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Latest episodes of the podcast The Acquirers Podcast
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Value After Hours 05 18: Michael Kao, Urban Kaoboy; Alpha with Asymmetry; Capital Structure Arb
15/05/2023
Value After Hours 05 17: Value Stock Geek on Deep Value, Hindenburg on Icahn, Regional Bank Canaries
08/05/2023
Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed
01/05/2023
Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior
24/04/2023
Value After Hours S05 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% Rule
17/04/2023
Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and Recession
10/04/2023
Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of Value
03/04/2023
Value After Hours S05 E11 Behavioral Errors, The Art of Learning and Yield Curve Inversion
27/03/2023
Value After Hours S05 E10 Special Silicon Valley Bank Run Edition; Gribbin's Ice Age on Milankovitch
20/03/2023
Value After Hours S05 E09: Stock Market and Real Estate Crashes, Energy, Mortgages and Credit
13/03/2023
Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing Slowdown
06/03/2023
Value After Hours S05 E07: Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s inflation
27/02/2023
Value After Hours S05 E05: Value Spread Wide, Forward Earnings Rolling Over, Soft Landings
13/02/2023
Value After Hours S05 E04: Value Beaten in January, Bears and Rate Cuts, Richard Hamming's Research
06/02/2023
Value After Hour: S05 E03 3-10 Prophecy Fulfilled, Centralia Coal Fires and Inflation, Tech Layoffs
30/01/2023
Value After Hours S05 E02: 2022 Year in Review, The Inner Game, Value Spreads and the 3/10 Inversion
23/01/2023
Value After Hours S05 E1: 2023 Predictions, Market Crashes, Small Value, Don't Make Predictions
16/01/2023
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