Best Tobias Carlisle Podcasts (2024)

1
Al Goldstein - Stoic Lane 1:01:09

23h 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

2d 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

4d 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
Value After Hours S06 E24: Bill Brewster's back on Roaring Kitty, $NVDA, $TSLA, Isotopes, Small Caps 1:00:41

9d 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

13d 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

14d 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
Alfonso Peccatiello: Unveiling the Macro Endgame: The Wealth Illusion Paradigm 54:10

21d 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
Charles Lemonides - ValueWorks 53:34

22d 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

23d 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

28d 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
Value After Hours S06 E22: Robert G Hagstrom on The Warren Buffett Way and the art of value 1:02:35

1M 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

1M 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

1M 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

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

1M 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

1M 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

1M 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
Hunter Hopcroft - In Defense of REITS (and Marty Whitman!) 1:07:30

1M ago1:07:30

1:07:30

Hunter Hopcroft, Managing Director, Portfolio Solutions at Armada ETF Advisors, stops by The Business Brew to primarily discuss REITs. Hunter is quite a thinker and the conversation veers into other parts of markets such as AI, how the economy is changing and more. You can find Hunter's writing here: https://www.lewisenterprises.blog/ Bill pinged H…

1
56. Is the Stock Market Really as Predictable as You Think? Decoding the Cockroach Strategy (Part 1) 20:49

2M ago20:49

20:49

In this episode, Jason Buck (Mutiny CIO) and Taylor Pearson (Mutiny CEO) embark on the first of a series discussing the Cockroach Strategy. They are excited to share insights into the decade-long development of this strategy. Jason and Taylor explore the probabilities of loss over extended time horizons, shedding light on often overlooked aspects o…

1
Elliot Turner Returns 1:40:40

2M ago1:40:40

1:40:40

Elliot Turner, Managing Partner and CIO of RGIA Investment Advisors, returns to The Business Brew for a great conversation. To start, Bill and Elliot discuss what Elliot learned from the period of 2021 to now. They then discuss some specific stock ideas, thoughts on portfolio management, and much more. We hope you enjoy. Note: This episode was reco…

1
Value After Hours S06 E19: Third Avenue's Small-Cap Value Portfolio Manager Victor Cunningham 1:02:46

2M ago1:02:46

1:02:46

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 E18: Ben Claremon on Devonshire Partners' Micro Public-to-Private Equity Strat 1:00:11

2M ago1:00:11

1:00:11

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
E1: Enter the New World of Return Stacking - Inaugural Episode! 1:14:05

2M ago1:14:05

1:14:05

In today’s ReSolve Riffs we’re taking the opportunity to introduce the inaugural episode of a brand new podcast channel called the Get Stacked Investment Podcast. In this series, we dive deep into the world of Return Stacking, exploring the latest projects, content, and insights from the www.returnstacked.com website. Co-hosted by Corey Hosteen, CI…

1
#57 Pieter Slegers on The Art of Quality Investing 1:18:05

2M ago1:18:05

1:18:05

How to invest in the best companies in the world? This is the topic for our episode with Pieter Slegers – founder of the investment newsletter Compounding Quality and previously a professional investor in Belgium. The book we discuss is The Art of Quality Investing, a new but timeless title that Pieter has collaborated on with its author Luc Kroeze…

1
Value After Hours S06 E17: Jason C. Buck on the Mutiny Fund, the Cockroach Portfolio and Volatility 1:01:45

2M 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
Jared Dillian: The Hidden Dangers in the Global Economy 55:24

2M ago55:24

55:24

In this episode, the ReSolve team is joined by Jared Dillian, the editor of The Daily Dirtnap and author of the book No Worries: How to Live a Stress-Free Financial Life. They delve into a variety of topics, including the power of diversification, the importance of understanding financial stress, and the current state of global financial markets. T…

1
Value After Hours S06 E16: Zeke Ashton on value investing in the early 2000s and his return 1:00:03

2M ago1:00:03

1:00:03

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
Andy Constan: Are You Ready for Act 3? This is Mission Control: Ready for Takeoff! 1:18:25

2M ago1:18:25

1:18:25

In this episode, Andy Constan, a veteran Wall Street professional, joins the ReSolve team to discuss the intricacies of the Federal Reserve's interest rate policies, the impact of long-term borrowing rates on the economy, and the role of financial advisors in the investment industry. They delve into a wide array of topics, shedding light on the com…

1
Darren Fisk 1:07:03

2M ago1:07:03

1:07:03

Darren Fisk, Founder and CEO of Forum Investment Group, LLC, stops by The Business Brew to discuss his real estate investment firm, strategy, and thoughts. Darren focuses on multifamily real estate. His background is in lending and he added an equity focus during the GFC. This conversation covers lending, insurance, how to think about development, …

1
Value After Hours S06 E15: Seawolf's Vinny Daniel and Porter Collins on the economy, value and banks 1:00:31

3M ago1:00:31

1:00:31

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
Jeff Weniger-Pension Wars: Why Everything is About to Change and How to Profit 1:10:26

3M ago1:10:26

1:10:26

Introduction In this episode, we are thrilled to have Jeff Weniger, the Chief U.S. Strategist for WisdomTree ETFs, back on the show. Jeff shares his insights on a range of topics, including the 'pension wars' concept, the potential for a domino effect in global equity markets, and the role of financial engineering in shaping investment strategies. …

1
Matthew Sweeney - Discussing Value 1:34:51

3M ago1:34:51

1:34:51

Matthew Sweeney, CFA, Managing Partner & Portfolio Manager of Laughing Water Capital stops by The Business Brew for a laid back conversation about how he approaching investing. Laughing Water Capital tends to focus on smaller companies in an effort to find overlooked opportunities. In the episode, Matt talks about his idea of "value," how he got st…

1
Value After Hours S06 E14: Vitaliy Katsenelson on soul in the game, value, sideways markets $TSLA 1:00:19

3M ago1:00:19

1:00:19

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
#56 JC de Swaan: Seeking Virtue in Finance 1:39:00

3M ago1:39:00

1:39:00

In today’s episode we are joined by JC de Swaan. De Swaan is a lecturer in the economics department at Princeton University, where he teaches courses on ethics in finance and Asian capital markets. He is also a Partner at Cornwall Capital, an investment fund based in New York City. In this episode, we learn about the ethical considerations that fin…

1
Value After Hours S06 E12: Eric Cinnamond on small cap value, absolute return, and the stock market 1:00:29

3M ago1:00:29

1:00:29

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 E11: John Rotonti Jr on best value firm processes and valuing buybacks 1:00:46

3M ago1:00:46

1:00:46

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
Jason Buck: Investing Russian Roulette - An Ergodicity Masterclass 1:25:38

3M ago1:25:38

1:25:38

In this episode, the ReSolve team is joined by Jason Buck, co-founder and CIO of Mutiny Funds, to delve into a range of topics, from the concept of ergodicity, portfolio construction, and the importance of diversification in investing. They also discuss the intricacies of the capital efficiency and tax implications of various investment strategies.…

1
Value After Hours S06 E10: Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China 1:01:11

3M ago1:01:11

1:01:11

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 Dangerous Game of Modern Economic Warfare with Doomberg 1:02:41

4M ago1:02:41

1:02:41

In this episode, the team riffs with Doomberg, a renowned energy analyst, to discuss a range of issues from the global energy landscape to geopolitical tensions and the changing nature of warfare. The conversation also delves into the intricacies of the global natural gas market, the impact of sanctions on Russia, and the potential future of nuclea…

1
Value After Hours S06 E09: Economist Jonathan Treussard on risk management, Black Swans and MBS 1:01:40

4M ago1:01:40

1:01:40

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
Jack Shannon: Unveiling the Future of Active Management and ETFs 58:27

4M ago58:27

58:27

In this episode, we are joined by Jack Shannon, Senior Analyst at Morningstar, to discuss the dynamics of active equity management, portfolio construction, and the importance of downside protection in long-term investment success. Jack shares his insights on various topics, including: Topics Discussed • The asymmetry of returns and the importance o…

1
Hedda Nadler - Repping The Legends 57:51

4M ago57:51

57:51

Hedda Nadler, co-founder of Mount & Nadler, stops by The Business Brew to discuss her career as one of the leading marketing practitioners serving professional money managers. Mount & Nadler represents a broad range of clientele in the financial and investment spheres, with an emphasis on investment companies and money managers. This conversation g…

1
#55 Edward Chancellor: Capital Returns 45:07

4M ago45:07

45:07

In today’s episode, Christian Billinger, a London-based investor who has joined the podcast before, is speaking with none other than Edward Chancellor. Edward is an author, finance journalist, and former hedge fund investment strategist. The discussion is centered around Chancellor’s book Capital Returns. It covers capital cycle investing and how i…

1
Value After Hours S06 E08: Vixologist Jim Carroll on the VIX, vol, 0DTE options and Burgelman's Trap 54:20

4M ago54:20

54:20

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
Quick Drop: Wes Gray - Talking about BOXX, creating an ETF, and more 1:10:18

4M ago1:10:18

1:10:18

Wes Gray, the Alpha Architect himself, stops by the Business Brew to discuss how he (a) created the ETF $BOXX, (b) helps people start their own ETFs, (c) why value and momentum work as factors, and much more. This episode is a quick release after Corey Hoffstein's. It may or may not be the only episode we release for the next 13 days or so. The rel…

1
BTC ETF Impacts and what’s next with 3iQ Founder Fred Pye 59:07

4M ago59:07

59:07

In this episode, the ReSolve team is joined by Fred Pye, Founder of 3iQ Digital Assets, to discuss the rapidly evolving landscape of digital assets and blockchain technology. They delve into various topics, including the rise of Bitcoin, Ethereum, and the future of the digital asset space. Topics Discussed •The transition of the financial world tow…

1
Corey Hoffstein - Get Stacked! 1:29:09

4M ago1:29:09

1:29:09

Corey Hoffstein, Founder and CEO of Returned Stacked Portfolio Solutions, stops by to discuss how he uses ETFs to leverage his investing assets. Corey and Bill discuss a concept that is not novel to institutional investors, but may benefit individuals today because of ETF innovations. Bill wanted to discuss how Corey came up with his idea, how he e…

1
Value After Hours S06 E07 New Constructs' David Trainer on forensic accounting analysis, AI and ML 1:00:50

4M ago1:00:50

1:00:50

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…

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