Best Tobias Carlisle Podcasts (2025)

1
Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller | S07 E21 1:00:07

4d ago1:00:07

1:00:07

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/farnamjake1 Jake's book: The Rebel Allo…

1
John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks | S07 E20 1:01:02

11d 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/farnamjake1 Jake's book: The Rebel Allo…

1
Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and Markets | S07 E19 1:01:13

18d ago1:01:13

1:01:13

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. https://x.com/RudyHavenstein and https://rudy.substack.com/ 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:…

1
Andrew Freedman - AI Insights, Integration, and Best Practices 1:42:36

18d ago1:42:36

1:42:36

Andrew Freedman, Communications Analyst at Hedgeye Risk Management, stops by to discuss his experience integrating AI in his life. Bill contacted Andrew after Andrew tweeted "So many (very smart) people still can’t grasp the implications of AI…" This episode is premised on that tweet. It's a good one! Follow Andrew on X at https://x.com/HedgeyeComm…

1
Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18 1:00:51

21d 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. Tim's book: The Business Mindset Investor (https://amzn.to/4kCHVVu) See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's …

1
Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s Multiple | S07 E17 58:39

25d ago58:39

58:39

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Marcel Schwartz and Matthias X. Hanauer's paper published in the Journal of Portfolio Management: https://www.pm-research.com/content/iijpormgmt/51/6/28 (and the free SSRN version: https://papers.ssrn.…

1
John Huber - Mental Flexibility and Trying To Win The Game 1:06:19

1M ago1:06:19

1:06:19

The one and only John Huber stops by The Business Brew. John runs Saber Capital Management. Bill found John through Base Hit Investing back in the day. Today you can follow John's writing at Basehitinvesting.substack.com. Bill admires John's mental flexibility, grit, and consistency. The Business Brew is happy to feature John this week! 🧠 What You’…

1
Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood | S07 E16 1:02:16

1M ago1:02:16

1:02:16

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Steven's paper "Owners vs. agents: A global examination of the behavior of owner operators": https://www.sciencedirect.com/science/article/pii/S1057521925002182 See our latest episodes at https://acqui…

1
Legendary value investor Rich Pzena on his 30-year career and the opportunity today | S07 E15 1:01:02

1M 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/farnamjake1 Jake's book: The Rebel Allo…

1
Alex Fitch - Eliminating Ego and Finding Value 55:19

2M ago55:19

55:19

In this episode of AUM, we interview Alex Fitch, the Director of US Research at Harris | Oakmark. Alex discusses the complexities of investing, the importance of balancing ego and clear thinking, and the intrinsic challenges of admitting mistakes. Alex shares his journey into investing, his disciplined approach to value investing, and how he target…

1
Andy Constan on Today's Macro Backdrop 58:29

2M ago58:29

58:29

Andy Constan stops by to discuss today's US macro backdrop. Importantly, this discuss was recorded on 4/24. Since then the narrative around the tax bill has gotten incrementally more stimulative. Do what you will with that information. Bill reached out to Andy after following him for a while on Twitter. Andy appears to use Twitter to educate, infor…

1
Barry Schwartz - What It Takes to Manage Other People's Money 46:50

2M ago46:50

46:50

In this episode of AUM, we interview Barry Schwartz, the Executive Vice President and Chief Investment Officer of Baskin Wealth Management. Barry shares insights from his 2+ decades of experience in the investment industry, discussing the evolution of markets from the dot-com bubble to today's AI and technology-driven environment. The conversation …

1
Markets in Turmoil: Tariffs and China. Brewster joins us for a classic Value:After Hours | S07 E14 1:01:34

2M ago1:01:34

1:01:34

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/farnamjake1 Jake's book: The Rebel Allo…

1
Bill Chen Returns v3vFINAL 1:43:40

2M ago1:43:40

1:43:40

Bill Chen returns for a third time. Bill focuses on "hard assets," with a specific focus on real estate. The conversation winds from some macro (from 15 minutes to 22ish minutes) to more REIT specific ideas (after 24 minutes). Please note, some of the tariff discussion is already out of date. Nevertheless, we hope you enjoy the conversation! Bill C…

1
Todd Ahlsten - Durable Moats & Increasing Relevance 56:56

2M ago56:56

56:56

In this episode of AUM, host Ryan Henderson sits down with Todd Ahlsten, Chief Investment Officer of Parnassus Investments. Todd shares his journey from a 22-year-old intern to leading a firm managing $46 billion in assets, reflecting on key experiences that shaped his investment philosophy. The conversation delves into the dynamics of the semicond…

1
How Not to Invest with Barry Ritholtz: | S07 E13 1:03:28

2M ago1:03:28

1:03:28

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
Shreekkanth Viswanathan - A Concentrated, Quality Investor 1:11:58

2M ago1:11:58

1:11:58

In this podcast, we interview Shreekkanth Viswanathan, founder and portfolio manager of SVN Capital. Shree shares his investment journey, from studying in India and moving to the US, to founding SVN Capital in 2018 after extensive experience in portfolio management at various firms. Shree discusses the importance of making independent investment de…

1
Buyout and venture capital investing in Japan and China: Our trip to Tokyo and Shanghai | S07 E12 1:01:31

2M ago1:01:31

1:01:31

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
Jeremy Deal - Searching For Unrecognized Earnings Potential 1:01:13

3M ago1:01:13

1:01:13

In this episode of AUM, we are joined by Jeremy Deal, the founder and portfolio manager of JDP Capital Management. Jeremy shares insights from his non-traditional background in asset management and elaborates on his investment philosophy, which focuses on identifying companies with significant unrecognized earnings potential. Jeremy discusses the i…

1
Uncertainty and Enterprise: A conversation with Amar Bhidé 1:20:54

3M ago1:20:54

1:20:54

What happens when a thoughtful investor sits down with a contrarian academic for a free-flowing, two-hour conversation? In this wide-ranging episode, Guy Spier reconnects with his former professor, Amar Bhidé, who’s the Professor of Health Policy at Columbia University Medical Center, for a dialogue that blurs the lines between economics, storytell…

1
China's Investment Potential: A Deep Dive with Jingshu Zhang 1:08:55

3M ago1:08:55

1:08:55

Few things are more ironic than releasing a China focused episode on Liberation Day. Nevertheless, here we go! In this episode of The Business Brew, host Bill Brewster interviews Jingshu Zhang, a persistent listener who recommended looking into China's investment opportunities. Zhang shares his journey from studying in the United States to becoming…

1
Jan van Eck - Finding Secular Trends Early 42:12

3M ago42:12

42:12

In this episode of AUM, we are joined by Jan Van Eck, CEO of VanEck. VanEck has been a pioneer in asset management and ETF industry since 1991. Jan delves into the intricate dynamics of recessions, inflation, and government spending. They explore VanEck's investment strategy, focusing on macro trends such as technological advancements, political sh…

1
Bob Robotti - Finding Opportunities In Cyclical Industries 44:49

3M ago44:49

44:49

In this episode of AUM, we are joined by Bob Robotti, President and Chief Investment Officer of Robotti & Co. Bob delves into his career in value investing that spans over five decades. Bob shares insights on the cyclical nature of finance versus the cumulative nature of science and engineering. He recounts his early auditing experiences with Tweed…

1
Evan Tindell Returns: Navigating Investment Challenges & Opportunities in 2025 1:21:21

3M ago1:21:21

1:21:21

Welcome to The Business Brew! Host Bill Brewster is joined by repeat guest Evan Tindell to delve into pressing investment topics for 2024. Evan is the founder and portfolio manager of Bireme Capital. You can find his first episode here: https://creators.spotify.com/pod/show/william-brewster1/episodes/Evan-Tindell---Where-Poker-and-The-Market-Collid…

1
Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY valuation and debt | S07 E11 1:01:50

3M ago1:01:50

1:01:50

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…

1
Tobias Carlisle - Searching For Deep Value 57:58

3M ago57:58

57:58

On this episode of AUM, we are joined by Tobias Carlisle, the Founder and Managing Director of Acquirers Funds. The discussion delves deep into Tobias' journey from corporate law in Australia to becoming a prominent figure in value investing. Tobias explains his investment strategy, including the development of the Acquirer's Multiple, and explores…

1
Oil and gas stock investor Joshua Young on $90 WTI oil, small cap oil and gas and shale | S07 E10 1:00:18

3M ago1:00:18

1:00:18

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
Bill Nygren - A Modern Approach to Value Investing 1:01:45

3M ago1:01:45

1:01:45

On this episode of AUM, we are joined by Bill Nygren, a renowned portfolio manager at Harris | Oakmark. Bill details Harris | Oakmark's rigorous investment process, including the pivotal Tuesday meetings, devil's advocate reviews, and the importance of intellectual tension. Bill also dives into some notable investments including General Motors and …

1
Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09 59:39

3M ago59:39

59:39

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
John Rotonti - Building a Winning Research Process 58:07

4M ago58:07

58:07

On the inaugural episode of AUM, we are joined by John Rotonti, the Portfolio Manager of the Industrial and Infrastructure strategy at Islamorada Investment Management. John shares his experience from his early days at The Motley Fool and how personal circumstances led him into the world of finance. He discusses his investment process, role models,…

1
Deep value investor Andrew Wellington on predicting earnings, value multiples and Mag 7 | S07 E08 1:00:14

4M ago1:00:14

1:00:14

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
Welcome to A.U.M. 1:07

4M ago1:07

1:07

Welcome to AUM, the podcast that takes you behind the scenes with the world's premier asset managers. Each episode dives deep into the processes, strategies, methods, and hard-won lessons from investing masters who have achieved exceptional results in today's complex and adaptive markets. AUM is proudly produced by FinChat, an AI-powered equity res…

1
Unlocking Unconscious Performance in Sports 1:17:47

4M ago1:17:47

1:17:47

In this episode, the host welcomes back Devin Anderson, co-founder of an investment advisory firm and competitive shotgun shooter. They delve into the psychology and skills required for high performance in sports like shooting, golf, and tennis. Devin shares insights from his own experience and coaching on the importance of building skills consciou…

1
Neuroscientist Anne-Laure Le Cunff on her book Tiny Experiments and systematic curiosity | S07 E07 47:52

4M ago47:52

47:52

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
Bespoke Investing and Unconventional Wisdom with Le Shrub 1:08:31

4M ago1:08:31

1:08:31

Join host Bill Brewster as he converses with the intriguing and often humorous anonymous guest, Le Shrub, in this episode of 'The Business Brew'. Le Shrub's writings can be found at https://www.shrubstack.com/ He can also be followed on Twitter/X at https://x.com/agnostoxxx With a unique approach to investing, Le Shrub shares his thoughts on market…

1
Ardal Loh-Gronager on his book The Perceptive Investor, Global equity investment, China | S07 E06 1:01:08

4M ago1:01:08

1:01:08

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
Larry Hozenthaler - Private Credit Risks and Opportunities 1:09:33

4M ago1:09:33

1:09:33

In this episode of 'The Business Brew,' host Bill Brewster is joined by Larry Holzenthaler, a portfolio manager at First Eagle Alternative Credit (FEAC). The discussion focuses on the complexities and nuances of private credit. Recorded on February 3rd, the episode delves into the differences between traditional equity value investing and private c…

1
Asset Liability Management & Interest Rate Risk in the Banking Book - Part 4 of 4 1:16:18

4M ago1:16:18

1:16:18

In this conversation between Guy Spier and Eric Schaanning, the discussion revolves around the intricacies of asset-liability management (ALM) and interest rate risk, particularly in the banking sector. Eric shares insights from his experience, explaining key concepts like the economic value of equity (EVE), DV01 (the sensitivity of a bank's net pr…

1
Michael Gayed on Leading and Lagging Indicators, Small Caps, Inflation, Big Tech | S07 E05 58:41

4M ago58:41

58:41

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
George Livadas: Market Echoes, European Stocks, and Investment Strategy Insights 49:01

5M ago49:01

49:01

In this episode of The Business Brew, host Bill Brewster engages in a comprehensive discussion with George Livadas about the complexities and current state of the market. Livadas, known for his candid tweets and insightful views, covers topics ranging from market fluctuations in 2024, reminiscent of the 2021 SPAC bubble, to challenges and opportuni…

1
Alex Morris on Buffett and Munger Unscripted, $MSFT, $META, $GOOG, $AAPL Big Tech Cap Ex | S07 E04 1:01:32

5M ago1:01:32

1:01:32

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
Ian Cassel on small and micro cap investing and the traits of good and great investors | S07 E03 59:40

5M ago59:40

59:40

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
Think smarter, not harder with Howard Marks 53:11

5M ago53:11

53:11

In this engaging podcast, Howard Marks, co-founder of Oaktree Capital, and Guy Spier, founder of Aquamarine Capital, share invaluable investment wisdom with Roi Lipovetzky, a former MBA student and current investment professional at Oakmount Capital. The conversation explores key principles of successful investing, such as mastering market cycles, …

1
Alex Morris - Buffettology 1:07:05

5M ago1:07:05

1:07:05

Buffett and Munger Unscripted: A Conversation with Alex Morris Alex Morris, friend of the show (and IRL), author of TSOH Investment Research stops by to discuss his new book "Buffett and Munger Unscripted." The book offers three decades of insights from Berkshire Hathaway shareholder meetings, grouped by topic area to provide a coherent understandi…

1
Jim O'Shaughnessy on AI, ventures, publishing, markets and his new book Two Thoughts | V:AH S07 E02 1:02:55

5M ago1:02:55

1:02:55

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
Tom Morgan - Mysteries, Mystics, and Personal Transformation 1:23:08

5M ago1:23:08

1:23:08

In this unconventional episode of 'The Business Brew,' host Bill Brewster sits down with Tom Morgan for a deep dive into topics that blur the line between science and spirituality. From exploring the existence of non-human intelligence and its implications, to discussing personal transformative experiences facilitated by psychedelics, this episode …

1
Dan Rasmussen on Investing in Europe, Japan, US Small Value and The Humble Investor | V:AH S07 E01 59:58

5M ago59:58

59:58

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 C. Buck on volatility, options, crises, crashes, value and reasons to be optimistic | S06 E47 1:00:59

6M ago1:00:59

1:00:59

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
Activism, REITs, capital allocation and Four Corners Property Trust with Bill Lenehan | S06 E46 1:03:39

6M ago1:03:39

1:03:39

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
John Maxfield - Maxfield on Banks 1:16:50

6M ago1:16:50

1:16:50

John Maxfield from "Maxfield on Banks" stops by the show. John is a wealth of knowledge and has an entertaining personality. Bill and John cover a lot of ground. John discusses the history and dynamics of banking, including the unique supply and demand of credit, traits of successful bankers, and the impact of historical tragedies on banker psychol…

Podcasts Worth a Listen

Tobias Carlisle Podcasts

Podcasts Worth a Listen

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