I am introducing you to CREAM Technology- Corporate Governance, Risk Management, Earnings, Accounting Quality, and Management Quality measuring Fiscal and Ethical Assets.
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Return On Intangible Podcasts
We live in an era which, rather than expanding our horizons, seems increasingly intent on narrowing the life of the mind. We have, in effect, returned to a digital telegraph: curt lines flung across glowing screens. ---------- The author is Pablo Mera, - Pablo E.M.G. to the English-speaking world—though a few old friends still call him “Trompo.” He adores Metallica and Oasis, he is still a rugger at heart, blood type A+, and he published over 12,950 posts upon his blog: http://pablomera.blog ...
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This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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#TheNewAbnormal podcast (which has over 250,000 downloads) focuses on understanding today and anticipating the future. Discussing these subjects via the viewpoints of my guests has led to some fascinating conversations with activists, creatives, writers, philosophers, strategists, psychologists, lecturers, futurists, etc. Re: my bio, I'm a strategist, author and speaker. My 1st book went to No1 in the business charts, whilst my 2nd was shortlisted for the 'Business Book of the Year' Awards. ...
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Dr Joseph Voros 'Futures Thinking in Real-World Contexts'
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54:53This episode of The New Abnormal podcast features the famous physicist and futurist Dr Joseph Voros, who helps people and organisations think about the future in serious ways through futures-orientated intelligence and strategic foresight capability-building. He’s been a professional futurist for over 25 years, initially as a practitioner of and le…
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Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35
1:01:00
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1:01:00Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquirersmultiple.com/p…
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1
Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking | S07 E34
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1:00:37Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquirersmultiple.com/podca…
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1
Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33
1:01:37
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1:01:37Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnm See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tu…
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1
Neil Shearing 'The Fractured Age: how the return of Geopolitics will splinter the Global Economy'
38:48
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38:48In this episode of The New Abnormal podcast, I interview Neil Shearing, the Group Chief Economist at Capital Economics, where he leads a world-class team of economists and oversees the firm’s global research agenda. A trusted voice in international finance, Neil is known for his clear, insightful analysis of the global economy - insights that regul…
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Deus ex-machina: War ,Charlie Kirk and Dunning-Kruger effect -Seeing the unseen and moving on-S02E06
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15:00How simple it would be, would it not, to remain blissfully unaware of things. To carry on regardless. To flee into the safe havens of traditional escapisms. Yet alas, such a path is not mine to tread. I lack the capacity to turn a blind eye to what unfolds before me. Neither do I claim to possess the ultimate truth in all that I think or say. But I…
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1977: Space, Galaxies and time machines-Seeing the unseen and moving on -Pablo E.M.G -S02E05
10:52
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10:52I remember quite vividly attending the premiere of Star Wars: Episode IV – A New Hope back in 1977.It was screened in one of those grand old cinemas, the kind that seated two thousand souls, majestic halls that scarcely exist today. The queue stretched endlessly, with unfortunate stragglers left outside. One had to arrive early, line up with patien…
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Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32
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59:12Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnm See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tu…
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1
Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31
1:01:37
1:01:37
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1:01:37Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnm See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tu…
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1
Finding authentic connection in an Artificial World-Seeing the unseen and moving on-Pablo EMG-S02E04
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11:56We now inhabit a world in which the artificial has quietly supplanted the real. Almost without noticing, we have relinquished the habit of physical presence: of sitting together at a table, of looking one another in the eye, of sustaining a conversation that lasts longer than four fleeting seconds. This is not a lamentation, but merely an observati…
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The moon, the wolf and a reflection on loneliness-Seeing the unseen and moving on -Pablo EMG-S02E03
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43:04"Why is the moon so lonely?"... Because she used to have a lover...His name was Kuekuatsheu and they lived in the Spirit World together...And every night, they would wander the skies together, but one of the othe spirits was jealous. Trickster wanted the moon for himself, so he told Kuekuatsheu that the moon has asked for flowers. He told him to co…
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Investment Philosophers: Financial Lessons from the Great Thinkers with Ethan A. Everett | S07 E30
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59:38Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnm See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tu…
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1
The Absent Father and His Seventeen Years in the Desert -TheLucidMisfit's Handbook-Pablo EMG-S02E02
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10:57Seventeen years ago, three years after I had ceased to share a roof with her and her siblings, my eldest daughter, Agustina, turned fifteen. I was not there. I was not invited. Just a few days ago, Valentina, my youngest daughter, was married. I was not there either. I was not invited either. Between those two moments—the fifteenth birthday of one,…
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The Return of the Telegraph and the Simplified Society-The LucidMisfit's Handbook- Pablo EMG -S02E01
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12:00The Return of the Telegraph and the Simplified Society Season 2 · Episode 1 I am Pablo Mera —or Pablo E.M.G. to the English-speaking world— though some friends still affectionately call me Trompo. At heart, I am a rugby man, blood type A+, and a fervent admirer of Metallica and Oasis. My podcasts, as ever, can be found on all major platforms. We li…
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1
Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandal | S07 E29
1:01:28
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1:01:28Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Alger article: https://www.alger.com/Pages/Content.aspx?pageLabel=Insights-Loss-Illusion-Rethinking-Small-Cap-Quality-In-The-Intangible-EraPaper at SSRN: https://papers.ssrn.com/sol3/papers.cfm?abstrac…
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1
Gergely Nemeth 'Strategic Foresight and Defence Innovation'
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54:35This episode of The New Abnormal podcast features Gergely Nemeth, former Head of Strategic Foresight at NATO and now CEO of Hungary’s Defence Innovation Research Institute (VIKI), who reflects on a career ‘impacted by coincidence’ but marked by increasing responsibility in defence planning, policy, and foresight. Beginning as an intelligence analys…
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Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28
1:00:31
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1:00:31Value: 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.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
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Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27
59:18
59:18
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59:18Value: 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.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
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Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26
1:01:48
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1:01:48Value: 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.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
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1
The Architecture of a Happy Destiny - Seeing the unseen and moving on-Lucid Misfit's Handbook S01E06
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6:52The Architecture of a Happy Destiny Life has led me to believe. Not in rigid dogma or exact formulae, but in the good, the miraculous, the unexpected that plants itself amidst the chaos with the face of possibility. I have learnt that, much like one's country or religion are personal constructs shared amongst those who also choose to believe, so to…
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Podcast Episode 130 IBCM Technology Resolves HACCP of QuantumComputing
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1:31:34AI is in the realm of classical physics and has its limitations. The study of double-slit experiment and wave particle surely can help by Quantum Computing with opening millions of jobs to set right the world in disorder. The post Podcast Episode 130 IBCM Technology Resolves HACCP of QuantumComputing first appeared on IBCM Technology.…
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The Unthinking Mandate - Seeing the unseen and moving on -The Lucid Misfit's Handbook S01E02
12:21
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12:21I'm Pablo E.M.G a.k.a. Pablo Mera and some chums call me "trompo". A bit of an odd duck, I suppose—a stutterer with A+ blood, a rugger man who loves Metallica and Oasis, and not a single one of those things is about to change. The following text is a reflection on the subtle tyranny of our upbringing, a kind of inherited intellectual chloroform. It…
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The Intangible and Its Brutal Hold on the Tangible - Seeing the unseen and moving on - S01E05
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7:00Today, ego and comparison govern the lives of several generations, on Earth as it is in the Matrix. They are the new invisible forces: a religion with no gods, yet with algorithms. Ego—that digital cocaine we snort with every scroll—has us addicted to vapid validation, to the desperate need to appear beautiful, happy, and successful in the treacher…
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The Triumph of Forgetting -Seeing the unseen and moving on -The Lucid Misfit's Handbook S01E04
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7:53If we dare—even for a moment—to step into the protagonist's shoes, I sometimes find myself convinced that certain cognitive ailments aren't a curse, but a sophisticated prize that evolution, in its obscure wisdom, bestows upon us. A keen memory, once one reaches a certain stage in life, can become a rather elegant trap. For memories never arrive al…
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The Stutter and Other Strengths-Seeing the unseen and moving on - The Lucid Misfit's Handbook S01E03
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6:18My name is Pablo Mera I'm a rugby man, blood group A+, a stutterer, and a great admirer of both Metallica and Oasis. None of this is likely to change. In my time, I've had my share of successes, but I have also, I'm afraid, committed nearly every mistake imaginable. This is precisely why I write: so that some small part of what I have learned, thro…
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Seeing the unseen and moving on - The Lucid Misfit's Handbook - by Pablo E.M.G - S01E01
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10:00The Lucid Misfit's Handbook One doesn't partake, you see, in the usual trifles: no smoking, no tippling, no illicit substances. Nor does one seek refuge in the raucous clamour of football, or dissolve into those bellowing throngs, all to paper over some existential void. The latest gadget? Utterly beside the point. Catalogued "experiences"? One fin…
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Nick Maggiulli @dollarsanddata on the new economic classes in the US and The Wealth Ladder | S07 E25
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59:30Value: 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.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
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Lowell Capital's Jim and Abigail Zimmerman on LNF.TO, LYTS, MACF.L, and IWG.L | S07 E24
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58:49Value: 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.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
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Podcast Episode 129 IBCM Technology ~ ABC of M&A
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11:44My emphasis is on A - Acquisition companies should be fully responsible for the M&A. For SOS [Subject-Object-Self] Governance DD IBCM Technology is the only tool available in the world of management. IBCM Technology is based on science, Physics, Quantum Physice and Metaphysics. The post Podcast Episode 129 IBCM Technology ~ ABC of M&A first appeare…
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1
Lourdes Rodriguez 'Embodied Futures - the next evolution in foresight'
31:16
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31:16This episode of The New Abnormal features Lourdes Rodriguez, a Strategic Foresight Consultant with the European Commission and Co Exec Director at Teach the Future. With a background in Psychology, her work has been focused on trends research and foresight for more than 15 years, and she's therefore deeply experienced in discovering new signal of c…
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Podcast Episode 128 IBCM Technology on RDI Architecture
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29:52Most innovation decks focus on technology readiness, market potential, or funding strategy—but IBCM Technology introduces a governance intelligence layer that’s rarely seen. The post Podcast Episode 128 IBCM Technology on RDI Architecture first appeared on IBCM Technology.By jayar
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Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23
1:03:09
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1:03:09Value: 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.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
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1
David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22
1:01:03
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1:01:03Value: 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.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
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1
Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller | S07 E21
1:00:07
1:00:07
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1:00:07Value: 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.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
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Podcast Episode 127 Technology Audit for Agentic AI: Foundational Readiness
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2:58This is not ChatGPT output. This is Corporate Yoga, where human oversight trains and calibrates Agentic AI. The IPR is mine. Copilot is my co-learner, not my creator. The post Podcast Episode 127 Technology Audit for Agentic AI: Foundational Readiness first appeared on IBCM Technology.By jayar
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Podcast Episode 126 10-07 IBCM Tech’s Technology Audit for Agentic AI
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28:46AI audits provide accountability, transparency, and optimization, making them especially valuable for industries where data integrity, ethical governance, and autonomous decision-making are critical. The post Podcast Episode 126 10-07 IBCM Tech’s Technology Audit for Agentic AI first appeared on IBCM Technology.…
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John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks | S07 E20
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1:01:02Value: 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.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
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1
Marie Stafford 'The Future 100 - trends and change to watch'
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51:24Series Five This episode of The New Abnormal podcast features Marie Stafford, Global Director (Intelligence) at VML. She's a strategic foresight consultant skilled in creating inspiring future narratives, transforming futures insights and trends into commercial opportunity across a top tier multinational client portfolio. Specialised in foresight a…
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Podcast Episode 125 10-06 why big4 firms failed
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3:02If the mindset shifts toward local models of governance that are **not just adapted** from Western structures but **built ground-up** from India's scientific, economic, and ethical frameworks, that could be a major step forward. The post Podcast Episode 125 10-06 why big4 firms failed first appeared on IBCM Technology.…
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Podcast Episode 124 10-05 Promoting Consultants to drive accountability
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18:33Herein I present how I have selected a Consultant committed to ethics-first governance to drive accountability, articulating a structured approach to transforming governance accountability through AI-driven systems, ethical consulting, and investment assurance. The post Podcast Episode 124 10-05 Promoting Consultants to drive accountability first a…
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Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and Markets | S07 E19
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1:01:13Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. https://x.com/RudyHavenstein and https://rudy.substack.com/ See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter:…
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Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18
1:00:51
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1:00:51Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Tim's book: The Business Mindset Investor (https://amzn.to/4kCHVVu) See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's …
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Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s Multiple | S07 E17
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58:39Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Marcel Schwartz and Matthias X. Hanauer's paper published in the Journal of Portfolio Management: https://www.pm-research.com/content/iijpormgmt/51/6/28 (and the free SSRN version: https://papers.ssrn.…
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Podcast Episode 123 AI Powered Accountability Ecosystem Project Amaravati
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1:13:37SOS Governance defines the three-tiered structure of governance: * Subject (Contractors) executing projects within regulated guidelines. * Object (₹64,721 crore) as the financial asset under transparent governance. * Self (Andhra Pradesh Government) ensuring self-regulation and ethical leadership. The post Podcast Episode 123 AI Powered Accountabil…
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Podcast Episode 122 Accountability ecosystem for project management
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2:51The SAIL methodology. Speed, Agility, Intelligence, and Lethality with governance and accountability. The post Podcast Episode 122 Accountability ecosystem for project management first appeared on IBCM Technology.By jayar
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Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood | S07 E16
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1:02:16Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Steven's paper "Owners vs. agents: A global examination of the behavior of owner operators": https://www.sciencedirect.com/science/article/pii/S1057521925002182 See our latest episodes at https://acqui…
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Legendary value investor Rich Pzena on his 30-year career and the opportunity today | S07 E15
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1:01:02Value: 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.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
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Practical Implementation – Training and Workshops: - The importance of educating professionals on human-AI collaboration. - The two-day workshop as a model for understanding and integrating AI oversight in companies. The post Podcast Episode 121 Machine Learning first appeared on IBCM Technology.By jayar
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Peter Cunliffe-Jones 'Fake News - what's the harm?'
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50:46Series Five This episode of The New Abnormal podcast features Peter Cunliffe-Jones, visiting researcher at the University of Westminster and Director of Facts Matter Research, a misinformation research and strategy consultancy, where he advises organisations in effective ways to both counter the harmful consequences of misinformation and protect wi…
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Markets in Turmoil: Tariffs and China. Brewster joins us for a classic Value:After Hours | S07 E14
1:01:34
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1:01:34Value: 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.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
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