Podcast
The Acquirers Podcast. Deep value, activism and contrarian investing, every week. Watch or listen here, or in your podcast app.
Episodes, page 18
- Value: After Hours S03 E25: Deep Survival and Hedging with Vol, VIX, Puts, $HYG and CashAbout Jake: Jake is a partner at Farnam Street. About Mike: Mike is a former HF analyst. 3rd gen Oklahoman who has retired to raise his three boys and manage his own money.
- Global Master: Bernard Horn on international value with Tobias Carlisle on The Acquirers PodcastPolaris Capital Management President and Portfolio Manager Bernard Horn Jr. has been in the value investing business since 1980 after graduating from MIT Sloan. Polaris is $15.3…
- Value After Hours S03 E24: Option Pricing, $AMC, Lumber, Gravity and Real EstateAbout Jake: Jake is a partner at Farnam Street. About Mike: Mike is a former HF analyst. 3rd gen Oklahoman who has retired to raise his three boys and manage his own money.
- Impossible Growth: Vincent Deluard of StoneX on gold, inflation, and hypergrowth MAGA stocks with Tobias Carlisle on The Acquirers PodcastVincent Deluard, CFA is a Global Macro Strategist and Director at StoneX. He is a professor of finance at Saint Mary's College and a member of the CFA Society.
- Value After Hours S03 E23: Qurate $QRTEA, Lumber, Formula One FWONA, Crypto, Meme StonksAbout Jake: Jake is a partner at Farnam Street. About Mike: Mike is a former HF analyst. 3rd gen Oklahoman who has retired to raise his three boys and manage his own money.
- Value:After Hours S03 E22 Mike Mitchell on Lumber, Houses and Inflation; Healthcare Tapeworm; Value, Size and QualityAbout Jake: Jake is a partner at Farnam Street. About Mike: Mike is a former HF analyst. 3rd gen Oklahoman who has retired to raise his three boys and manage his own money.
- Methodical Value: Gary Mishuris on his concentrated long-term intrinsic value strategy and process with Tobias Carlisle on The Acquirers PodcastGary Mishuris is the Managing Partner and Chief Investment Officer of Silver Ring Value Partners, an investment firm with a concentrated long-term intrinsic value strategy. Prior…
- Value: After Hours S03 E21 LEAPs and Cash Hedges, Crypto and The Gold Rush, Growth Back OnAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Fed Up: Colin Lancaster on macro investing, quantitative easing, and the role of central banks in modern markets with Tobias Carlisle on The Acquirers PodcastCOLIN LANCASTER, the author of FED UP!, is a 25-year Wall Street professional who has managed investment operations in London, New York, Hong Kong, Singapore, Chicago, and San…
- Value: After Hours S03 E20 Will the Small Value Rally Continue? Markel and The Body Keeps the ScoreAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- History Buffett: Adam Mead on the Berkshire's complete financial history with Tobias Carlisle on The Acquirers Podcast
- Value: After Hours (LIVE): Crypto Special Situation, Value vs Growth and Momentum, Wild Swings
- Gold Value: Equinox's Sean Fieler on gold mining, activism, and inflation with Tobias CarlisleSean Fieler is President of Equinox Partners, L.P. and the Kuroto Fund, L.P. Sean discusses the precious metals space – especially junior mining companies. He reveals his outlook…
- Value: After Hours S03 E18 Warren Buffett's Berkshire Hathaway Annual Meeting and TransformersAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Modern Graham: Arena's Dan Zwirn on deep value special situations with Tobias Carlisle on The Acquirers PodcastSince 2015 Daniel Zwirn has been Chief Executive Officer and Chief Investment Officer of Arena Investors LP, a $2.2 billion global investment firm with offices in New York,…