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The Value Perspective

The Value Perspective Podcast with Jake Taylor 2.0

Aug 7, 2022
58:04

We’re back from a short holiday and we’re also back with our guest Jake Taylor. You may know Jake as one of the hosts of the podcast Value: After Hours or as the CEO of Farnam Street Investments. In this episode he gives an update on Journalytic the decision making software he made reference to in his last appearance on the Value Perspective and discusses how steadying the returns from the S&P 500 over the past decade has given him a new framework to think about the future. It wouldn’t be a Value Perspective conversation without some Bayesian probabilities chat and finally Jake touches on investing in climate change from the perspective of a former electrical engineer and gives his observations from the West Coast. Enjoy!

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Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

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The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

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