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

1

Introduction

00:00 • 2min

2

You're Still a Had in That Senario?

02:16 • 2min

3

The Energy Market Is a Glut, Not a Shortage

03:53 • 2min

4

Natural Gas Prices in Europe - It's a Paper Tiger

06:13 • 2min

5

Do You Really Have a Recession?

07:55 • 3min

6

How Do You Fill Ditisted Recession?

10:31 • 2min

7

I Think It's a Tough Pill to Swallow

12:37 • 2min

8

The Return on Equity of Value Portfolios vs Growth Portfolios

14:19 • 3min

9

What Happened in the Early 2000's?

17:22 • 2min

10

The Value of the Index Isn't Much Hope?

19:20 • 2min

11

Is Your Anti-Arc Correlation Still Holding Strong?

21:03 • 4min

12

Is Commercial Credit Going to Be an Issue Going Into a Recession?

25:27 • 3min

13

What's the Trigger for a Big Flux?

28:34 • 3min

14

Are We Closer to the Bottom Than Not?

32:01 • 2min

15

The Importance of Foraging Instead of Farming

34:14 • 3min

16

We've Got a Short Zoom?

37:07 • 3min

17

The Haber Bosh Process That Creates Ammonia for Fertilizers

39:55 • 5min

18

Is There a Knock on Effect of Rising Energy Prices in Germany?

45:22 • 2min

19

Did Smeat Get Into Bugs?

47:43 • 2min

20

I'm a Fan of Ucle E, but I Don't Know What's in Their Food Intrest.

49:39 • 2min

21

Is It a Good Idea to Buy a Lease to Own?

51:14 • 2min

22

Rent a Center

53:12 • 1min

23

Credit Markets

54:42 • 4min

24

The Financial Crisis Is a Different Ball Game

58:40 • 2min