Tag Archive

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Operation Twist: Can It Help Equity Prices?. Here’s an excerpt from the episode: Tobias: -in the 30-year bonds and all of the commercial credit has been amazing. I think Meb’s been posting about it a … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Contrarian Optimism: The Secret to Outperforming the Market. Here’s an excerpt from the episode: Jake: Then Kevin’s last point, which is probably my favorite is that, he says that the market rewards optimism. And so, … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Logical Conclusion of Fundamental Analysis is a Hold Forever Period. Here’s an excerpt from the episode: Jake: Okay. Second item to note from Kevin’s paper is the logical conclusion of fundamental analysis is a hold … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Ben Graham Doesn’t Get Enough Credit For His Work On Quantitative Value Investing. Here’s an excerpt from the episode: Jake: Yeah. So, Kevin, just to give some context for everyone else, Kevin’s a professor of … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Bill Brewster discuss: Ben Graham Doesn’t Get Enough Credit For His Work On Quantitative Value Investing Logical Conclusion of Fundamental Analysis is a Hold Forever Period Contrarian Optimism: The Secret to Outperforming the Market Operation … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Zach Abraham discussed Pollyannaish Thinking About the Impact Of Interest Rates. Here’s an excerpt from the episode: Zach: Yeah. Maybe that’s the way this goes, right? Maybe it’s a wave hits this and a wave … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Zach Abraham discussed Market Setting Up for Lower for Longer. Here’s an excerpt from the episode: Zach: It’s just wild the way that you watch these things unfold. I just think that’s why I think … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Zach Abraham discussed Stocks Have Become Pokémon Cards. Here’s an excerpt from the episode: Zach: I don’t want to be hyperbolic at all, but I think in a lot of ways, personally, I started running … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor and Tobias Carlisle are joined by special guest Zach Abraham to discuss: Stocks Have Become Pokémon Cards Market Setting Up for Lower for Longer The Pollyannaish Thinking About the Impact of Rising Interest Rates Investor’s Lament: Selling Stocks … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Juan Torres discussed Reducing Type 1 Errors Significantly Improves Your Investment Performance. Here’s an excerpt from the episode: Tobias: JT, have you got some veggies for us today? Jake: I do. Before I get into … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Juan Torres discussed Why is it difficult to recreate a successful business in another country?. Here’s an excerpt from the episode: Jake: One thing that I’ve wondered about and bothers me is when we’re trying … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Juan Torres discussed How to Invest in China Despite Political Risks. Here’s an excerpt from the episode: Tobias: How do you approach China? Because it looks like there are lots of names that are cheap … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Juan Torres discussed Value Investing in Emerging Markets: Opportunities in Uncertainty. Here’s an excerpt from the episode: Juan: Do you guys think that many successful investors start their career looking for the cigar butts on … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor and Tobias Carlisle are joined by special guest Juan Torres to discuss: Value Investing in Emerging Markets: Opportunities in Uncertainty How to Invest in China Despite Political Risks What Makes the US a Uniquely Fertile Ground for Startups? … Read More

During their latest episode of the VALUE: After Hours Podcast, Trainer, Taylor, and Carlisle discussed Investors Have Too Much Focus On The ‘r’ In (1+ r)^n. Here’s an excerpt from the episode: Jake: So, that’s what we’re going to get into now, more specifically, is this tuatara. They’re endemic to … Read More

During their latest episode of the VALUE: After Hours Podcast, Trainer, Taylor, and Carlisle discussed Mauboussin’s Valuation Approach: A Way to Avoid Overvalued Stocks. Here’s an excerpt from the episode: David: Like, with Nvidia, give them a margin that is 15 basis points, I’m sorry, 15 percentage points higher than … Read More

During their latest episode of the VALUE: After Hours Podcast, Trainer, Taylor, and Carlisle discussed Tesla’s Embedded Assumptions: What Investors Need to Know. Here’s an excerpt from the episode: David: I think Tesla’s a meme stock. I think Netflix is a meme stock. Tobias: Let’s talk about Tesla. Do you … Read More

During their latest episode of the VALUE: After Hours Podcast, Trainer, Taylor, and Carlisle discussed ChatGPT: Is It A Mass Plagiarism Machine Or A Real Advance In Machine Learning?. Here’s an excerpt from the episode: Tobias: Not looking good for the old NFT searches though. I checked the Google search … Read More

In their latest episode of the VALUE: After Hours Podcast, David Trainer, Jake Taylor, and Tobias Carlisle discuss: ChatGPT: Is It A Mass Plagiarism Machine Or A Real Advance In Machine Learning? Tesla’s Embedded Assumptions: What Investors Need to Know Mauboussin’s Valuation Approach: A Way to Avoid Overvalued Stocks Investors … Read More