01:00:28

Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds Stocks

01:04:34

Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value

01:01:12

Value After Hours S05 E21: Justin Carbonneau and Jack Forehand on What Factors Work in the Market

01:00:39

Value After Hours S05 E20: Jeff Weniger on Value v Growth, Housing, and the 70s Stock Market Crashes

01:00:39

Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett

01:02:37

Value After Hours 05 18: Michael Kao, Urban Kaoboy; Alpha with Asymmetry; Capital Structure Arb

01:00:34

Value After Hours 05 17: Value Stock Geek on Deep Value, Hindenburg on Icahn, Regional Bank Canary

01:11:10

Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed

01:01:56

Value After Hours S05 E15: Buffett's Japan Carry Trade, Simple Rules allow for Emergent Behavior

01:01:07

Value After Hours S05 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% Rule

01:00:13

Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and Recession

01:02:36

Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of Value

01:02:05

Value After Hours S05 E11 Behavioral Errors, The Art of Learning and Yield Curve Inversion

59:56

Value After Hours S05 E10 Special Silicon Valley Bank Run Edition; Gribbin's Ice Age on Milankovitch

01:02:12

Value After Hours S05 E09: Stock Market and Real Estate Crashes, Energy, Mortgages and Credit

01:00:36

Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing Slowdown

59:54

Value After Hours S05 E07: Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s inflation

57:49

Value After Hours S05 E06: Parkinson's Law, Value 92nd Percentile Cheap, Just Buy $AAPL?

59:26

Value After Hours S05 E05: Value Spread Wide, Forward Earnings Rolling Over, Soft Landings

01:01:13

Value After Hours S05 E04: Value Beaten in January, Bears and Rate Cuts, Richard Hamming's Research

01:00:04

Value After Hour: S05 E03 3-10 Prophecy Fulfilled, Centralia Coal Fires and Inflation, Tech Layoffs

01:00:09

Value After Hours S05 E02: 2022 Year in Review, The Inner Game, Value Spreads and the 3/10 Inversion

01:01:01

Value After Hours S05 E1: 2023 Predictions, Market Crashes, Small Value, Don't Make Predictions

01:01:37

Value After Hours S04 E44: Small Value, 10-3 Steepest Ever, Invisible Present, $HD Home Depot

56:07

Value After Hours: S04 43: Journalytic Launch, 10-3 Inversion and Recessions, SBF and FTX GTFO

01:00:13

Value After Hours: S04 42: Cheap Value, Apoptosis, One of the Most Serious Podcasts in the World

01:00:00

Value After Hours S04 41: Fortune Favors the Brave, Asteroid Mining, Tech Layoffs + GOOG Activism

58:55

Value After Hours S04 40: The Buffett Indicator, Small Quality Value, Risk and Crashes

01:00:19

Acquirers Podcast: Vincent Daniel and Porter Collins from Seawolf on Energy, Inflation and the Fed.

01:00:58

Value After Hours 04 38: No Panic, Value Investing in the 70s, 10-3 Treasury Inversion, Pace Layers

01:00:51

Value After Hours 04 37: Cathie Wood and Charles Akre, Ten Things That Derail Peter Leydon's Future

01:01:43

Value After Hours 04 36: Analysts Predicting Growth, Peter Leydon Futurism, Letter to the Fed

01:00:07

Value After Hours 04 35: Predicting Growth, Dalio Steps Down, Musk $TWTR On, $AMZN Retrospective

59:30

Value After Hours S04 E34: Build-a-Bear Workshop; The Gini Coefficient; and Graham on Margin

59:41

Value After Hours S04 E33: Equity Duration & Inflation, The Nifty Fifty, and Vermeer Fakes

01:00:06

Value After Hours S04 E32: Tera-Caps and Tech Outperformance; The Price of Time;

01:00:40

Value After Hours S04 E31: Crypto Bankruptcies, Pacific Crest Through-Hiking, Small Caps are Due

01:00:06

Value After Hours S04 E30: The Long Way; $SPY Bull, Bear, Basic and Benign Return Paths

01:00:07

Value After Hours S04 E29: The Boring 20s, Burry Sells All But Prisons, Value and Interest Rates

52:59

Value After Hours S04 E28: Wide Value Spread, Einhorn on Value, Aggregate in Aggregate

01:00:27

Value After Hours S04 E27: Small Value is Quality, Energy in Food, Financials and the Consumer

47:56

Value After Hours S04 E26: Market valuation, Historical Bears and Artificial Intelligence

43:27

Value After Hours S04 E25: Musk over with $TWTR, Oil and Power, Buffett Buys More $OXY

59:54

Value After Hours S04 E24: The Value Run Over? Ed Thorpe on Markets and Life, Buffett Buys More $OXY

01:00:37

Value After Hours S04 E23: Bear Markets, Acquirers Multiple and Net Nets; Buffett's See's Letter

58:23

Value After Hours S04 E22: Quality, Cotton-Eye Joe Market, Markets in TurmOIL! and Metal Detection

01:00:36

Value After Hours S04 E21: Chesterton's fence; When quality fails; Inflation, Data and Predictions

59:43

Value After Hours S04 E20: Scouts vs Soldiers, $RH, Macro Crashes, Cheap Tech and Commodities

01:01:29

Value After Hours S04 E19: NYSE Opening Bell, The Iron Worm, Retail Apocalypse, Crash or Megabear?

01:00:53

Value After Hours S04 E18: Warren Buffett v Cathie Wood, Small Cap Value and Growth, Dopamine

01:00:24

Value After Hours S04 E17: Warren Buffett and Charlie Munger's Berkshire Hathaway Meeting in Omaha

58:25

Value After Hours S04 E16: Value Undervalued, Ten-Year Treasury Vertical and Antagonistic Pleiotropy

59:47

Value After Hours S04 E 15: How Warren Buffett Negotiates a Deal, Charlie Munger on $BABA, NCR Tech

59:49

Value After Hours S04 E14: Elon Musk $TWTR Activism, Joel Greenblatt on Acquirers, Hitting Science

59:22

Value After Hours S04 E13: Graham's Take on Book Value, 10-2 Treasury Inversion, and Infinity

59:47

Value After Hours S04 E12: Buffett and $Y, and $OXY; Oil, Nickel, Wheat and Commodities Go Nuts

01:01:51

Value After Hours S04 E11: AAII Bulls vs Bears vs Fear/Greed, Stagflation, The Surrender Experiment

01:01:07

Value After Hours E04 E10: Weird Moves, Weird Market; Fimbulwinter v Ragnarok; Nuclear War

01:03:19

Value After Hours S04 E09: Devolution of Returns by Decade, Change to Acquirers Multiple, Calloway

01:01:52

Value After Hours S04 E08: $FB Facebook, Bull Russia, The Outside View, Camels