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Excess Returns After Hours with Tobias Carlisle | Some Much Needed Therapy for Value Investors

59 min•27 september 2023

It has been a painful last decade for value investors. In this episode, our good friend Tobias Carlisle returns to commiserate about the struggles of value and also to talk about the future opportunity it may create. We discuss value spreads, the importance of enduring pain, the comparison with 2000 and a lot more. We also get an update on Toby's new book.

We hope you enjoy the discussion.

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