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Yet Another Value Podcast
Andrew Walker interviews investors about actionable value and event-driven ideas, with each episode centered on a company, security, or investment thesis.
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March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff
Expertise offered a probabilistic edge, not immunity from error, as the manager’s March 2008 calls show.Systemic crisis emerged when uncertainty over AAA collateral seized financial plumbing, while cheap funding scaled tiny credit-pricing errors into concentrated books.Hobart says AI economics do not support capex, though shorter asset duration may limit losses; peak spending could be depreciated by 2030 or 2031.