Best Tobias Carlisle Podcasts (2024)

1
The Harsh Truth About Investing Edge with Adam Butler 1:20:27

1h ago1:20:27

1:20:27

In this episode of Excess Returns, we sit down with our good friend Adam Butler, co-founder and Chief Investment Officer of ReSolve Asset Management. We cover a lot of ground, including: The challenge of distinguishing investment edge from noise over typical investing lifetimesThe concept of return stacking and how it allows investors to increase p…

1
Value After Hours S06 E30 Bloomberg' Steve Hou on pricing power and analyst ratings turnarounds 1:00:51

12m ago1:00:51

1:00:51

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Value After Hours S06 E31 Investor and author Guy Spier on his investment and life philosophies 1:22:01

1h ago1:22:01

1:22:01

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Value Investing in a Changing World with Aswath Damodaran 1:09:25

1d ago1:09:25

1:09:25

In this episode of Excess Returns, we sat down with NYU professor Aswath Damodaran to discuss his new book on the corporate life cycle and get his insights on a wide range of investing topics.We cover:- How companies age and why they struggle to act their age- The importance of storytelling in valuation- Aswath's thoughts on factor investing and it…

1
Value After Hours S06 E29 Mindset Value's Aaron Edelheit on value investing in cannabis and hemp 1:01:45

1h ago1:01:45

1:01:45

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Challenging "Stocks for the Long Run" with Jason Buck 1:01:49

7d ago1:01:49

1:01:49

In this episode of Excess Returns, we sit down with Jason Buck of Mutiny Funds to examine the idea of stocks for the long run and some potential challenges to it. We discuss:- Why the impressive historical returns of the US stock market may be an outlier- The importance of looking at real returns vs nominal returns- How to build a diversified portf…

1
Richard Cook - Traversing For Value 1:29:07

1h ago1:29:07

1:29:07

Richard Cook, Co-Founder of Cook and Bynum, stops by The Business Brew to discuss his approach to global investing. Richard discusses his concentrated investment strategies, focusing on emerging markets, government dynamics, consumer behavior, and intrinsic value. Highlighting key investments in markets like Mexico, Turkey, Pakistan, and Bangladesh…

1
#61 Stephen Clapham: The Smart Money Method 1:27:13

17d ago1:27:13

1:27:13

Stephen (Steve) Clapham is the founder of Behind the Balance Sheet, an investment research and investor training consultancy. He has 25 years of experience as an investment analyst and has been a partner and head of research at two multi-billion dollar hedge funds. We discuss his book, the Smart Money Method, how he trains finance professionals, an…

1
Value After Hours S06 E28 Asif Suria on The Event-Driven Edge in Investing and Special Situations 1:00:33

2h ago1:00:33

1:00:33

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan 1:02:31

22d ago1:02:31

1:02:31

In this episode of Excess Returns, we welcome back Andy Constan, founder of DampedSpring . We cover a wide range of topics, including recent market volatility, the broader economic outlook, and Andy's perspectives on inflation and monetary policy. Andy shares his framework for analyzing deleveraging events, emphasizes the importance of thinking in …

1
Bruce Berkowitz - Avoiding Disaster And Generating Returns While Doing So 1:03:49

22d ago1:03:49

1:03:49

In this episode of the Business Brew, host Bill Brewster sits down with the esteemed investor Bruce Berkowitz. They delve deep into Berkowitz's illustrious career, from his strategies during the financial crisis to his current outlook on various investment opportunities, including midstream energy and Florida real estate. Berkowitz shares anecdotes…

1
Challenging Conventional Investing Beliefs with Meb Faber 58:30

18d ago58:30

58:30

In this episode of Excess Returns, we sit down with Meb Faber, founder of Cambria Investment Management, to discuss his unconventional views on investing that often go against mainstream opinions. We explore a wide range of topics, including the Federal Reserve's performance, dividend investing strategies, international diversification for U.S. inv…

1
Value After Hours S06 E27 Quality Compounding's Pieter Slegers on The Art of Quality Investing 1:00:27

18d ago1:00:27

1:00:27

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Blake Haxton - Industrials and High Yield 1:40:48

12d ago1:40:48

1:40:48

Blake Haxton, analyst at Brandywine Global Asset Management's High Yield and Corporate Strategies Group, joins the Business Brew. This discussion focuses on the companies Blake covers as well as his views on markets generally. Blake tends to focus on "old economy" industries so prepare yourself for plenty of energy discussion. Bill and Blake also d…

1
A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau 1:02:50

26d ago1:02:50

1:02:50

In this episode of Excess Returns, our good friend Matt Ziegler interviews retirement planning expert Wade Pfau. They discuss key concepts in retirement income planning, including the 4% rule, variable withdrawal strategies, and Pfau's "safety first" approach. They discuss Wade's work on retirement income styles and the RISA (Retirement Income Styl…

1
Value After Hours S06 E26 Adam Mead on The Financial History of Berkshire and Warren Buffett 1:01:02

29d ago1:01:02

1:01:02

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle 1:02:01

19d ago1:02:01

1:02:01

In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformance of small cap and value stocks, tackle the challenges of long periods of underperformance for value strategies, and examine how Tobias constructs his portfolios. We delve into his process for selectin…

1
Unlocking REIT Potential with Bill Chen: Navigating Multifamily and Office Market Dynamics 1:45:35

1M ago1:45:35

1:45:35

Bill Chen returns to The Business Brew to explore the current landscape of Real Estate Investment Trusts (REITs). Delve into Chen's comprehensive due diligence process, investment strategies, and the future of multifamily and office REITs. Discover key insights on market conditions, cap rates, capital allocation, and the impact of interest rates on…

1
#60 Torbjörn Arenbo: Capital Allocation and Value Creation 57:03

2M ago57:03

57:03

Torbjörn Arenbo is the Chief Analyst and Head of Corporate Advisory Sweden at Danske Bank. He has 25 years of experience working as a corporate finance advisor, portfolio manager, and risk manager. Our conversation is centred around Torbjörn’s book Capital Allocation and Value Creation, published in 2023. For more info about the podcast, go to the …

1
Value After Hours S06 E25: Luca Dellanna on his books Winning Long-Term Games and Ergodicity 1:03:04

22d ago1:03:04

1:03:04

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Ben Reeves: From Bridgewater to Wealthsimple: Institutional investing Through a Robo Advisor 51:48

25d ago51:48

51:48

In this episode, the ReSolve team chats with Ben Reeves, a seasoned financial professional with a wealth of experience in portfolio construction and investment strategies. Ben shares his journey from working at Bridgewater to facing a health crisis, and eventually joining Wealthsimple. The conversation delves into the intricacies of allocation rese…

1
The Case for a Continued Rally with Warren Pies 56:07

2M ago56:07

56:07

In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half of 2024, discussing topics like the future of the 60/40 portfolio, inflation trends, labor market indicators, earnings expectations, and the impact of AI on producti…

1
Passive Investing, Inflation and the Bifurcated Economy with Mike Green 58:41

2M ago58:41

58:41

In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares insights from recent academic research supporting his thesis and discusses how the risks of passive may play out over time. We also explore potential risks from increased options usage and the short vola…

1
Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History 1:05:06

1M ago1:05:06

1:05:06

In this episode from our sister podcast Two Quants and a Financial Planner, we dive into the key lessons we took from our recent conversation with Rick Ferrii on Excess Returns. If you enjoy the episode and want to receive future episodes of the podcast, please subscribe by searching Two Quants and a Financial Planner on your favorite podcast platf…

1
A Tour of the Macroeconomic Landscape with Bob Elliott 54:35

2M ago54:35

54:35

In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topics, including inflation, the Federal Reserve's policies, and the overall state of the economy. Bob shares his insights on how market price targets can be evaluated from a fundamental perspective and di…

1
Show Us Your Portfolio: Eric Crittenden 1:04:05

2M ago1:04:05

1:04:05

In our latest episode of Show Us Your Portfolio, we speak with Standpoint's Eric Crittenden. Eric discusses the all weather approach he uses to construct his personal portfoio. He emphasizes maximizing "true wealth" per unit of risk, which he defines as compounded returns after accounting for all costs, taxes, and inflation. Eric's all-weather inve…

1
Al Goldstein - Stoic Lane 1:01:09

2M ago1:01:09

1:01:09

Al Goldstein, Co-Founder, CEO, and Chairman of Stoic Lane stops by The Business Brew to discuss what his firm is doing in the private markets. Stoic lane is focused on acquiring controlling positions primarily in short term rental management and back office solutions for entrepreneurs. The entity is structured as a corporation with shares rather th…

1
57. Sequencing Risk: Why The Expected Value Is Not What You Should Expect | Cockroach Strategy (Part 2) 19:53

2M ago19:53

19:53

In this second episode of the Cockroach Series, Jason Buck (Mutiny CIO) and Taylor Pearson (Mutiny CEO) delve into the intricacies of sequencing risk and its profound impact on portfolio construction. They explore concepts like expected value, ergodicity, and the importance of return order on investment outcomes. Whether you're planning for retirem…

1
#59 Chris Waller on We Are Bellingcat 1:11:24

2M ago1:11:24

1:11:24

Chris Waller is the Founder and Portfolio Manager of Plural Investing in New York. He previously worked in London at Goldman Sachs and holds an MBA from the Value Investing program at Columbia Business School. Our conversation is centred around the book “We Are Bellingcat” and covers how investors can deepen their research by better utilising open-…

1
The Benefits of a Simple Investment Approach with Rick Ferri 57:33

2M ago57:33

57:33

In this episode of Excess Returns, we sit down with Rick Ferri to discuss a wide range of investing topics. We explore the concept of investing with simplicity, the importance of asset allocation, and the role of passive investing in today's market. Rick shares his insights on the stages investors go through to reach the point where simplicity is b…

1
Value After Hours S06 E24: Bill Brewster's back on Roaring Kitty, $NVDA, $TSLA, Isotopes, Small Caps 1:00:41

2M ago1:00:41

1:00:41

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Update 6:57

2M ago6:57

6:57

Bill drops in to give a podcast status update and let the listeners know what is going on. Come see him at The CFA Society of New York on June 25th. If you are interested in the golf events please send your information to businessbrewgolf@gmail.com. Thank you as always for listening!

1
Bonus Episode: Eddie's Highlights 19:23

3M ago19:23

19:23

This bonus episode features an interview with Eddie Palmgren – host of Investing by the Books – on Redeye Growth Day. Eddie shares some of his highlights and insights from the first three years of podcasting. The interviewer is Lars T. Andersson at Redeye. This interview was recorded on May 30, 2024. For more info about the podcast, go to the episo…

1
Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman 47:43

2M ago47:43

47:43

In this episode of Excess Returns, we sit down with Simeon Hyman, Global Investment Strategist at ProShares, for a wide-ranging discussion on the current state of the economy, inflation, the Fed, market valuations, and market leadership. Simeon shares his thoughts on the possibility of a soft landing, the impact of AI on productivity and the econom…

1
Alfonso Peccatiello: Unveiling the Macro Endgame: The Wealth Illusion Paradigm 54:10

3M ago54:10

54:10

In this episode, Alfonso Peccatiello, a renowned macro investor, joins the ReSolve team to delve into the macro end game, the impact of leverage on the financial system, and the potential paths forward. They also discuss the role of politicians in managing fiscal interventions and the increasing volatility in the macro environment. Topics Discussed…

1
Investing in India's Huge Future Potential with Anupam Ghose 1:02:59

2M ago1:02:59

1:02:59

In this episode of Excess Returns, we sit down with Anupam Ghose, co-founder of System2 Advisors and sub-advisor to the Simplify Tara India Opportunities ETF. We discuss the Indian economy, recent political developments, and the country's attractive demographics and growth potential. Anupam shares his approach to stock picking for his concentrated …

1
Charles Lemonides - ValueWorks 53:34

3M ago53:34

53:34

Charles Lemonides, founder and CIO of ValueWorks LLC, stops by The Business Brew to discuss his investment philosophy. Charles started his career as a high yield bond analyst. Over time, he gravitated towards equity. In this episode he says "I find the best investment opportunities are where you can find something that is a real growth opportunity …

1
Value After Hours S06 E23: Matthew Sweeney on Laughing Water's boutique concentrated value strategy 59:30

2M ago59:30

59:30

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Navigating Market Volatility: Mastering Managed Futures and Carry Strategies 1:18:55

3M ago1:18:55

1:18:55

In this episode, ReSolve team members Adam Butler and Rodrigo Gordillo discuss the concept of market volatility and its implications for investment strategies. They delve into the intricacies of Carry strategies, their impact on portfolio returns, and how to navigate market volatility effectively. Topics Discussed • The concept of Carry in the inve…

1
Energy Infrastructure Investing with Greg Reid 57:49

3M ago57:49

57:49

In this episode of Excess Returns, we speak with Greg Reid, President of Real Assets at Westwood Group Holdings and lead portfolio manager for their $2 billion energy investment team. We cover the outlook for energy and the major areas of the energy market. We discuss the future of clean energy and why traditional fuels may play a bigger role in it…

1
Value After Hours S06 E22: Robert G Hagstrom on The Warren Buffett Way and the art of value 1:02:35

3M ago1:02:35

1:02:35

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
#58 Staffan Salén on The Salén Story 1:09:42

3M ago1:09:42

1:09:42

In this episode we are joined by Staffan Salén – one of Sweden’s most prominent business men. The Salén family has a strong heritage spanning more than one hundred years, where Staffan and his brother Erik represent the third generation. In a fun and engaging conversation, we talk about banana boats, long-term investments, and high-speed lessons. F…

1
Roger King: Building a Franchise Empire: The Story of Supplement King 1:01:13

3M ago1:01:13

1:01:13

In this episode, we have an engaging conversation with Roger King, the mastermind behind the successful Supplement King franchise. Roger shares his journey from starting as a local supplement provider to becoming a renowned name in the industry. He discusses his business strategies, the importance of understanding the market, and the challenges he …

1
Consuelo Mack - Host of WealthTrack 1:04:22

3M ago1:04:22

1:04:22

Consuelo Mack stops by The Business Brew to discuss her career in financial media. Consuelo hosts the show WealthTrack, a show Bill has watched and/or listened to for years. This conversation will help Consuelo's fans understand more about her early career and how she developed WealthTrack. Bill was very happy Consuelo said yes to coming on the sho…

1
Redefining Moat Investing with Yuri Khodjamirian 1:01:57

3M ago1:01:57

1:01:57

In this episode of Excess Returns, we talk Moat investing with Yuri Khodjamirian, CIO of Tema ETFs. We discuss his unique approach to identifying companies with durable competitive advantages and how it differs from traditional Moat investing. We also look at the various types of moats, such as economies of scale, strong network effects, non-replic…

1
Value After Hours S06 E21: Brian Bares on Moats, Analytical Edges, and the Importance of Growth 1:00:27

3M ago1:00:27

1:00:27

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Value After Hours S06 E20: Tom Morgan on McGilchrist’s Hemisphere Theory and the Hero's Journey 1:01:16

3M ago1:01:16

1:01:16

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Value Investing is BACK - with Tobias Carlisle 1:08:51

3M ago1:08:51

1:08:51

In this episode, we delve into the world of value investing with Tobias Carlisle, the founder of The Acquirer's Multiple and author of the book 'The Acquirer's Multiple'. From his journey from a lawyer in Australia to a value funds manager in California, to his unique approach towards value investing, this conversation is a treasure trove of insigh…

1
Inside the Berkshire Hathaway Annual Meeting with Adam Mead 58:00

3M ago58:00

58:00

In this episode of Excess Returns, we sit down with Adam Mead, founder of Mead Capital Management and author of the Complete Financial History of Berkshire Hathaway. We discuss the recent Berkshire Hathaway Annual Meeting, notably missing the presence of the late Charlie Munger. Adam shares insights on Munger's contributions to Berkshire, the compa…

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