Podcasts
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VALUE: After Hours (S03 E28): Scott, Scurvy And The South Pole; El Farol Bar Problem; Misunderstood LeverageIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value Investors Misunderstand Leverage Investing Lessons From Scot…
Why Foreign Investors Perform Well In ChinaDuring his recent interview on The Acquirers Podcast with Tobias, Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund discussed Why Foreign Investors Pe…
What Can We Learn From Robinhood’s S1In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What Can We Learn From Robinhood’s S1. Here’s an excerpt from the episode: To…- How China Cut-Off Short SellingDuring his recent interview on The Acquirers Podcast with Tobias, Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund discussed How China Cut-Off Short …
- What’s A Value Investor Supposed To Do?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What’s A Value Investor Supposed To Do? Here’s an excerpt from the episode: T…
- Why Chinese Companies Don’t Like To Report LossesDuring his recent interview on The Acquirers Podcast with Tobias, Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund discussed Why Chinese Companies Do…
- (Ep.122) The Acquirers Podcast: Vivek Viswanathan – China A, Quantamental Investing In China “A” SharesIn this episode of The Acquirers Podcast, Tobias chats with Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund. During the interview Vivek provided som…
- Mise en Place Investing In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Mise en Place Investing. Here’s an excerpt from the episode: Jake: What we’…
- VALUE: After Hours (S03 E27): Munger And Jack Ma, GMO’s Value Reversals, Mise en placeIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Munger And Jack Ma GMO’s Value Reversals Mise en place Investing H…
Dollar Cost Average Using OptionsDuring his recent interview on The Acquirers Podcast with Tobias, Tim Travis, founder and deep value investor at T&T Capital Management discussed Dollar Cost Average Using Optio…- Inflation Ultimately Drives The FedDuring his recent interview on The Acquirers Podcast with Tobias, Tim Travis, founder and deep value investor at T&T Capital Management discussed Inflation Ultimately Drives The…
- Marrying Value With Options During his recent interview on The Acquirers Podcast with Tobias, Tim Travis, founder and deep value investor at T&T Capital Management discussed Marrying Value With Options.…
- (Ep.121) The Acquirers Podcast: Tim Travis – Options & FinancialsIn this episode of The Acquirers Podcast, Tobias chats with Tim Travis, founder and deep value investor at T&T Capital Management. During the interview Tim provided some great i…
Asymmetric ReturnsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Asymmetric Returns. Here’s an excerpt from the episode: Mike: My pr…- Calculating Return RatesIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Calculating Return Rates. Here’s an excerpt from the episode: Tobia…
- Buy Public Companies Using A VC MindsetDuring his recent interview on The Acquirers Podcast with Tobias, David Barr, President & CEO of Pender Capital Management discussed Buying Public Companies Using A VC Mindset. …
- Animal SpiritsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Animal Spirits. Here’s an excerpt from the episode: Tobias: Animal …
- Opportunities In ‘Battleground’ Stocks During his recent interview on The Acquirers Podcast with Tobias, David Barr, President & CEO of Pender Capital Management discussed Opportunities In ‘Battleground’ Stocks. He…