Yet Another Value Podcast

Andrew Walker

Markets recovered from the roughly 10% “Liberation Day” drop, but delayed plants, stores, deals, and capital spending leave tariff policy and recession risk unresolved.AI may commoditize quantitative work and 10-K comparison, making judgment and real-time management assessment scarcer despite meetings that expose investors to elite salesmanship.Biotech optionality can vanish after 50% clinical odds, time discounting, trial costs, and roughly $50 million annual overhead when incentives favor continued spending.