Davos Man: Nicholas Pardini on global macro trends with Tobias Carlisle on The Acquirers Podcast
The Acquirers Podcast1 Jun 2020

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(429)

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Value After Hours S04 E11: AAII Bulls vs Bears vs Fear/Greed, Stagflation, The Surrender Experiment

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Value After Hours S04 E10: Weird Moves, Weird Market; Fimbulwinter v Ragnarok; Nuclear War

Value After Hours S04 E10: Weird Moves, Weird Market; Fimbulwinter v Ragnarok; Nuclear War

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Value After Hours S04 E09: Devolution of Returns by Decade, Change to Acquirers Multiple, Calloway

Value After Hours S04 E09: Devolution of Returns by Decade, Change to Acquirers Multiple, Calloway

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Value After Hours S04 E08: $FB Facebook, Bull Russia, The Outside View, Camels

Value After Hours S04 E08: $FB Facebook, Bull Russia, The Outside View, Camels

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Value After Hours S04 E07: Value Returns 1866 to Date, Certain to Win and Boyd's OODA Loop

Value After Hours S04 E07: Value Returns 1866 to Date, Certain to Win and Boyd's OODA Loop

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Value After Hours S04 E06: Acquirers Multiple All-Time Spread, $ARKK Blow-up, The Red Queen

Value After Hours S04 E06: Acquirers Multiple All-Time Spread, $ARKK Blow-up, The Red Queen

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

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Value After Hours S04 E05: Value Best 50 Days, Misinformation, $QRATE vs $ZM Update

Value After Hours S04 E05: Value Best 50 Days, Misinformation, $QRATE vs $ZM Update

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

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Value After Hours S04 E04: Markets in Turmoil! Growth vs Value Sell-offs, Gravity, $NFLX

Value After Hours S04 E04: Markets in Turmoil! Growth vs Value Sell-offs, Gravity, $NFLX

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