Best Tobias Carlisle Podcasts (2025)

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TIP764: The Art of Buffett w/ Tobias Carlisle 1:30:53

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16h ago1:30:53

1:30:53

In this episode, Stig Brodersen speaks with Tobias Carlisle — founder and managing director of Acquirers Funds — about Warren Buffett’s timeless approach to risk. Drawing from Tobias’s new book, Soldier of Fortune, they explore how ancient wisdom, especially from The Art of War, reveals the deeper logic behind Buffett’s biggest and most misundersto…

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Excess Returns Pod: Tobias Carlisle on Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking 1:05:10

7d ago1:05:10

1:05:10

I had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler. We sat down with the one and only Tobias Carlisle — investor, author, podcast host, and all-around fascinating mind whose writing and ideas have influenced my thinking at various times. He discusses his new book, which made me see Buffett’s investment approach in …

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Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600 50:05

24d ago50:05

50:05

By The Idea Farm

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Kathryn Kaminski - Don’t Fire Your Diversifier | #604 40:15

5m ago40:15

40:15

Today’s guest is Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she’s also the co-portfolio manager for the firm’s Managed Futures Strategy and Global Alternatives Strategy. She also co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha. In today’s episode, Meb and Katy discuss the tough year for…

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Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG| S07 E38 1:00:07

1d 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. ⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠ (⁠⁠⁠⁠Kindle⁠⁠⁠⁠) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquirersmu…

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TECH006: Open-Source AI That Protects Your Privacy w/ Mark Suman (Tech Podcast) 54:37

3d ago54:37

54:37

Mark Suman, co-founder of Maple AI and OpenSecret, shares his insights on how to build cutting-edge AI without sacrificing user privacy. From secure enclaves and attestation to real-world use cases in law and finance, Mark outlines the technical and ethical foundations of private AI, and why efficient inference, not just open models, is the next bi…

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Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603 1:04:25

4d ago1:04:25

1:04:25

Today’s guest is Peter Levin, co-founder of Griffin Gaming Partners, the largest singularly focused gaming investment vehicle in the world. Peter was previously the CEO and co-founder of Nerdist Industries, which was acquired by Legendary Entertainment. He began his career at CAA, had a stint at Disney, sold a company to UFC, and was also an early …

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Scott Britton: What Happens After You Sell Your Company? The Journey Beyond the Exit — Why External Success Doesn't Guarantee Fulfillment and What Actually Does 59:50

5d ago59:50

59:50

Scott Britton is an award-winning entrepreneur who sold his startup Troops to Salesforce, discovered fulfillment's limitations through external success, and now leads Conscious Talent while hosting Evolution FM and authoring Conscious Accomplishment. 3:00 - Scott discusses childhood patterns of competitive achievement through sports and school, rev…

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RWH062: Bubble Warning w/ Jim Grant 2:07:18

5d ago2:07:18

2:07:18

William Green chats with Jim Grant, famed editor of Grant’s Interest Rate Observer. Here, Jim warns that a major market top is forming as exuberance inflates stocks, Bitcoin, and gold. He says it echoes past bubbles and urges extreme caution. IN THIS EPISODE YOU’LL LEARN: 00:00:00 Intro 00:10:40 Why Jim Grant is fiercely skeptical about Bitcoin. 00…

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Mebisode: When to Sell 16:23

7d ago16:23

16:23

In today’s Mebisode, Meb reads his latest paper, “When to Sell?” ----- Follow Meb on⁠ ⁠⁠X⁠,⁠ ⁠⁠LinkedIn⁠ and⁠ ⁠⁠YouTube⁠ For detailed show notes, click ⁠here⁠ To learn more about our funds and follow us, subscribe to our ⁠mailing list⁠ or visit us at⁠ ⁠⁠cambriainvestments.com⁠ ----- Follow The Idea Farm: ⁠X⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠TikTok⁠ --…

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TIP763: Investing Lessons for My 18-Year-Old Self w/ Clay Finck 1:02:17

7d ago1:02:17

1:02:17

In this episode, Clay shares the most important investing lessons he wishes he could tell his 18-year-old self. Drawing from more than a decade of experience, he distills twelve timeless principles that every investor should know, from the value of patience and independent thinking to understanding where long-term returns come from. Whether you’re …

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Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36 1:00:53

8d ago1:00:53

1:00:53

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠ (⁠⁠⁠Kindle⁠⁠⁠) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquirersmultip…

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BTC252: Bitcoin Mastermind Q3 2025 w/ Joe Carlasare, Jeff Ross, and American HODL (Bitcoin Podcast) 1:23:42

9d ago1:23:42

1:23:42

Joe, Jeff, HODL, and Preston break down Q3 2025’s economic trends, market cycles, and BTC's performance. They dive into gold’s rise, AI's impact on capitalism, and the U.S.’s shifting global strategy, with bold Bitcoin price forecasts for 2026. IN THIS EPISODE YOU’LL LEARN: 00:01:13 Why market sentiment feels bearish despite a 67% BTC gain 00:07:58…

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Ritavan: The Asymmetric Advantage: Building Unfair Competitive Moats Through Purposeful Data Leverage 1:14:06

12d ago1:14:06

1:14:06

Find me on Substack: https://bogumilbaranowski.substack.com/ Ritavan is a bestselling author of "Data Impact," former CTO, and data transformation expert with a decade of operating experience across sectors including banking (Société Générale), energy trading, consulting, and real estate technology, who advocates for treating digital initiatives li…

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Carl Richards – Rewiring Your Financial Mindset in the Age of Comparison | #602 1:03:37

11d ago1:03:37

1:03:37

Today’s guest is Carl Richards. Carl is a Certified Financial Planner, built and sold an investment firm, and hosts the podcast 50 Fires, which is backed by Chip and Joanna Gaines. He’s also the author of The Behavior Gap and The One-Page Financial Plan and his newest book is called Your Money: Reimaging Your Wealth with 101 Simple Sketches. In tod…

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TIP762: 10 Lessons From Investing Legends w/ Kyle Grieve 1:01:00

13d ago1:01:00

1:01:00

On today’s episode, Kyle Grieve discusses ten investing principles from legends like Warren Buffett, Peter Lynch, and John Neff. Each lesson reveals how these masters built lasting wealth through timeless thinking. It’s a crash course in investing smarter, thinking clearer, and playing the long game. IN THIS EPISODE YOU’LL LEARN: 00:00:00 Intro00:0…

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Excess Returns Pod: Robert Hagstrom & Chris Mayer -- With the Concentrated Momentum Driven Almost Unbeatable Major Indices, What Does It Really Take These Days to Outperform the Market 58:40

14d ago58:40

58:40

Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast. Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we’ve been wanting…

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TIP761: Tesla Stock Deep Dive w/ Clay Finck 1:03:23

15d ago1:03:23

1:03:23

In this episode, Clay explores the extraordinary rise of Tesla and how Elon Musk transformed it from a niche electric car startup into one of the most valuable companies in the world. Since its IPO in 2010, Tesla has compounded at an incredible 47% per year and completely reshaped the automotive industry through software-driven vehicles, vertical i…

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SMB acquirer Colin King on Entrepreneurship-through-Acquisition and Search Funds | S07 E36 1:00:53

15d ago1:00:53

1:00:53

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠ (⁠⁠Kindle⁠⁠) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquirersmultiple.c…

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TECH005: What Tech Is Doing to Us with Justin Evidon (Tech Podcast) 54:49

17d ago54:49

54:49

Preston and Jevi unpack the double-edged sword of modern technology. They examine how social media, AI, EMFs, and LED lights impact our well-being, and offer real-world privacy solutions like Graphene OS and open-source photo apps. From sleep disruption to self-sovereignty, they advocate for mindful tech use and explore how AI can act as a “second …

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Michael Gielkens: The Culture of Permanence: How European Family Holdings Survive Crises and Compound for Centuries 1:01:13

19d ago1:01:13

1:01:13

Long-Term Stewardship, the Lindy Effect, and Why Alignment Matters More Than Valuation Find me on Substack: https://bogumilbaranowski.substack.com/ Michael Gielkens is a partner and co-founder of Tresor Capital, a Netherlands-based independent investment boutique specializing in actively managing wealth through family holding companies and serial a…

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TIP760: Dollar Dominance Decline w/ Lyn Alden 1:18:37

20d ago1:18:37

1:18:37

In this episode, Stig Brodersen welcomes back one of the most insightful voices in global macroeconomics, Lyn Alden. In this wide-ranging conversation, they explore the shifting landscape of the U.S. dollar and its role in a rapidly changing world. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:11 - Whether we’re moving from a US dollar system to a…

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Excess Returns Pod: You're Missing 100x Returns | Bogumil Baranowski on the Expensive Truth About Cheap Investments 1:08:35

21d ago1:08:35

1:08:35

My appearance on Excess Returns with Matt Zeigler as the host. I recently had the pleasure of joining my good friend Matt Zeigler on the Excess Returns podcast. Jack Forehand, the creative force behind the show, did an exceptional job editing and producing the episode. Jack has been instrumental in many improvements to Talking Billions over the yea…

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Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601 54:07

21d ago54:07

54:07

Today’s guest is Eddy Elfenbein, one of the OG financial bloggers at Crossing Wall Street. Eddy also runs the CWS ETF, which is from his annual buy list of 25 stocks. In today’s episode, Eddy shares his insights on investing, stock selection, and the challenges of managing an ETF. He discusses the origins of his buy list, his investment philosophy …

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TIP759: The Art of Spending Money w/ Morgan Housel 1:08:16

22d ago1:08:16

1:08:16

On today’s episode, Clay is joined by Morgan Housel to discuss his newest book, The Art of Spending Money — Simple Choices for a Richer Life. Morgan Housel is a partner at The Collaborative Fund. He's the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over 8 million copies and have been translated…

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Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35 1:01:00

22d ago1:01:00

1:01:00

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠ (⁠Kindle⁠) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquirersmultiple.com/p…

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TECH004: Sam Altman & the Rise of OpenAI w/ Seb Bunney 1:05:59

23d ago1:05:59

1:05:59

By The Investor's Podcast Network

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Morgan Housel on The Illusion of Wealth and Happiness | #599 56:40

25d ago56:40

56:40

Today’s guest is Morgan Housel, the bestselling author of The Psychology of Money and Same As Ever. His books have sold over nine million copies. His new book releasing in October is The Art of Spending Money. Morgan is a partner at The Collaborative Fund and serves on the board of directors at Markel. In today’s episode, Morgan discusses the compl…

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Daniel Peris: Is Your Portfolio Built on a 40-Year Illusion? Why Wall Street's War on Dividends Defies 5,000 Years of Financial History 1:13:42

26d ago1:13:42

1:13:42

Find me on Substack: https://bogumilbaranowski.substack.com/ Daniel Peris is a historian-turned-portfolio manager at Federated who uniquely combines PhD-level expertise in Russian history with two decades of investment experience to challenge modern finance's dismissal of dividend investing through rigorous historical analysis. 3:00 - Peris shares …

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RWH061: How To Thrive No Matter What w/ Arnold Van Den Berg 2:20:01

27d ago2:20:01

2:20:01

In this episode, William Green chats with Arnold Van Den Berg, a revered investor whom he spotlighted in his book, Richer, Wiser, Happier. Against all odds, Arnold has run a highly successful investment firm for 50 years. Here, he discusses what he’s learned about how to succeed in markets & life; shares practical tools that he’s found transformati…

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People are Everything with Julia Duthie: Investor Bogumil Baranowski: The 5 Most Influential People Who Shaped His Life, Money & Purpose 1:26:53

28d ago1:26:53

1:26:53

One of my favorite interviews I gave lately, take a moment and check it out. Julia is a very gifted, thoughtful host, and it's a very personal, intimate conversation. I have a feeling you'll like it. Enjoy! https://peopleareeverything.co.uk/ The Episode originally aired on People are Everything with Julia Duthie -- Full credit to Julia and her team…

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TIP758: Current Market Conditions & Investment Opportunities w/ Derek Pilecki 1:02:26

29d ago1:02:26

1:02:26

On today’s episode, Clay is joined by Derek Pilecki to discuss the current market conditions and the investment opportunities he’s finding in today’s chaotic environment. Derek is a managing member and portfolio manager at Gator Capital Management, which manages Financials sector long/short portfolios for private partnerships and mutual funds. Sinc…

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Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking | S07 E34 1:00:37

30d ago1:00:37

1:00:37

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquirersmultiple.com/podca…

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TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) 56:13

1M ago56:13

56:13

Cern Basher joins Preston Pysh to talk about robotaxi and robo-trucking economics, Optimus humanoid robots, and Wall Street’s short-term blind spots. Cern also unpacks Tesla’s Dojo shutdown, its true data moat, the macro impacts of autonomy and deflation, and why Bitcoin may be the ultimate corporate treasury hedge in this new era. IN THIS EPISODE …

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Matthew Peterson: From 6,500 Stocks to 400: What AI Learned Watching Buffett and 99 Other Legends -- How proprietary technology eliminates 95% of research by tracking billion-dollar portfolio moves 1:18:06

1M ago1:18:06

1:18:06

Find me on Substack: https://bogumilbaranowski.substack.com/ Matthew Peterson is the visionary founder and managing partner of Peterson Capital Management who leverages over 25 years of global financial experience, including a decade at Goldman Sachs, Morgan Stanley, and Merrill Lynch, to pioneer "structured value investing" - a sophisticated appro…

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TIP757: Richer, Wiser, Happier Q3 2025 w/ Stig Brodersen & William Green 2:07:49

1M ago2:07:49

2:07:49

Each quarter, Stig Brodersen sits down with his friend and co-host William Green, author of Richer, Wiser, Happier. Together, they reflect on the lessons and stories that have made them Richer, Wiser, or Happier over the past few months. From investing insights to timeless ideas about how to live well, this conversation is an invitation to join the…

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The Compounders Hiding in Plain Sight | Joseph Shaposhnik on Finding Decade-Long Winners [Excess Returns Podcast] 1:22:05

1M ago1:22:05

1:22:05

The episode originally aired on Excess Returns Podcast, and it is reposted here with permission. Thank you, Jack Forehand & Matt Zeigler. Matt and I sat down with Joseph Shaposhnik, and what an hour it was, enjoy! In this episode of Excess Returns, we sit down with Joseph Shaposhnik, founder of Rainwater Equity and former star portfolio manager at …

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Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33 1:01:37

1M ago1:01:37

1:01:37

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnm See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tu…

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Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598 54:40

1M ago54:40

54:40

Today’s guest is Keith McCullough, Founder and CEO of Hedgeye, a financial media company that provides real-time investment research. In today’s episode, Keith discusses his journey in the financial world, the importance of market signals, and the innovative quad framework he uses to navigate economic scenarios. He emphasizes the significance of un…

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TIP756: The Rise and Fall of Julian Robertson’s Tiger Fund w/ Kyle Grieve 1:02:10

1M ago1:02:10

1:02:10

Kyle Grieve discusses the rise and fall of legendary investor Julian Robertson, exploring how he built Tiger Fund into one of the most successful hedge funds of its era. You’ll learn about his investing philosophy, famous trades, and the lessons that shaped both his success and his ultimate downfall. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro02:05…

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TECH002: Jensen Huang & NVIDIA w/ Seb Bunney - Review of The Thinking Machine by Stephen Witt 1:07:38

1M ago1:07:38

1:07:38

Preston and Seb launch their tech book review series with a deep dive into The Thinking Machine, a book about NVIDIA and its CEO Jensen Huang. They explore NVIDIA’s transformation from a gaming hardware company to a key player in AI, discussing CUDA, leadership strategy, robotics, and the speed of innovation. The episode ends with a preview of thei…

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Oliver Mueller: The Tai Chi Investor: Ancient Wisdom Meets Modern Value Investing: Why This Veteran Investor Moved to Paradise for Better Life & Returns 1:08:22

1M ago1:08:22

1:08:22

Find me on Substack: https://bogumilbaranowski.substack.com/ Oliver Mueller is Chief Investment Officer at Acresco Investment Management in Mauritius, a seasoned value investor with 25+ years at JP Morgan, Merrill Lynch, and Deutsche Bank who uniquely combines traditional value investing principles with sustainable investing practices. 3:00 - Olive…