China A: Vivek Viswanathan on investing in China "A" shares with Tobias Carlisle on The Acquirers Podcast
Vivek Viswanathan, CFA, PhD is Senior Managing Director, Head of Research at Rayliant. Vivek conducts equity, commodity, and asset factor identification research; models economic regimes to inform as...
26 Jul 202148min
Value After Hours S03 E27: Munger and Jack Ma, GMO's Value Reversals, Mise en place
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...
22 Jul 20211h 1min
Financial Options: Tim Travis on value, options and financials with Tobias Carlisle on the Acquirers Podcast
Tim Travis is a veteran deep value investor and money manager with a long history of success in traditional investments, such as stocks and bonds, and deep value investing. He has developed an innovat...
19 Jul 202148min
Value After Hours S03 E26: Lumber, Inflation, Deep Survival
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...
15 Jul 20211h 2min
Venture Value: David Barr on small and micro growth and value with Tobias Carlisle on The Acquirers Podcast
David Barr is the President and CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds. The Pender Small Cap Opportunities Fund, managed by David, has won a Lipper Fund Award for...
12 Jul 202145min
Value: After Hours S03 E25: Deep Survival and Hedging with Vol, VIX, Puts, $HYG and Cash
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...
1 Jul 20211h
Global Master: Bernard Horn on international value with Tobias Carlisle on The Acquirers Podcast
Polaris 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 billion a Boston-bas...
28 Jun 202148min
Value After Hours S03 E24: Option Pricing, $AMC, Lumber, Gravity and Real Estate
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...
24 Jun 202157min
