Best Tobias Carlisle Podcasts (2025)

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Tobias Carlisle: Sun Tzu & Warren Buffett 56:14

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4h ago56:14

56:14

This episode is with a returning guest to the podcast - Tobias Carlisle. We talk about his new book, “Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking” The book takes a close look at Sun Tzu’s philosophy and then applies it to the deal making of Warren Buffett. The book focuses on Warren Buffett’s deals since Coke. I …

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TIP767: Mastermind Discussion Q4 2025: Sanofi, Remitly & Crocs w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra 1:26:32

18d ago1:26:32

1:26:32

Stig Brodersen is joined by Tobias Carlisle & Hari Ramachandra for another round of stock pitches. They discuss Sanofi, Remitly, and Crocs. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:54 - Why Hari is bullish on Sanofi’s strong vaccine and immunology pipeline (Ticker: NYSE: SNY) 00:05:30 - The bear case for Sanofi, including patent cliffs …

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Tim Melvin on Community Banks and Small Caps in Europe, Hong Kong and Japan | S07 E42 1:01:51

42m ago1:01:51

1:01:51

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 htt…

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BTC255: Bitcoin Is For Everyone w/ Natalie Brunell (Bitcoin Podcast) 1:00:13

1d ago1:00:13

1:00:13

Preston and Natalie discuss her book Bitcoin is for Everyone, a concise, accessible guide to Bitcoin’s relevance in today’s world. They explore Natalie’s personal immigrant story, the financial wake-up call of 2008, and how Bitcoin offers hope amid systemic dysfunction. They also address national vulnerabilities, military planning, and the future o…

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Laurence Endersen: The Compounder's Element | Why We're Solving for the Wrong Thing | Best Days Are Ahead 1:21:33

3d ago1:21:33

1:21:33

Laurence Endersen is an investment professional with over 30 years of experience and author of three books, including The Compounder’s Element, who champions patient wealth building through understanding one’s natural investing temperament and staying disciplined within it. Episode Sponsor: Fiscal AI is a modern data terminal—use my link for a two-…

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TIP771: Money Masters Of Our Time w/ Kyle Grieve 1:10:26

4d ago1:10:26

1:10:26

On today’s episode, Kyle Grieve discusses significant takeaways from the book Money Masters Of Our Time. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:07:58 - Warren Buffett's emphasis on "controlled greed" and "fascination with your craft" and why it's necessary to survive in the market for a lifetime00:11:14 - How to identify and take advantag…

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Excess Returns Pod: The Hidden Compounder Blueprint | Chris Mayer and Robert Hagstrom on Finding the Perfect Business 1:02:21

5d ago1:02:21

1:02:21

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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AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607 1:03:58

6d ago1:03:58

1:03:58

Today’s guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In today’s episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjective expectations, and the dangers of relying on past performance as a guide for future investments. We explor…

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TIP770: Mastering the Markets w/ Andrew Brenton 56:54

6d ago56:54

56:54

On today’s episode, Clay Finck is joined by Andrew Brenton to discuss the inefficiencies in the stock market as well as his investment thesis on Floor & Decor and Kinsale Capital. Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an average annual return of 18.8% versus…

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Jonathan Boyar on opportunistic value in $UBER, $UNF, $HHH, $MSGS, $BATRA and $MRK | S07 E41 1:00:04

35m ago1:00:04

1:00:04

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:/…

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Third Anniversary Episode: It's Not About the Money: Three Years of Wisdom on Wealth and Life 1:11:01

8d ago1:11:01

1:11:01

Guest Host: Dave Specht, senior fellow at the Drucker School of Management, two-time author, and creator of the Generational Wealth Masterclass with Jay Hughes, turns the tables to interview Bogumil using audience-submitted questions. Key Ideas: It’s Not About the Money - Despite the focus on investing and wealth management, Bogumil emphasizes that…

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BTC254: Bitcoin & Macro Overview w/ Luke Gromen Q4 2025 (Bitcoin Podcast) 1:02:40

8d ago1:02:40

1:02:40

Luke and Preston delve into America's financial fragility, exploring Treasury funding risks, shifting global power dynamics, and Fed policy challenges. They discuss the rising relevance of Bitcoin and gold amid liquidity constraints, and how economic missteps, tech sector bottlenecks, and geopolitical shifts may shape the future. IN THIS EPISODE YO…

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Robert Karas: Beyond Returns: What Buffett’s Early Partnership Letters Really Teach Us 1:08:31

10d ago1:08:31

1:08:31

Robert Karas is a Partner and Chief Investment Officer at Bank Gutmann in Vienna, Austria's oldest private bank, where he oversees investment strategies for ultra-high-net-worth clients. Robert is a seasoned investor on a lifelong journey known for his thoughtful investment philosophy and engaging market insights. 3:00 - Robert describes the 1960s …

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TIP769: How Home Depot’s Founders Built a $300 Billion Company from the Ground Up w/ Kyle Grieve 1:09:00

11d ago1:09:00

1:09:00

Kyle Grieve discusses the incredible origin story of Home Depot and the visionary founders who built it from nothing. He explores how Bernie Marcus, Arthur Blank, and Ken Langone overcame countless setbacks to create a retail powerhouse. Kyle also shares timeless business lessons on leadership, culture, and competitive advantage that continue to de…

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Value: After Hours: Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39 1:01:46

12d ago1:01:46

1:01:46

Please enjoy my recent appearance on Value: After Hours with Tobias Carlisle and Jake Taylor. One of my favorite interviews this season. A real weekend treat if you missed it! Guest: Bogumil Baranowski, founder of Blue Infinitas Capital, LLC, host of Talking Billions podcast, author of "Money, Life, Family," and investment professional with 20 year…

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TIP768: Best Quality Stock Idea Q4 2025 w/ Clay Finck 1:06:50

13d ago1:06:50

1:06:50

On today’s episode, Clay Finck breaks down his best quality stock idea for Q4 2025: Interactive Brokers. Interactive Brokers is a global online brokerage that gives investors access to markets around the world with industry-low costs in trading stocks, options, futures, currencies, and more. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:02:01 - …

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Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40 1:01:17

11d ago1:01:17

1:01:17

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://acq…

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BTC253: Quantum Computing and Bitcoin w/ Charles Edwards (Bitcoin Podcast) 54:22

15d ago54:22

54:22

Preston and Charles dive into the fundamentals of quantum computing, its transformative applications, and the looming threat it poses to Bitcoin encryption. They break down the distinction between physical and logical qubits, real-world use cases, and the exponential progress in the field. With timelines tightening, they call for urgent collaborati…

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The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606 1:50:11

1d ago1:50:11

1:50:11

Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion. In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech works, why it’s such a unique sector, and what has kept investors and c…

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Rupert Mitchell: Are We Extrapolating Wrong Again? | A Macro Veteran on Chinese EVs, AI Hype, and Why Things Are Never as Good or Bad as They Seem 59:35

17d ago59:35

59:35

Rupert Mitchell is a capital markets veteran with 30 years of institutional experience across three continents who now runs Blind Squirrel Macro, combining mythology, storytelling, and contrarian thinking to help investors understand why narrative often matters more than numbers in macro investing. Episode Sponsor: Fiscal AI is a modern data termin…

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Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605 1:02:05

20d ago1:02:05

1:02:05

Today’s guest is Joe Davis, Vanguard’s Global Chief Economist and Global Head of Vanguard’s Investment Strategy Group. His latest research on megatrends is covered in his book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments. In today’s episode, Joe explains why the coming decade for the U.S. economy will be shaped by a tu…

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TIP766: Intelligent Fanatics: How Great Business Leaders Win w/ Clay Finck 1:01:33

20d ago1:01:33

1:01:33

In this episode, Clay explores the concept of Intelligent Fanatics. Intelligent Fanatics are visionary leaders who build enduring, high-performance businesses through culture, focus, and integrity. Drawing from Ian Cassel and Sean Iddings’ book Intelligent Fanatics, Clay highlights how exceptional leaders like Herb Kelleher, Les Schwab, and Chester…

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Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39 1:02:10

2h ago1:02:10

1:02:10

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://acquire…

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TECH007: Longevity Roadmap w/ Seb Bunney (Tech Podcast) 1:10:51

22d ago1:10:51

1:10:51

In this wide-ranging conversation, Preston and Seb unpack the biology of aging and the emerging science behind longevity. They take about epigenetics, sirtuins, Yamanaka factors, and how AI may accelerate regenerative medicine, offering a glimpse into the future of human health. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:05:04 - Why Aging Mi…

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Daniel Rupp: The Contrarian's Guide to Asian Markets, From Peace Corps to Portfolio Manager, Learning from Hong Kong’s Worst Day Since Tiananmen & More 1:03:06

24d ago1:03:06

1:03:06

The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter stock analysis. Code BILLIONS gets you an extended trial + 10% off. Daniel Rupp is the founder and chief investment officer of Parkway Capital based in Hong Kong, bringing nearly two decades of Asian value investing expertise developed duri…

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TIP765: What the World’s Great Philosophers Can Still Teach Us About Wealth and Wisdom w/ Kyle Grieve 1:07:34

25d ago1:07:34

1:07:34

On today’s episode, Kyle Grieve discusses how timeless philosophical ideas can deepen our understanding of investing and life. He explores lessons from thinkers such as Spinoza, Nietzsche, Hume, and Pascal to reveal how concepts like persistence, skepticism, and luck shape decision-making. Kyle also connects these ideas to modern investing by drawi…

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

11d 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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TIP764: The Art of Buffett w/ Tobias Carlisle 1:30:53

27d 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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Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG| S07 E38 1:00:07

7d 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

29d 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

1M 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

1M 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

1M 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…

1
The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success 55:28

1M ago55:28

55:28

In this podcast, Matt Cochrane & I discuss “The Outsiders: Eight Unconventional CEOs” and their radically rational blueprint for success by William Thorndike Jr. The book was written in 2012 and breaks down 8 amazing CEO’s. The CEO’s discussed are: Henry Singelton, Warren Buffett, Tom Murphy, John Malone, Dick Smith, Bill Anders, and Bill Stiriz, a…

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

1M 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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Mebisode: When to Sell 16:23

1M 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

1M 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

28d 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…

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

1M 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

1M 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

1M 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

1M 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

1M 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…