All Episodes
The Acquirers Podcast — 431 episodes
Author and investor Adam Mead on Berkshire Hathaway $BRK.A / $BRK.B, Warren Buffett, Abel | S08 E16
Matthew Tuttle on his short $ARKK ETF $SARK, inverse Cramer, $UAD, $SPCI, $UFOD, $MSTU | S08 E15
Christopher Bloomstran on Warren Buffett, Berkshire Hathaway $BRK.B, $BLDR, $DECK, $ALK, | S08 E14
Mark Cooper on global small cap value, AI and managing small cap long/short at MAC Alpha | S08 E13
Eric Jorgenson on $TSLA, SpaceX, Twitter/X and his new book The book of Elon | S08 E11
Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10
Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09
Derek Pilecki on long/short financials investing, regional banks, non-banks and insurance | S08 E08
Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07
Juan Torres on emerging market value investing, China, Indonesia and Taiwan | S08 E06
Jay D. Hatfield, Portfolio Manager InfraCap Small Cap, Income, MLPs and REIT Preferreds | S08 E05
Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC) | S08 E04
Ian Cassel on MicroCapClub, the PlanetMicroCap acquisition and IntelligentCM | S08 E03
Andrew Summers of Summers Value Partners on healthcare, biotech $GILD, $QURE and $ELMD | S08 E02
Gary Mishuris on $PHIN and $WBD, options and intrinsic value investing | S08 E01
Russell Napier on The Solid Ground, Anatomy of a Bear, The Library of Mistakes and Value | S07 E45
Value Stock Geek on the Magnificent 7, tech, $AZO, the Weird Portfolio | S07 E44
Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT | S07 E43
Tim Melvin on Community Banks and Small Caps in Europe, Hong Kong and Japan | S07 E42
Jonathan Boyar on opportunistic value in $UBER, $UNF, $HHH, $MSGS, $BATRA and $MRK | S07 E41
Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40
Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39
Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG| S07 E38
Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36
SMB acquirer Colin King on Entrepreneurship-through-Acquisition and Search Funds | S07 E36
Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35
Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking | S07 E34
Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33
Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32
Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31
Investment Philosophers: Financial Lessons from the Great Thinkers with Ethan A. Everett | S07 E30
Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandal | S07 E29
Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28
Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27
Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26
Nick Maggiulli @dollarsanddata on the new economic classes in the US and The Wealth Ladder | S07 E25
Lowell Capital's Jim and Abigail Zimmerman on LNF.TO, LYTS, MACF.L, and IWG.L | S07 E24
Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23
David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22
Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller | S07 E21
John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks | S07 E20
Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and Markets | S07 E19
Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18
Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s Multiple | S07 E17
Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood | S07 E16
Legendary value investor Rich Pzena on his 30-year career and the opportunity today | S07 E15
Markets in Turmoil: Tariffs and China. Brewster joins us for a classic Value:After Hours | S07 E14
How *Not* to Invest with Barry Ritholtz: | S07 E13
Buyout and venture capital investing in Japan and China: Our trip to Tokyo and Shanghai | S07 E12
Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY valuation and debt | S07 E11
Oil and gas stock investor Joshua Young on $90 WTI oil, small cap oil and gas and shale | S07 E10
Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09
Deep value investor Andrew Wellington on predicting earnings, value multiples and Mag 7 | S07 E08
Neuroscientist Anne-Laure Le Cunff on her book Tiny Experiments and systematic curiosity | S07 E07
Ardal Loh-Gronager on his book The Perceptive Investor, Global equity investment, China | S07 E06
Michael Gayed on Leading and Lagging Indicators, Small Caps, Inflation, Big Tech | S07 E05
Alex Morris on Buffett and Munger Unscripted, $MSFT, $META, $GOOG, $AAPL Big Tech Cap Ex | S07 E04
Ian Cassel on small and micro cap investing and the traits of good and great investors | S07 E03
Jim O'Shaughnessy on AI, ventures, publishing, markets and his new book Two Thoughts | V:AH S07 E02
Dan Rasmussen on Investing in Europe, Japan, US Small Value and The Humble Investor | V:AH S07 E01
Jason C. Buck on volatility, options, crises, crashes, value and reasons to be optimistic | S06 E47
Activism, REITs, capital allocation and Four Corners Property Trust with Bill Lenehan | S06 E46
Luxury Fashion, Conference Swag and Supermarket Land Value with Gwen Hofmeyr, Maiden | S06 E45
Deep Value in Emerging Markets, China, India, Korea with Juan Torres Rodriguez, Schroeders | S06 E44
Fitness Alpha, Health, Enlightenment and Markets with Phil Pearlman, Pearl Institute | S06 E43
Banks, REITs, Energy and Betting Markets with Tim Travis, Portfolio Manager, TT Capital | S06 E42
Undervalued auto OEM and offshore energy with Matthew Fine, Portfolio Manager Third Avenue | S06 E41
Undervalued stocks in Japan and England with Ben Beneche, co-founder Tourbillon Partners | S06 E40
European shorts, packaging, and financials with investor George Livadis | Value After Hours S06 E39
Aircraft hangars, mineral royalties, and gold with investor Mike Meixler | Value After Hours S06 E38
Special situations in Europe and the UK with Investor Conor Maguire | Value After Hours S06 E37
Value After Hours S06 E36 Author Brendan Hughes on Markets in Chaos: A History of Market Crises
Value After Hours S06 E35 Doug Ott on Arthur J Gallagher (AJG) Mettler-Toledo (MTD) Pool Corp (Pool)
Value After Hours S06 E34 Alex Morris on The Science of Hitting, Celsius $CELH, $MNST, $FND, $SMG
Value After Hours S06 E33 Big Short's Vincent Daniel and Porter Collins on Gold, Oil, and Housing
Value After Hours S06 E32 Microcap investor Whit Huguley on Citizens Bank, FitLife, and Greenfirst
Value After Hours S06 E30 Bloomberg' Steve Hou on pricing power and analyst ratings turnarounds
Value After Hours S06 E31 Investor and author Guy Spier on his investment and life philosophies
Value After Hours S06 E29 Mindset Value's Aaron Edelheit on value investing in cannabis and hemp
Value After Hours S06 E28 Asif Suria on The Event-Driven Edge in Investing and Special Situations
Value After Hours S06 E27 Quality Compounding's Pieter Slegers on The Art of Quality Investing
Value After Hours S06 E26 Adam Mead on The Financial History of Berkshire and Warren Buffett
Value After Hours S06 E25: Luca Dellanna on his books Winning Long-Term Games and Ergodicity
Value After Hours S06 E24: Bill Brewster's back on Roaring Kitty, $NVDA, $TSLA, Isotopes, Small Caps
Value After Hours S06 E23: Matthew Sweeney on Laughing Water's boutique concentrated value strategy
Value After Hours S06 E22: Robert G Hagstrom on The Warren Buffett Way and the art of value
Value After Hours S06 E21: Brian Bares on Moats, Analytical Edges, and the Importance of Growth
Value After Hours S06 E20: Tom Morgan on McGilchrist’s Hemisphere Theory and the Hero's Journey
Value After Hours S06 E19: Third Avenue's Small-Cap Value Portfolio Manager Victor Cunningham
Value After Hours S06 E18: Ben Claremon on Devonshire Partners' Micro Public-to-Private Equity Strat
Value After Hours S06 E17: Jason C. Buck on the Mutiny Fund, the Cockroach Portfolio and Volatility
Value After Hours S06 E16: Zeke Ashton on value investing in the early 2000s and his return
Value After Hours S06 E15: Seawolf's Vinny Daniel and Porter Collins on the economy, value and banks
Value After Hours S06 E14: Vitaliy Katsenelson on soul in the game, value, sideways markets $TSLA
Value After Hours S06 E12: Eric Cinnamond on small cap value, absolute return, and the stock market
Value After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacks
Value After Hours S06 E10: Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China
Value After Hours S06 E09: Economist Jonathan Treussard on risk management, Black Swans and MBS
Value After Hours S06 E08: Vixologist Jim Carroll on the VIX, vol, 0DTE options and Burgelman's Trap
Value After Hours S06 E07 New Constructs' David Trainer on forensic accounting analysis, AI and ML
Value After Hours S06 E06 200th Episode, Bill's Back, Value on Macro, Value and ZIRP, Farmer's Fable
Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration
Value After Hours S06 E04 Validea's Jack Forehand and Justin Carbonneau on value, growth and momo
Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and Japan
Value After Hours S06 E02: Tim Travis on options, energy, financials, including $C, $BRK, and $FFH
Value After Hours S06 E01: Christopher Tsai on $TSLA, growth investing, and his mentor Ron Baron
Value After Hours S05 E35: Schroeder's Torres on emerging markets value and Type I and II errors
Value After Hours S05 E 47: Holiday Special 2024 Predictions on Small Value, Oil, Gold, $SPY & $BTC
Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the Fed
Value After Hours S05 E 45: Forensic analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACE
Value After Hours S05 E 44: Bill Brewster on Elliott activism on Crown Castle, Value vs Growth
Value After Hours S05 E 43: ReSeed's Moses Kagan and Rhett Bennett on real estate and property
Value After Hours S05 E 42: Daily Dirt Nap's Jared Dillian on Small Value and his book No Worries
Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing
Value After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant Mills
Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value
Value After Hours S05 E38: WSJ's Spencer Jakab on The Revolution That Wasn't: GameStop and Reddit
Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value Spread
Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield Curves
Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^n
Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance
Value After Hours S05 E32: Value Spread, Value Returns, Stock Market All-Time High, Darwin's Darlings
Value After Hours S05 E31: Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and Bonds
Value After Hours S05 E30: Kyler Hassan on Quality, Value, $AMZN, and Mauboussin's Whitepaper
Value After Hours S05 E29: Jonathan Boyar on Special Situations, $UBER, $BATR and Jake on Ergodicity
Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade
Value After Hours S05 E27: Precautionary Principle; Value Spread Closes; Market and Economy Disagree
Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates
Value After Hours E05 S25: Half-Year Prediction Update; Small Cap Value; Scale, Buffett and $BRK
Value After Hours E05 S24: Mark Valdez on Mergers and Acquisitions, Search Funds and Venture Capital
Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds Stocks
Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value
Value After Hours S05 E21: Justin Carbonneau and Jack Forehand on What Factors Work in the Market
Value After Hours S05 E20: Jeff Weniger on Value v Growth, Housing, and the 70s Stock Market Crashes
Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett
Value After Hours 05 18: Michael Kao, Urban Kaoboy; Alpha with Asymmetry; Capital Structure Arb
Value After Hours 05 17: Value Stock Geek on Deep Value, Hindenburg on Icahn, Regional Bank Canaries
Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed
Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior
Value After Hours S05 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% Rule
Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and Recession
Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of Value
Value After Hours S05 E11 Behavioral Errors, The Art of Learning and Yield Curve Inversion
Value After Hours S05 E10 Special Silicon Valley Bank Run Edition; Gribbin's Ice Age on Milankovitch
Value After Hours S05 E09: Stock Market and Real Estate Crashes, Energy, Mortgages and Credit
Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing Slowdown
Value After Hours S05 E07: Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s inflation
Value After Hours S05 E06: Parkinson's Law, Value 92nd Percentile Cheap, Just Buy $AAPL?
Value After Hours S05 E05: Value Spread Wide, Forward Earnings Rolling Over, Soft Landings
Value After Hours S05 E04: Value Beaten in January, Bears and Rate Cuts, Richard Hamming's Research
Value After Hour: S05 E03 3-10 Prophecy Fulfilled, Centralia Coal Fires and Inflation, Tech Layoffs
Value After Hours S05 E02: 2022 Year in Review, The Inner Game, Value Spreads and the 3/10 Inversion
Value After Hours S05 E1: 2023 Predictions, Market Crashes, Small Value, Don't Make Predictions
Value After Hours S04 E44: Small Value, 10-3 Steepest Ever, Invisible Present, $HD Home Depot
Value After Hours: S04 43: Journalytic Launch, 10-3 Inversion and Recessions, SBF and FTX GTFO
Value After Hours: S04 42: Cheap Value, Apoptosis, One of the Most Serious Podcasts in the World
Value After Hours S04 41: Fortune Favors the Brave, Asteroid Mining, Tech Layoffs + GOOG Activism
Value After Hours S04 40: The Buffett Indicator, Small Quality Value, Risk and Crashes
Acquirers Podcast: Vincent Daniel and Porter Collins from Seawolf on Energy, Inflation and the Fed
Value After Hours 04 38: No Panic, Value Investing in the 70s, 10-3 Treasury Inversion, Pace Layers
Value After Hours 04 37: Cathie Wood and Charles Akre, Ten Things That Derail Peter Leydon's Future
Value After Hours 04 36: Analysts Predicting Growth, Peter Leydon Futurism, Letter to the Fed
Value After Hours 04 35: Predicting Growth, Dalio Steps Down, Musk $TWTR On, $AMZN Retrospective
Value After Hours S04 E34: Build-a-Bear Workshop; The Gini Coefficient; and Graham on Margin
Value After Hours S04 E33: Equity Duration & Inflation, The Nifty Fifty, and Vermeer Fakes
Value After Hours S04 E32: Tera-Caps and Tech Outperformance; The Price of Time;
Value After Hours S04 E31: Crypto Bankruptcies, Pacific Crest Through-Hiking, Small Caps are Due
Value After Hours S04 E30: The Long Way; $SPY Bull, Bear, Basic and Benign Return Paths
Value After Hours S04 E29: The Boring 20s, Burry Sells All But Prisons, Value and Interest Rates
Value After Hours S04 E28: Wide Value Spread, Einhorn on Value, Aggregate in Aggregate
Value After Hours S04 E27: Small Value is Quality, Energy in Food, Financials and the Consumer
Value After Hours S04 E26: Market valuation, Historical Bears and Artificial Intelligence
Value After Hours S04 E25: Musk over with $TWTR, Oil and Power, Buffett Buys More $OXY
Value After Hours S04 E24: Is the Value Run Over? Ed Thorpe on Markets and Life, Buffett Buys More $OXY
Value After Hours S04 E23: Warren Buffett's Letter to See's Candy; Bear Markets, Acquirers Multiple and Net Nets;
Value After Hours S04 E22: Quality, Cotton-Eye Joe Market, Markets in TurmOIL! and Metal Detection
Value After Hours S04 E21: Chesterton's fence; When quality fails; Inflation, Data and Predictions
Value After Hours S04 E20: Scouts vs Soldiers, $RH, Macro Crashes, Cheap Tech and Commodities
Value After Hours S04 E19: NYSE Opening Bell, The Iron Worm, Retail Apocalypse, Crash or Megabear?
Value After Hours S04 E18: Warren Buffett v Cathie Wood, Small Cap Value and Growth, Dopamine
Value After Hours S04 E17: Warren Buffett and Charlie Munger's Berkshire Hathaway Meeting in Omaha
Value After Hours S04 E16: Value Undervalued, Ten-Year Treasury Vertical and Antagonistic Pleiotropy
Value After Hours S04 E15: How Warren Buffett Negotiates a Deal, Charlie Munger on $BABA, The story of National Cash Register, an early tech stock
Value After Hours S04 E14: Elon Musk $TWTR Activism, Joel Greenblatt on Acquirers, Hitting Science
Value After Hours S04 E13: Graham's Take on Book Value, 10-2 Treasury Inversion, and Infinity
Value After Hours S04 E12: Buffett and $Y, and $OXY; Oil, Nickel, Wheat and Commodities Go Nuts
Value After Hours S04 E11: AAII Bulls vs Bears vs Fear/Greed, Stagflation, The Surrender Experiment
Value After Hours S04 E10: Weird Moves, Weird Market; Fimbulwinter v Ragnarok; Nuclear War
Value After Hours S04 E09: Devolution of Returns by Decade, Change to Acquirers Multiple, Calloway
Value After Hours S04 E08: $FB Facebook, Bull Russia, The Outside View, Camels
Value After Hours S04 E07: Value Returns 1866 to Date, Certain to Win and Boyd's OODA Loop
Value After Hours S04 E06: Acquirers Multiple All-Time Spread, $ARKK Blow-up, The Red Queen
Value After Hours S04 E05: Value Best 50 Days, Misinformation, $QRATE vs $ZM Update
Value After Hours S04 E04: Markets in Turmoil! Growth vs Value Sell-offs, Gravity, $NFLX
Value After Hours S04 E03: Greenwald on Buffett's Moats, Defying Base Rates, The Lyapunov Window
Value After Hours: Cytokine Storms, $GOOG Valuation, Buffett on Coke $KO, Vale Lou Simpson
Value After Hours: Value is the Widowmaker Trade, EO Wilson, Tobacco Stocks for Divvies
Value After Hours S03 E 48 Holiday Special, Time Person of the Year Indicator, Hard Work, AMC Spaces
Value After Hours S03 E47: Value Rises, Growth Falls; $MO and Lasers
Value After Hours 03 46: Crashless Generation; Value Spread; Heart Disease, Stress and Cortisol
100th Episode Special: Value After Hours: The Value / Growth Reversal, Munger's Mental Models, $VIX With Special Guests Ian Cassel, Mike Mitchell and Jason Buck
Value After Hours S03 E44 Returns to Growth and Value, Inflation $ETH, $BTC and Crypto
Value After Hours S03 E43: David Gardner, Small Value and Market Value, Yoshiaki Murakami and Japanese Value
Value After Hours S03 E42: Pzena Value and Quality; $TSLA, and NFT Bubble; and Cynefin framework
Value After Hours S03 E41: Value Fund Letters, Toxoplasmosis and Risk-taking, $FB and the Metaverse
Value After Hours S03 E40: Inflation and Value By Decade, Small Caps and Interest Rates, and Wu Wei
Value After Hours S03 39: Value Cheap for a Reason? Late-Innings Complacency, Munger Buys More $BABA
Value After Hours S03 E38 Drawdowns, How Does Quality Work? and Love and Meditation, Bad Ideas, OTC sales
Value After Hours S03 E37 $ATUS, Did I Miss the Turn in Value? The Ten-Year Spikes, Fingerprint Bias
Value After Hours S03 E36 China, $BABA; The Perfect Gambling Environment; and Mauboussin Strange.
LBO Myth: Jeffrey C Hooke on private equity myths with Tobias Carlisle on the Acquirers Podcast
Value After Hours S03 E35 Value Growth Spread Widest Ever, Fishing with Munger in China, Think Twice
Risky Moves: Dr Richard Smith on risk and uncertainty with Tobias Carlisle on The Acquirers Podcast
Value After Hours S03 E34 Mass Extinctions, GMO's Value vs Growth Letter and Grantham's Bubble Call
Core Earnings: New Constructs' David Trainer on Earnings Distortions with Tobias Carlisle on The Acquirers Podcast
Value After Hours S03 E33 Memetics, NFTs, and Warren Buffett's Birthday
Quality Moats: 7Investing's Matt Cochrane on investing in high-quality, wide-moat, growth stocks with Tobias Carlisle on the Acquirers Podcast
Value After Hours S03 E32 Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Supply Chains
Wine and Whisky: Investment grade wine and whisky with Elite consultants Steve and Pat with Tobias Carlisle on the Acquirers Podcast
Value After Hours S03 E31 Charlie Munger's $BABA position, RATM's Tom Morello on mastery and $QRTEA
Hail Mary: William L Silber on The Power of Nothing to Lose with Tobias Carlisle on The Acquirers Podcast
Value After Hours S03 E30 Warren Buffett's Berkshire Hathaway Earnings, How to Meet & Greet, $QRTEA
Alphaville: Jamie Powell on reporting for the FT's Alphaville blog with Tobias Carlisle on The Acquirers Podcast
Metal Royalty: Vox Royalty's CIO Spencer Cole on precious metals royalty and streaming with Tobias Carlisle on the Acquirers Podcast
Value After Hours S03 E29: Lumber, Einhorn's Greenlight Letter, 17.5% Yearly Returns Expectations
Value After Hours S03 E28: Scott, Scurvy and the South Pole; El Farol Bar problem; $PSTH
China A: Vivek Viswanathan on investing in China "A" shares with Tobias Carlisle on The Acquirers Podcast
Value After Hours S03 E27: Munger and Jack Ma, GMO's Value Reversals, Mise en place
Financial Options: Tim Travis on value, options and financials with Tobias Carlisle on the Acquirers Podcast
Value After Hours S03 E26: Lumber, Inflation, Deep Survival
Venture Value: David Barr on small and micro growth and value with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S03 E25: Deep Survival and Hedging with Vol, VIX, Puts, $HYG and Cash
Global Master: Bernard Horn on international value with Tobias Carlisle on The Acquirers Podcast
Value After Hours S03 E24: Option Pricing, $AMC, Lumber, Gravity and Real Estate
Impossible Growth: Vincent Deluard of StoneX on gold, inflation, and hypergrowth MAGA stocks with Tobias Carlisle on The Acquirers Podcast
Value After Hours S03 E23: Qurate $QRTEA, Lumber, Formula One FWONA, Crypto, Meme Stonks
Value:After Hours S03 E22 Mike Mitchell on Lumber, Houses and Inflation; Healthcare Tapeworm; Value, Size and Quality
Methodical Value: Gary Mishuris on his concentrated long-term intrinsic value strategy and process with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S03 E21 LEAPs and Cash Hedges, Crypto and The Gold Rush, Growth Back On
Fed Up: Colin Lancaster on macro investing, quantitative easing, and the role of central banks in modern markets with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S03 E20 Will the Small Value Rally Continue? Markel and The Body Keeps the Score
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 Carlisle
Value: After Hours S03 E18 Warren Buffett's Berkshire Hathaway Annual Meeting and Transformers
Modern Graham: Arena's Dan Zwirn on deep value special situations with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S03 E17 Vale Charles De Vaulx, Falconry, and Journaling, Inversion.
Countercycle: Verdad's Dan Rasmussen on asset allocation with Tobias Carlisle
Value: After Hours S03 E16 Francois Rochon and Valuation; Dutch Famine of 44-45; $DIS and $MO
Richer Wiser: William Green discusses great investors with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S03 E15 Ballantyne $BTN, Cheetahs, Options and Quiet, Expensive Markets
Substacking: Linda Lebrun on FinTwit's substacks with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S03 E14 Bill's Rant, Charlie Munger Buys Alibaba $BABA, Ant and Bee Intelligence
Caesar's Coup: Max Frumes and Sujeet Indap on bankruptcy and vulture investing with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S03 E13 Adaptive Radiation, Undervalued Quality Resurgence, Big Hwang Blows Up
Expected Value: Evan Tindell on value investing and poker with Tobias on The Acquirers Podcast
Value: After Hours S03 E12 The Risks and Rewards of Concentration, PG's Axioms and Neversell
Value: After Hours S03 E11 Reopening Trade, Airlines at Ludicrous Speed, and Low T Birds
African Value: Adrian Saville on pan-African and frontier investing with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S03 E10 Bonsais and Investing; Portfolio Management; Small, Cheap, Junk Rally
Buffett Watch: Chris Bloomstran on Warren Buffett and Berkshire $BRK.B with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S03 E9 Bumper Warren Buffett $BRK.A $BRK.B Berkshire Hathaway Letter Edition
Quality Shareholder: Lawrence Cunningham on Warren Buffett, Berkshire Hathaway and the QSs with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S03 E8 $Bitcoin Bulls, $TSLA Goes, $ARKK Goes, Bloomstran and $BRK.A
Capital Allocator: Ted Seides on investing in hedge funds ith Tobias on The Acquirers Podcast
Value: After Hours S03 E7 HELA cells, Energy, Inflation and Morality in Investing
Alpha Europe: Drew Dickson on European behavioral investing with Tobias on Acquirers Podcast
Value: After Hours S03 E6 $TSLA Buys $BTC, ARK's Presentation on the Future, and Robinhood
Growth Maven: Matt Joass on "S" adoption curves and high growth with Tobias on The Acquirers Podcast
Value: After Hours S03 E5 $GME and the WSB Short Squeeze, Crazy Valuations, Stoic Sperm Whales
No Narrative: Michael Mitchell on deep value and Michael Price with Tobias on The Acquirers Podcast
Value: After Hours S03 E4 Gored Bullfighters, $GME and Wall Street Bets, Value Is the Driver
Thrift Conversions: Jim Royal on thrift conversions and special situations with Tobias Carlisle on The Acquirers Podcast
Vixology: Jim Carroll on the VIX and volatility complex with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S03 E2 St Petersburg Paradox, JPM's Wide Value Spread, Risk and Valuation
Small Value 2: Eric Cinnamond returns for more small value with Tobias on The Acquirers Podcast
Value: After Hours S03 E1 GMO's Last Dance, Challenger "O" Ring and Internet-Scale Businesses
Special Ops: Andrew Walker talks SPACs, spec sits and value with Tobias on The Acquirers Podcast
Lyrical Value: Andrew Wellington on deep value and quality with Tobias Carlisle on the Acquirers Podcast
Value: After Hours S02 E51 2020 Year in Review, Baby Carrots-Zugzwang, Twitter Crowdsourcing
Value: After Hours S02 E50 Treasure Hunting, Invincible Industrialists, and Stock Market Operators
Value: After Hours S02 E49 High-Growth Reinvestment, Active Investment, and Magic Numbers
Low Turner: Elliot Turner on low-turnover compounding with Tobias on the Acquirers Podcast
S02 E48 Fear and Greed, $SPR and Solitude and Leadership
Value: After Hours S02 E47 Investors Be Thankful, Horsebetting, and Buffett's Hitting Coach Munger Value: After Hours
Smart Money: Steve Clapham on forensic accounting for hedge funds with Tobias Carlisle on The Acquiers Podcast
Value: After Hours S02 E46 Buffett sells $COST, Einhorn's $GLRE and Icahn's $IEP, Long-lived Instos
Science of Hitting: Alex on Buffett-style value, and #neversell with Tobias on The Acquirers Podcast
Value: After Hours S02 E45 Golden Jubilee, Buffett Bonanza, Archery vs Darts, Selling Growthy Value
Structured Value: Matt Peterson on options and value with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E44 Hull Speed, Small and Micro Value Renaissance, #neversell
Compound Quality: Kyler Hasson on tax-conscious compounding with Tobias on the Acquirers Podcast
Value: After Hours S02 E43 Einhorn's Bubble Hunting, Risk-Taking, and Lessons from Nuclear Meltdowns
Startup Guru: Chris Bakke on start ups, venture capital and angel investing with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E42 Mauboussin and UFO Cults, Small and Micro Value and Thematic Investing
Value Saga: Joe Frankenfield on high-growth value with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E41 Sushi Roll Economics, Loeb's Mickey Mouse Activism $DIS, $CMCSA
Value Spectrum: Laughing Water's Matt Sweeney on concentrated, event-driven small value with Tobias on The Acquirers Podcast
Value: After Hours S02 E40 Inflation and Value, Puggy Pearson's Portfolio, Aerospace and $SPR
Applied Value: David Horn on the Columbia Applied Value course with Tobias on The Acquirers Podcast
Value: After Hours S02 E39 Business Code Breaking, The Big Con and Edward Chancellor, Market Wizards
Mutiny Fund: Pearson and Buck on "Black Swan" Volatility with Tobias on The Acquirers Podcast
Value: After Hours S02 E38 Cicadas, Parasites and Prime Numbers, Value Cabbage, and French Cashflows
Activist Hedge: Nicole Boyson on activism in academia with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E37 Butterflies, Trust, and Ethical Collapse; $NKLA Goes Downhill; $QRTEA
Shrinking Alpha: Larry Swedroe on alpha and value with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E36 Masa Son's $4billy YOLO Trade, Slime Value Investors, Creativity in Value
Navalmanack: Eric Jorgenson on The Almanack of Naval Ravikant with Tobias on The Acquirers Podcast
Value: After Hours S02 E35 Warren Buffett Buys Japan, Bill's Big Bet, RJR RuBisCO, the Buffett Indicator
FOIA Warrior: Scott Jackson on small value, and FOIA requests with Tobias on the Acquirers Podcast
Value: After Hours S02 E34 Dan Loeb on Strategy, Buy Now Pay Later $QVCC, Cocker Spandrels
Franco's Filter: Francisco Olivera on highly concentrated quality with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E33 Montier on Valuations and Carry, Buffett Buys GOLD, OPM
Moat Master: Brian Bares talks small cap, moats, and high growth with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E32 $WFC and banks, Cantillon Trillions, Structural Dynamics
Severe Value: Mittleman Brothers' Chris Mittleman looks back on two decades of value with Tobias Carlisle on the Acquirers Podcast
Value: After Hours S02 E31 Stoicism for Value Investors, 195 Years of Value, and Fade $SBUX
Two Centuries: Mikhail Samonov on 195 years of value returns and crashes with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E30 Asimov's Foundation, $WFC and Buffett's Miss, and Blackrock's Call to Fade Value
Odd Ball: Nate Tobik on off-the-run stocks, odd lots, flipping Legos, Japanese net nets and banks with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E29 Buffett's Got The Greatest Trade Ever, $WFC WTF, Investor Personalities
Dark Arts: Mike Puangmalai on activism and corporate governance tricks with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E28: Christensen's How to Measure Your Life, Cheap Banks, Wide Value Spread
Canada Micro: Paul Andreola on microcap investing with Tobias Carlisle on The Acquirers Podcast
Value: After Hours LIVE S02E27: Ghost Town Economics, $UAL Mileage Bonds, Do Fundamentals Matter?
Cliff's Perspective: AQR's Clifford Asness on fundamental analysis and systematic value with Tobias Carlisle on The Acquirers Podcast
Value: After Hours LIVE S02E26: Bill's Robinhood Follow-up, Bernstein's Deep Risk, Quality at an Unreasonable Price: $INTC and $LMT
Growth Score: Partha Mohanram on his how he finds the winners in the expensive / glamour stocks with his G-Score with Tobias Carlisle on the Acquirers Podcast
Value: After Hours LIVE S02E25: Dark Matter, Treacherous Markets and Bill's Robinhood Statement
Niche Acquirer: Michael Girdley on Dura Software's hyper-niche software acquisition strategy with Tobias Carlisle on The Acquirers Podcast
Value: After Hours LIVE S02E24: Price Drives Diligence, The Right Size II, Bankruptcy Gamblers
Micro Machine: Maj Soueidan on nano cap investing with Tobias Carlisle on The Acquirers Podcast
Value: After Hours LIVE S02E23: Don't Call it a Comeback, The Right Size I, Aerospace Decimation
Business Analyst: John Huber talks quality businesses with Tobias Carlisle on The Acquirers Podcast
Value: After Hours LIVE S02E22: It's Value vs Glamour, $TSLA Tesla Write-Off, Slack in Systems
Davos Man: Nicholas Pardini on global macro trends with Tobias Carlisle on The Acquirers Podcast
Value: After Hours LIVE S02E21: Is Value a Value Trap,The Winchester Mystery House, Cash n' Carry
Boutique RE: Moses Kagan's Adaptive on real estate investing with Tobias Carlisle on The Acquirers Podcast
Value: After Hours LIVE S02E20: AQR's Is Value Dead, Baumol's Cost Disease, Weird Times
Tulip Mania: Chris Bloomstran on Warren Buffett and Berkshire Hathaway with Tobias Carlisle on The Acquirers Podcast
Value: After Hours LIVE S02 E19: Bumper Buffett BRK.A BRK.B Berkshire Hathaway Bull Session
eSports NERD: Will Hershey on gaming, eSports and digital entertainment with Tobias Carlisle on The Acquirers Podcast
Value: After Hours LIVE S02 E18: HOLD! Investing from First Principles, When Buffett Was a Quant
Extreme Value: Dan Ferris on high-quality businesses with Tobias Carlisle on The Acquirers Podcast
Value: After Hours LIVE S02 E17: OIL! The Grid and Complex-Adaptive Systems, Bill's Story Arc
Baby Buffett: Permanent Equity's Brent Beshore on buying out small-to-medium businesses with Tobias Carlisle on The Acquirers Podcast
Value: After Hours LIVE S02 E16: Warren Buffett's Selling, Sand Pile Criticality, and FWONK / FWONA
Berkshire.com: How Tiny's Andrew Wilkinson is building the Berkshire Hathaway of the Internet with Tobias Carlisle on The Acquirers Podcast
Value: After Hours LIVE S02 E15: Is it Safe?, Value and the Market, Decision Making: Iterating
Titan Tech: Clayton Gardner talks old-school hedging in new-school tech with Tobias Carlisle
Value: After Hours S02 E14: The Grain-of-Salt Indicator, $RH Restoration Hardware, and Bear Market Rally, Lower Low Consensus Consensus
CSI: Financials: Stephen Clapham on forensic accounting with Tobias on The Acquirers Podcast
Value: After Hours S02 E13: Mauboussin's BIN There, Done That, Liberty Hedge Fund Hotel, and Tobias's Value Portfolio Gets An Upgrade
Long Term: Tweedy Browne, from Benjamin Graham's broker to value icon with Tobias Carlisle on The Acquirers Podcast
Value:After Hours LIVE S02 E012: Deploying Capital in a Crash, The Four Horsemen of the Coronapocalypse and Helping Locally
Epsilon t: Dr Ben Hunt on game theory, big compute, the narrative machine and COVID19 with Tobias on The Acquirers Podcast
Value: After Hours S02 E11: Markets in Turmoil II, Fragility and Antifragility, High Yield Index
Steady Hands: How the leaders of four SME businesses are weathering the Coronavirus storm with Tobias Carlisle on The Acquirers Podcast
Seed Stage: Alex Rubalcava from value investor to seed-stage venture capital with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E10: Ben Franklin's Prudential Algebra, Value and Growth 2000s vs 2010s and Investing in Fins and OTAs
Small Activist: Jeff Gramm on small and microcap activism, Columbia GSB, and distressed hedge funds with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E09: Markets in Turmoil! Coronavirus Edition, Thinking about the Future, and Punishing venial value sins
Passive Agro: Michael Green on the looming threat from passive indexing, shorting XIV and what value guys can do with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E08: Warren Buffett Buys $SPY, Charlie Munger Dunks on Bill, The $DJCO Experience
Danger Man: Mark Simpson on finding your edge, avoiding behavioral errors with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E07 How Tom Gayner Sizes Positions, The 700 Year Decline in Interest Rates and Discussing Marathon's Capital Account
Pop Delusions: Dylan Grice on the golden age of duration, why economists are cargo cultists, and the anatomy of a forecast with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E06: Bruce Greenwald on Local Competitions, Oil Pops the Everything Bubble, Jack Henry and Associates $JKHY
Equity Momo: Newfound's Corey Hoffstein on robust momentum and quant value with Tobias on The Acquirers Podcast
Value: After Hours S02 E05: Time for Risk Arbitrage, Mark Leonard's Constellation CSU.TO Acquisition Strategy and Terry Smith's Fundsmith letter
Private Value: Jonathan Boyar on PM value, spin offs, Liberty and Super Mario Gabelli with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E04: How $HEI ran 47,500% in 30 years; Anti-FOMO Starter Sizing Rules for Value Guys; and Nuance in the Value vs Glamour debate
Simon Adler: Schroders Value Fund Manager on Recovery Value with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E03: Neil Peart's Rush and Value Investing; Errors of Omission and Catching the Right Tail; and Baz Diller's IAC growth-through-acquisition strategy
Supermugatu: Tyro's Dan McMurtrie on long/short equity, Bangladeshi VC and millennial dating with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E02 Akre Never Sells, What Buffett Should Buy and Damodaran's Market Delusion
Transition Companies: Arquitos's Steven Kiel on balance-sheet-to-income statement investing with Tobias Carlisle on The Acquirers Podcast
Jim Simons: Gregory Zuckerman on Renaissance / Rentech with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S02 E01 The Roaring 2020s, Lizz Hall's Tweetstorm and New Year's Resolutions
Value Zone: Zona Value's Ivan Garcia talks value investing with the Acquirer's Multiple and the Magic Formula in Spain and Europe with Tobias Carlisle on The Acquirers Podcast
Robo-Analyst: New Constructs David Trainer on forensic accounting with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S01 E05: $NFLX's $1000 HBO Comp; Marry, F*, Kill; Passive Melt-Up and Crash Holiday Special
O Line: Holiday Special with Tim Kohn on the NFL, FinTwit, Coconuts and Australia-Truthing with Tobias Carlisle on The Acquirers Podcast
Why Charts? YCharts' CEO Sean Brown talks fintech and charts with Tobias on The Acquirers Podcast
After Hours S01 E04: Verdad's The Way The World Should Work, Tweedy Brown's What Works in Investing, and the $RH long/short battleground
Endowment Value: Mark Yusko on the endowment model, value investing and bitcoin, crypto and digital assets with Tobias Carlisle on The Acquirers Podcast
After Hours S01 E03: $CLF buys and sells stock, Buffett Buy Bloomberg, and $10 Trillion with a "T" of US Corporate Debt
Value Intellect: Vitaliy Katsenelson on Softbank, and $TSLA and value with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S01 E02: Taylor, Brewster and Carlisle discuss PG's Genius, Quarate's debt, and the $TSLA Truck
Unit Economics: Bluegrass Capital talks modern value investing with Tobias Carlisle on The Acquirers Podcast
Value: After Hours S01 E01: Taylor, Brewster and Carlisle discuss Rentec, Chanos, and value.
Competitive Advantage: Sean Stannard-Stockton and Todd Wenning of Ensemble Capital on high conviction, high quality investing with Tobias Carlisle on The Acquirers Podcast
Growth Underwriter: Marcelo Lima on valuing SaaS businesses Amazon, Facebook, and Netflix with Tobias Carlisle on The Acquirers Podcast
Emerging Value: Rashmi Kwatra finds value in South-East Asian emerging markets with Tobias Carlisle on The Acquirers Podcast
Acquirers Funds: Tobias Carlisle chats the acquirer's multiple and deep value with Ian Cassel on The Acquirers Podcast
Practical Quant: Jack Forehand on applied value, momentum and guru replication with Tobias Carlisle on The Acquirers Podcast
Micro Master: Connor Haley talks long/short microcaps with Tobias Carlisle on The Acquirers Podcast
Owner Managers: Joseph Boskovich talks about finding great owner/operators with Tobias Carlisle on The Acquirers Podcast
Big Decisions: Michael Mauboussin talks luck, skill, success, risk, mean reversion and the base rate to Tobias Carlisle on The Acquirers Podcast
Sector Bets: Lawrence Hamtil talks about the influence of uncompensated sector bets on value, small and micro and international strategies to Tobias Carlisle on The Acquirers Podcast
Reformed Broker: Josh Brown talks Wall Street's backstage with Tobias Carlisle on The Acquirers Podcast
Activist Shorts: Kerrisdale's Sahm Adrangi talks short selling with Tobias Carlisle on The Acquirers Podcast
Priority Position: Thomas Braziel on distressed activism with Tobias on The Acquirers Podcast
Crypto Athlete: Tyrone Ross talks financial education with Tobias Carlisle on The Acquirers Podcast
Volatility Research: Benn Eifert discusses volatility with Tobias Carlisle on The Acquirers Podcast
Intelligent Fanatic: Ian Cassell gives a masterclass in microcap investing to Tobias Carlisle on The Acquirers Podcast
Market Fox: Daniel Grioli talks about switching from allocator to manager to Tobias Carlisle on The Acquirers Podcast
Buy List: Eddy Elfenbein talks high-quality businesses and outstanding stocks to Tobias Carlisle on The Acquirers Podcast
Short iRhythm $IRTC: Kerrisdale's Sahm Adrangi and David Cohen talk to Tobias Carlisle on Acquirers Active, a new series on The Acquirers Podcast
Known Risks: Zach Abraham talks "known-known" risks, value investing, and bond alternatives with Tobias Carlisle on The Acquirers Podcast
Financial Value: Tim Melvin on his Graham and Schloss meet Kravis approach to financials with Tobias Carlisle on The Acquirers Podcast
Adaptive Assets: Adam Butler talks robust asset allocation to Tobias Carlisle on The Acquirers Podcast
SuperDogs: Cannon Asset Managers' Dr Adrian Saville talks South African deep value opportunities with Tobias Carlisle on The Acquirers Podcast
Small Value: Eric Cinnamond talks small cap, absolute return value investing with Tobias Carlisle on The Acquirers Podcast
Aussie Lynch: Peter Morgan talks about Peter Lynch-style value investment in Australia with Tobias Carlisle on The Acquirers Podcast
Russian Bear: Peter Rabover talks concentrated microcap investing and special situations with Tobias Carlisle on the Acquirers Podcast
Brewster's Millions: William "Bill" Brewster talks business analysis to Tobias Carlisle on The Acquirers Podcast
Freedom Weight: Life+Liberty Index's Perth Tolle talks about investing in emerging markets to Tobias Carlisle on The Acquirers Podcast
What Works: Investor, Entrepreneur and Author Jim O'Shaughnessy talks to Tobias Carlisle on The Acquirers Podcast
SMID Value: Cove Street's Ben Claremon talks to Tobias Carlisle on The Acquirers Podcast
Private Equity in Public Markets: Verdad's Dan Rasmussen talks small, cheap and levered stocks with Tobias Carlisle on The Acquirers Podcast
Guru Stocks: Validea's Justin Carbonneau talks about replicating guru value investors' strategies to Tobias Carlisle of The Acquirers Podcast
Bear Sh*tting: Jesse Felder of the Felder Report discusses US equity risks with Tobias Carlisle on the Acquirers Podcast
Marvel's Hidden Assets: Joseph Calandro Jr. chats to Tobias Carlisle on the Acquirers Podcast
True Value: Tim Travis chats value and options with Tobias Carlisle on The Acquirers Podcast
Big Mistakes: Michael Batnick, RWS's Director of Research chats to Tobias Carlisle on the Acquirers Podcast
REVERSE: Phil Bak, Chief Executive of Exponential ETFs chats with Tobias Carlisle on the Acquirers Podcast
The Contrarian: Mark Jones of Pragmatic Capital talks to Tobias Carlisle on the Acquirers Podcast
No Pain, No Premium: Corey Hoffstein of Newfound Research with Tobias Carlisle on the Acquirers Podcast
Charlie Munger and The Rebel Allocator: Jacob "Jake" Taylor on his phone call with Charlie Munger on The Acquirers Podcast with Tobias Carlisle
Volatility and Crisis Alpha: Chris Cole of Artemis on the Acquirers Podcast with Tobias Carlisle