Davos Man: Nicholas Pardini on global macro trends with Tobias Carlisle on The Acquirers Podcast

Davos Man: Nicholas Pardini on global macro trends with Tobias Carlisle on The Acquirers Podcast

Nicholas Pardini manages Davos Investment Group, a Newport Beach, California-based investment management and research firm specializing in global macro investment analysis. Nicholas manages the Davos Macro Fund and provides research services for institutional clients. His background is in value investing, top-down global macro trading, and volatility markets, giving him a unique perspective on markets.

His firm: https://www.davosig.com/

His twitter: https://twitter.com/nicholaspardini

ABOUT THE PODCAST

Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.

The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.

We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

SEE LATEST EPISODES

https://acquirersmultiple.com/podcast/

SEE OUR FREE DEEP VALUE STOCK SCREENER

https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Firm: https://acquirersfunds.com/

Website: https://acquirersmultiple.com/

Twitter: https://twitter.com/Greenbackd

LinkedIn: https://www.linkedin.com/in/tobycarlisle

Facebook: https://www.facebook.com/tobiascarlisle

Instagram: https://www.instagram.com/tobias_carlisle

ABOUT TOBIAS CARLISLE

Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.

He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public comp

Episoder(428)

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Value After Hours S05 E30: Kyler Hassan on Quality, Value, $AMZN, and Mauboussin's Whitepaper

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultipl...

21 Aug 20231h

Value After Hours S05 E29: Jonathan Boyar on Special Situations, $UBER, $BATR and Jake on Ergodicity

Value After Hours S05 E29: Jonathan Boyar on Special Situations, $UBER, $BATR and Jake on Ergodicity

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple...

7 Aug 20231h

Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade

Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple...

31 Jul 20231h

Value After Hours S05 E27: Precautionary Principle; Value Spread Closes; Market and Economy Disagree

Value After Hours S05 E27: Precautionary Principle; Value Spread Closes; Market and Economy Disagree

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple...

24 Jul 202352min

Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates

Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple...

17 Jul 20231h 1min

Value After Hours E05 S25: Half-Year Prediction Update; Small Cap Value; Scale, Buffett and $BRK

Value After Hours E05 S25: Half-Year Prediction Update; Small Cap Value; Scale, Buffett and $BRK

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple...

3 Jul 20231h

Value After Hours E05 S24: Mark Valdez on Mergers and Acquisitions, Search Funds and Venture Capital

Value After Hours E05 S24: Mark Valdez on Mergers and Acquisitions, Search Funds and Venture Capital

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple...

26 Jun 20231h 1min

Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds Stocks

Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds Stocks

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple...

19 Jun 20231h

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