The Acquirers Podcast

382 Episodes

1. Titan Tech: Clayton Gardner talks old-school hedging in new-school tech with Tobias Carlisle

   Published: 4/13/2020
2. Value: After Hours S02 E14: The Grain-of-Salt Indicator, $RH Restoration Hardware, and Bear Market Rally, Lower Low Consensus Consensus

   Published: 4/9/2020
3. CSI: Financials: Stephen Clapham on forensic accounting with Tobias on The Acquirers Podcast

   Published: 4/6/2020
4. Value: After Hours S02 E13: Mauboussin's BIN There, Done That, Liberty Hedge Fund Hotel, and Tobias's Value Portfolio Gets An Upgrade

   Published: 4/1/2020
5. Long Term: Tweedy Browne, from Benjamin Graham's broker to value icon with Tobias Carlisle on The Acquirers Podcast

   Published: 3/30/2020
6. Value:After Hours LIVE S02 E012: Deploying Capital in a Crash, The Four Horsemen of the Coronapocalypse and Helping Locally

   Published: 3/26/2020
7. Epsilon t: Dr Ben Hunt on game theory, big compute, the narrative machine and COVID19 with Tobias on The Acquirers Podcast

   Published: 3/23/2020
8. Value: After Hours S02 E11: Markets in Turmoil II, Fragility and Antifragility, High Yield Index

   Published: 3/19/2020
9. Steady Hands: How the leaders of four SME businesses are weathering the Coronavirus storm with Tobias Carlisle on The Acquirers Podcast

   Published: 3/17/2020
10. Seed Stage: Alex Rubalcava from value investor to seed-stage venture capital with Tobias Carlisle on The Acquirers Podcast

    Published: 3/16/2020
11. Value: After Hours S02 E10: Ben Franklin's Prudential Algebra, Value and Growth 2000s vs 2010s and Investing in Fins and OTAs

    Published: 3/12/2020
12. Small Activist: Jeff Gramm on small and microcap activism, Columbia GSB, and distressed hedge funds with Tobias Carlisle on The Acquirers Podcast

    Published: 3/9/2020
13. Value: After Hours S02 E09: Markets in Turmoil! Coronavirus Edition, Thinking about the Future, and Punishing venial value sins

    Published: 3/5/2020
14. Passive Agro: Michael Green on the looming threat from passive indexing, shorting XIV and what value guys can do with Tobias Carlisle on The Acquirers Podcast

    Published: 3/2/2020
15. Value: After Hours S02 E08: Warren Buffett Buys $SPY, Charlie Munger Dunks on Bill, The $DJCO Experience

    Published: 2/27/2020
16. Danger Man: Mark Simpson on finding your edge, avoiding behavioral errors with Tobias Carlisle on The Acquirers Podcast

    Published: 2/24/2020
17. Value: After Hours S02 E07 How Tom Gayner Sizes Positions, The 700 Year Decline in Interest Rates and Discussing Marathon's Capital Account

    Published: 2/20/2020
18. Pop Delusions: Dylan Grice on the golden age of duration, why economists are cargo cultists, and the anatomy of a forecast with Tobias Carlisle on The Acquirers Podcast

    Published: 2/17/2020
19. Value: After Hours S02 E06: Bruce Greenwald on Local Competitions, Oil Pops the Everything Bubble, Jack Henry and Associates $JKHY

    Published: 2/13/2020
20. Equity Momo: Newfound's Corey Hoffstein on robust momentum and quant value with Tobias on The Acquirers Podcast

    Published: 2/10/2020