Impossible Growth: Vincent Deluard of StoneX on gold, inflation, and hypergrowth MAGA stocks with Tobias Carlisle on The Acquirers Podcast
Vincent Deluard, CFA is a Global Macro Strategist and Director at StoneX. He is a professor of finance at Saint Mary's College and a member of the CFA Society. Twitter: https://twitter.com/VincentDelu...
21 Juni 202144min
Value After Hours S03 E23: Qurate $QRTEA, Lumber, Formula One FWONA, Crypto, Meme Stonks
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...
17 Juni 202158min
Value:After Hours S03 E22 Mike Mitchell on Lumber, Houses and Inflation; Healthcare Tapeworm; Value, Size and Quality
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...
14 Juni 20211h 3min
Methodical Value: Gary Mishuris on his concentrated long-term intrinsic value strategy and process with Tobias Carlisle on The Acquirers Podcast
Gary Mishuris is the Managing Partner and Chief Investment Officer of Silver Ring Value Partners, an investment firm with a concentrated long-term intrinsic value strategy. Prior to founding the firm ...
7 Juni 202150min
Value: After Hours S03 E21 LEAPs and Cash Hedges, Crypto and The Gold Rush, Growth Back On
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...
3 Juni 20211h
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
COLIN LANCASTER, the author of FED UP!, is a 25-year Wall Street professional who has managed investment operations in London, New York, Hong Kong, Singapore, Chicago, and San Francisco. He has run tw...
31 Maj 202145min
Value: After Hours S03 E20 Will the Small Value Rally Continue? Markel and The Body Keeps the Score
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...
27 Maj 20211h 1min
History Buffett: Adam Mead on the Berkshire's complete financial history with Tobias Carlisle on The Acquirers Podcast
Adam J. Mead is a life-long student of business and capital allocation. He is the CEO and Chief Investment Officer of Mead Capital Management, a New Hampshire-based Registered Investment Advisor he fo...
24 Maj 202152min
