Podcasts
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Buy Illiquid Risky Assets When High Yield Spreads Are WideDuring his recent interview on The Acquirers Podcast with Tobias, Dan Rasmussen of Verdad Capital discussed Buying Illiquid Risky Assets When High Yield Spreads Are Wide. Here’s…
Investing Lessons From The Dutch Famine Of 1944-45In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing Lessons From The Dutch Famine Of 1944-45. Here’s an excerpt from th…- Value Investors Are Too Meta-AnalyticalDuring his recent interview on The Acquirers Podcast with Tobias, Dan Rasmussen of Verdad Capital discussed Value Investors Are Too Meta-Analytical. Here’s an excerpt from the i…
- Fading To AverageIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Fading To Average. Here’s an excerpt from the episode: Tobias: If you’re conf…
- Marrying Baupost And BridgewaterDuring his recent interview on The Acquirers Podcast with Tobias, Dan Rasmussen of Verdad Capital discussed Marrying Baupost And Bridgewater. Here’s an excerpt from the intervie…
- (Ep.112) The Acquirers Podcast: Dan Rasmussen – Countercyclical: Small-Caps, Crisis And A Cycle-Driven Approach To Asset AllocationIn this episode of The Acquirers Podcast, Tobias chats with Dan Rasmussen of Verdad Capital who discusses his new paper Countercyclical Investing. During the interview Dan provi…
- Francois Rochon – Flexible ValuationsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Francois Rochon – Flexible Valuations. Here’s an excerpt from the episode: To…
Sir John Templeton: Mastering The Inner GameDuring his recent interview on The Acquirers Podcast with Tobias, William Green, author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life dis…- VALUE: After Hours (S03 E16): Francois Rochon And Valuation; Dutch Famine Of 44-45; $DIS and $MOIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Francois Rochon – Flexible Valuations Fading To Average Dutch Famine Of 1944-45 Are…
Options Are DangerousIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Options Are Dangerous. Here’s an excerpt from the episode: Tobias: I think if…- Bill Miller: Stoic Investing ComebackDuring his recent interview on The Acquirers Podcast with Tobias, William Green, author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life dis…
- Cheap Company Buy-BacksIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Cheap Company Buy-Backs. Here’s an excerpt from the episode: Bill: Man, I’m t…
- Great Investors Avoid Catastrophic LossDuring his recent interview on The Acquirers Podcast with Tobias, William Green, author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life dis…
- (Ep.111) The Acquirers Podcast: William Green – Richer, Wiser, Happier: Life Lessons From Twenty-Five Years Of Interviews With The World’s Greatest InvestorsIn this episode of The Acquirers Podcast, Tobias chats with William Green, author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life. During t…
- The Cheetah BottleneckIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Cheetah Bottleneck. Here’s an excerpt from the episode: Jake: All right, …
- VALUE: After Hours (S03 E15): Ballantyne $BTN, Cheetahs, Options and Quiet, Expensive MarketsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Ballantyne $BTN The Cheetah Bottleneck Cheap Company Buy-Backs Investing In Lumber …
Quality Brand MittelstandIn her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed Quality Brand Mittelstand. …
Finding One Foot HurdlesIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Finding One Foot Hurdles. Here’s an excerpt from the episode: Toby: It doesn’t …