
Gold Value: Equinox's Sean Fieler on gold mining, activism, and inflation with Tobias Carlisle
Sean 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 for markets going fo...
17 Maj 202146min

Value: After Hours S03 E18 Warren Buffett's Berkshire Hathaway Annual Meeting and Transformers
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...
13 Maj 202159min

Modern Graham: Arena's Dan Zwirn on deep value special situations with Tobias Carlisle on The Acquirers Podcast
Since 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, London, San Francisco, Dubl...
10 Maj 202151min

Value: After Hours S03 E17 Vale Charles De Vaulx, Falconry, and Journaling, Inversion.
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...
6 Maj 202157min

Countercycle: Verdad's Dan Rasmussen on asset allocation with Tobias Carlisle
Before starting Verdad, Dan worked at Bain Capital and Bridgewater Associates. Dan earned an AB from Harvard College summa cum laude and Phi Beta Kappa and an MBA from the Stanford Graduate School of ...
3 Maj 202146min

Value: After Hours S03 E16 Francois Rochon and Valuation; Dutch Famine of 44-45; $DIS and $MO
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...
29 Apr 202157min

Richer Wiser: William Green discusses great investors with Tobias Carlisle on The Acquirers Podcast
William Green has interviewed many of the world’s best investors, exploring in depth the question of what qualities and insights enable them to achieve enduring success. He’s written extensively about...
26 Apr 202159min

Value: After Hours S03 E15 Ballantyne $BTN, Cheetahs, Options and Quiet, Expensive Markets
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 Apr 20211h 1min





















