Nov 3, 2026 · 5 min

Sven Carlin introduces a handbook for value investors

AI Boom, Housing Bust! Who is crazy here?

The episode frames investing knowledge and compounding returns as the foundation for evaluating fast-moving markets and businesses.

3 key takeaways

1Sven Carlin introduces a podcast centered on compounding returns and building investment knowledge.
2Carlin announces The Value Investing Handbook after the book received attention from Barron’s.
3The handbook is presented as a guide to principles and methods for applying value investing.

Don't miss

Sven Carlin announces The Value Investing Handbook after its mention in Barron’s.

The brief

Sven Carlin opens Modern Value Investing by defining its focus: compounding returns and building the knowledge needed to make better investment decisions.

The episode then turns to Carlin’s new book, The Value Investing Handbook, which he says received a mention in Barron’s.

Carlin begins outlining the handbook’s purpose: presenting principles and methods for investors who want a structured approach to value investing.

What was said on this episode

11 statements · 1 positive · 10 negative

Sven Carlinon Pending home salesNegative1:07
Pending home sales have fallen to a record low.
“pending home sales plunge to record low”
Listen at 1:07
Sven Carlinon Pending home salesNegative1:10
Pending home sales are expected to worsen as interest and mortgage rates rise.
“it is expected it will get even worse because interest rates are higher, mortgage rates are higher”
Listen at 1:10
Sven Carlinon Housing affordability in Europe and the United StatesNegative1:51
Europe and the United States face housing affordability crises and housing shortages.
“there is a clear housing affordability crisis in Europe, in the States, shortage of housing, proper housing, higher mortgage rates that are now 7.4%”
Listen at 1:51
Sven Carlinon Mortgage ratesNegative2:34
Mortgage rates are near their highest level in 25 years, excluding a 2022 dip.
“mortgage rates haven't been as high. likely for 25 years, except for one dip in 2022”
Listen at 2:34
Sven Carlinon Housing stocksNegative2:41
Housing-related stocks are falling sharply.
“Housing stocks are crashing”
Listen at 2:41
Sven Carlinon AI industryNegative2:53
An AI collapse would push the economy into recession.
“If AI goes bust, the economy goes into the recession”
Listen at 2:53
Sven Carlinon AI industryNegative3:05
The economy is currently experiencing an AI mania or bubble.
“We are in an AI mania or bubble”
Listen at 3:05
Sven Carlinon AI investment boomNegative3:23
The current AI investment boom is a bubble.
“This is a bubble”
Listen at 3:23
Sven Carlinon SpaceX and Tesla mergerPositive3:40
SpaceX and Tesla will merge.
“SpaceX and Tesla will merge”
Listen at 3:40
Sven Carlinon AI boomNegative3:57
The AI boom lacks supporting underlying fundamentals.
“the underlying fundamentals are not there”
Listen at 3:57
Sven Carlinon AI growthNegative4:12
Unsustainable AI growth cannot continue indefinitely.
“what is unsustainable cannot last forever”
Listen at 4:12

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Weekly email

State of the Pod, every Monday

The week's most-discussed names and stories from podcasts, with the moments behind them. Free, five minutes, unsubscribe in one click.