Best Tobias Carlisle Podcasts (2025)

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Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31 1:01:37

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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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Investment Philosophers: Financial Lessons from the Great Thinkers with Ethan A. Everett | S07 E30 59:38

5d ago59:38

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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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Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandal | S07 E29 1:01:28

12d ago1:01:28

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Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Alger article: https://www.alger.com/Pages/Content.aspx?pageLabel=Insights-Loss-Illusion-Rethinking-Small-Cap-Quality-In-The-Intangible-EraPaper at SSRN: https://papers.ssrn.com/sol3/papers.cfm?abstrac…

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Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28 1:00:31

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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…

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Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27 59:18

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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…

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Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26 1:01:48

1M ago1:01:48

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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…

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Nick Maggiulli @dollarsanddata on the new economic classes in the US and The Wealth Ladder | S07 E25 59:30

1M ago59:30

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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…

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From Data Overload to Data Impact with Ritavan 1:06:36

2M ago1:06:36

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In this episode, Guy Spier speaks with Ritavan and Paaras about how businesses can unlock real value through data—not by chasing trends like AI or cloud, but by leveraging data purposefully. Ritavan shares insights from his book Data Impact, discussing how legacy companies often fall into the trap of tech commoditization. Learn how to: Use data lev…

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Lowell Capital's Jim and Abigail Zimmerman on LNF.TO, LYTS, MACF.L, and IWG.L | S07 E24 58:49

2M ago58:49

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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…

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Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23 1:03:09

2M ago1:03:09

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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…

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David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22 1:01:03

3M ago1:01:03

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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…

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

3M ago1:00:07

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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…

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

3M ago1:01:02

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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…

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

3M ago1:01:13

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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:…

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

3M ago1:00:51

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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 …

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

3M ago58:39

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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.…

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

4M ago1:02:16

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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…

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

4M ago1:01:02

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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…

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Alex Fitch - Eliminating Ego and Finding Value 55:19

4M ago55:19

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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…

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

5M ago46:50

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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 …

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

5M ago1:01:34

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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…

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Todd Ahlsten - Durable Moats & Increasing Relevance 56:56

5M ago56:56

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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…

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

5M 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…

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

5M 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…

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

5M 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…

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

5M ago1:01:13

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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…

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

6M 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…

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Jan van Eck - Finding Secular Trends Early 42:12

6M ago42:12

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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…

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Bob Robotti - Finding Opportunities In Cyclical Industries 44:49

6M ago44:49

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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…

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

6M ago1:01:50

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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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Tobias Carlisle - Searching For Deep Value 57:58

6M ago57:58

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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…

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

6M ago1:00:18

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

6M ago1:01:45

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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 …

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

6M ago59:39

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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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John Rotonti - Building a Winning Research Process 58:07

7M ago58:07

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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,…

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

7M ago1:00:14

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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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Welcome to A.U.M. 1:07

7M 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…

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

7M ago47:52

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

7M 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…

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

7M 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…

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

7M ago58:41

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

7M 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…

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

8M ago59:40

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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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Think smarter, not harder with Howard Marks 53:11

8M ago53:11

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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, …

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

8M 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…

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

8M ago59:58

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

9M ago1:00:59

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

9M 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…

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Luxury Fashion, Conference Swag and Supermarket Land Value with Gwen Hofmeyr, Maiden | S06 E45 1:01:13

9M 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. 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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Deep Value in Emerging Markets, China, India, Korea with Juan Torres Rodriguez, Schroeders | S06 E44 1:02:37

10M ago1:02:37

1:02:37

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…