A Better Alternative Than Doing Something Stupid. He…
Updates To Acquirer’s Multiple ScreensIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Updates To Acquirer’s Multiple Screens. Here’s an excerpt from the episode: Tob…
Where Do Returns Really Come From?In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Where Do Returns Really Come From? Here’s an excerpt from the episode: Jake: Ok…
VALUE: After Hours (S04 E09): Where Do Returns Come From?, Changes to Acquirers Multiple, CallawayIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Where Do Returns Really Come From? Updates To Acquirer’s Multiple …
Facebook’s Metaverse Is A Giant Leap of FaithIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Facebook’s Metaverse Is A Giant Leap of Faith. Here’s an excerpt from the episo…
Investing Lessons From CamelsIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Investing Lessons From Camels. Here’s an excerpt from the episode: Jake: Yeah, …
Is Russia A Big Opportunity Right Now?In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Is Russia A Big Opportunity Right Now? Here’s an excerpt from the episode: Tobi…
The Importance Of Taking An Outside ViewIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss The Importance Of Taking An Outside View. Here’s an excerpt from the episode: T…
VALUE: After Hours (S04 E08): $FB Facebook, Bull Russia, The Outside View, CamelsIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Facebook’s Metaverse Is A Giant Leap of Faith The Importance Of Ta…
Munger Using Margin To Buy AlibabaIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Munger Using Margin To Buy Alibaba. Here’s an excerpt from the episode: Tobias:…
Basket Investing vs Idiosyncratic InvestingIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Basket Investing vs Idiosyncratic Investing. Here’s an excerpt from the episode…