The Case for Value Investing with Tobias Carlisle

David Einhorn recently said that he thinks fundamental investing is broken. If he is right, there would certainly be significant long-term implications for value investing. We explored Einhorn's case in several of our episodes and so we thought that it was time we explored the other side of the argument and looked at the long-term case for value. And we couldn't think of anyone better to do that with than our good friend Tobias Carlisle. In this episode, we talk to Toby about the struggles of value and why he thinks they present a significant opportunity to long-term investors. We also discuss inflation, AI, what Berkshire will look like after Buffett and a lot more.

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[bradschultz]

Always great to hear from Toby Carlisle! Not only was his investing commentary solid, but I loved his biggest concern and biggest source of optimism at the end of the podcast. Thanks!

[stevew]

What bugs me (referring to the conversation before and after around the 53 minute mark) is the paper that shows exactly that: just backrest everything and don't try and make sense of it.

[gregorybainathsah]

Great episode! Really knowledgeable guest

[MichaeldeSousaCruz]

You know where inflation is going to go when you look at the Fed Funds Rate, because that is the rate of inflation 🤷‍♂️ I’ll keep telling you guys until you get it

[MichaeldeSousaCruz]

25:14 Oops, your guest is wrong. He’s a Monetarist. Shame.