Best Tobias Carlisle Podcasts (2025)

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Tobias Carlisle: Sun Tzu & Warren Buffett 56:14

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26d ago56:14

56:14

This episode is with a returning guest to the podcast - Tobias Carlisle. We talk about his new book, “Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking” The book takes a close look at Sun Tzu’s philosophy and then applies it to the deal making of Warren Buffett. The book focuses on Warren Buffett’s deals since Coke. I …

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TIP767: Mastermind Discussion Q4 2025: Sanofi, Remitly & Crocs w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra 1:26:32

30d ago1:26:32

1:26:32

Stig Brodersen is joined by Tobias Carlisle & Hari Ramachandra for another round of stock pitches. They discuss Sanofi, Remitly, and Crocs. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:54 - Why Hari is bullish on Sanofi’s strong vaccine and immunology pipeline (Ticker: NYSE: SNY) 00:05:30 - The bear case for Sanofi, including patent cliffs …

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TIP775: Why Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve 1:02:34

2d ago1:02:34

1:02:34

Kyle Grieve breaks down Michael Mauboussin’s key insights on combating noise, valuing intangible-rich businesses, using the rule of 40, leveraging checklists and algorithms, understanding base rates, and more.IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:00 - How to use the BIN acronym to help you deal with forecasting error 00:14:32 - Four …

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What the Wealthiest Do Differently—And What They Get Wrong (w/ Nick Maggiulli) | 608 48:51

3d ago48:51

48:51

Today’s guest is Nick Maggiulli. Nick is the COO for Ritholtz Wealth Management. He writes over at Of Dollars at Data and is the author of two books: Just Keep Buying and The Wealth Ladder. In today’s episode, Nick discusses the parallels between financialand medical advice, the differences in asset ownership across wealth levels,and the importance…

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TIP774: Being Greedy While Others are Fearful w/ Shawn O'Malley 1:29:36

4d ago1:29:36

1:29:36

On today’s episode, Clay is joined by Shawn O’Malley to discuss what he’s learned through hosting The Intrinsic Value Podcast over the past year. They also dive into The Intrinsic Value Portfolio, which includes holdings like Uber, Alphabet, Lululemon, Nike, and Adobe. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:01:42 - How The Intrinsic Value…

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Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT | S07 E43 59:44

4d ago59:44

59:44

Value: 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…

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TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) 1:13:44

6d ago1:13:44

1:13:44

In this episode, Seb and Preston explore Tesla's FSD 14.2 advancements and their implications for AI-driven autonomy. They also tackle the ethical, societal, and infrastructural challenges of rapid AI development—from brain-inspired computing to nuclear energy’s role in supporting AGI. IN THIS EPISODE YOU’LL LEARN:00:00:00 - Intro00:01:44 - How Tes…

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TIP773: How Systems and Simple Math Shape Better Investing w/ Kyle Grieve 1:04:41

9d ago1:04:41

1:04:41

On today’s episode, Kyle Grieve discusses powerful mental models from systems thinking and mathematics and applies them directly to investing and life. He breaks down concepts like feedback loops, kill criteria, scale, compounding, randomness, and regression to the mean to show how they shape real-world outcomes. He'll also share practical framewor…

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TIP772: How Great Compounders Turn Time Into a Superpower w/ Kyle Grieve 1:04:24

11d ago1:04:24

1:04:24

On today’s episode, Kyle Grieve discusses what makes elite compounders so valuable and why they can generate exceptional returns even when purchased at high valuations. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:02:42 - Why Compounders deserve to trade at a premium00:10:13 - The three parameters necessary for successful compounding00:12:49 - …

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Tim Melvin on Community Banks and Small Caps in Europe, Hong Kong and Japan | S07 E42 1:01:51

11d ago1:01:51

1:01:51

Value: 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 htt…

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BTC255: Bitcoin Is For Everyone w/ Natalie Brunell (Bitcoin Podcast) 1:00:13

13d ago1:00:13

1:00:13

Preston and Natalie discuss her book Bitcoin is for Everyone, a concise, accessible guide to Bitcoin’s relevance in today’s world. They explore Natalie’s personal immigrant story, the financial wake-up call of 2008, and how Bitcoin offers hope amid systemic dysfunction. They also address national vulnerabilities, military planning, and the future o…

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TIP771: Money Masters Of Our Time w/ Kyle Grieve 1:10:26

16d ago1:10:26

1:10:26

On today’s episode, Kyle Grieve discusses significant takeaways from the book Money Masters Of Our Time. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:07:58 - Warren Buffett's emphasis on "controlled greed" and "fascination with your craft" and why it's necessary to survive in the market for a lifetime00:11:14 - How to identify and take advantag…

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AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607 1:03:58

17d ago1:03:58

1:03:58

Today’s guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In today’s episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjective expectations, and the dangers of relying on past performance as a guide for future investments. We explor…

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TIP770: Mastering the Markets w/ Andrew Brenton 56:54

18d ago56:54

56:54

On today’s episode, Clay Finck is joined by Andrew Brenton to discuss the inefficiencies in the stock market as well as his investment thesis on Floor & Decor and Kinsale Capital. Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an average annual return of 18.8% versus…

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Jonathan Boyar on opportunistic value in $UBER, $UNF, $HHH, $MSGS, $BATRA and $MRK | S07 E41 1:00:04

18d ago1:00:04

1:00:04

Value: 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:/…

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BTC254: Bitcoin & Macro Overview w/ Luke Gromen Q4 2025 (Bitcoin Podcast) 1:02:40

20d ago1:02:40

1:02:40

Luke and Preston delve into America's financial fragility, exploring Treasury funding risks, shifting global power dynamics, and Fed policy challenges. They discuss the rising relevance of Bitcoin and gold amid liquidity constraints, and how economic missteps, tech sector bottlenecks, and geopolitical shifts may shape the future. IN THIS EPISODE YO…

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TIP769: How Home Depot’s Founders Built a $300 Billion Company from the Ground Up w/ Kyle Grieve 1:09:00

23d ago1:09:00

1:09:00

Kyle Grieve discusses the incredible origin story of Home Depot and the visionary founders who built it from nothing. He explores how Bernie Marcus, Arthur Blank, and Ken Langone overcame countless setbacks to create a retail powerhouse. Kyle also shares timeless business lessons on leadership, culture, and competitive advantage that continue to de…

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TIP768: Best Quality Stock Idea Q4 2025 w/ Clay Finck 1:06:50

25d ago1:06:50

1:06:50

On today’s episode, Clay Finck breaks down his best quality stock idea for Q4 2025: Interactive Brokers. Interactive Brokers is a global online brokerage that gives investors access to markets around the world with industry-low costs in trading stocks, options, futures, currencies, and more. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:02:01 - …

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Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40 1:01:17

25d ago1:01:17

1:01:17

Value: 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://acq…

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BTC253: Quantum Computing and Bitcoin w/ Charles Edwards (Bitcoin Podcast) 54:22

27d ago54:22

54:22

Preston and Charles dive into the fundamentals of quantum computing, its transformative applications, and the looming threat it poses to Bitcoin encryption. They break down the distinction between physical and logical qubits, real-world use cases, and the exponential progress in the field. With timelines tightening, they call for urgent collaborati…

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The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606 1:50:11

27d ago1:50:11

1:50:11

Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion. In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech works, why it’s such a unique sector, and what has kept investors and c…

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Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605 1:02:05

1M ago1:02:05

1:02:05

Today’s guest is Joe Davis, Vanguard’s Global Chief Economist and Global Head of Vanguard’s Investment Strategy Group. His latest research on megatrends is covered in his book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments. In today’s episode, Joe explains why the coming decade for the U.S. economy will be shaped by a tu…

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TIP766: Intelligent Fanatics: How Great Business Leaders Win w/ Clay Finck 1:01:33

1M ago1:01:33

1:01:33

In this episode, Clay explores the concept of Intelligent Fanatics. Intelligent Fanatics are visionary leaders who build enduring, high-performance businesses through culture, focus, and integrity. Drawing from Ian Cassel and Sean Iddings’ book Intelligent Fanatics, Clay highlights how exceptional leaders like Herb Kelleher, Les Schwab, and Chester…

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Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39 1:02:10

1M ago1:02:10

1:02:10

Value: 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://acquire…

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TECH007: Longevity Roadmap w/ Seb Bunney (Tech Podcast) 1:10:51

1M ago1:10:51

1:10:51

In this wide-ranging conversation, Preston and Seb unpack the biology of aging and the emerging science behind longevity. They take about epigenetics, sirtuins, Yamanaka factors, and how AI may accelerate regenerative medicine, offering a glimpse into the future of human health. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:05:04 - Why Aging Mi…

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TIP765: What the World’s Great Philosophers Can Still Teach Us About Wealth and Wisdom w/ Kyle Grieve 1:07:34

1M ago1:07:34

1:07:34

On today’s episode, Kyle Grieve discusses how timeless philosophical ideas can deepen our understanding of investing and life. He explores lessons from thinkers such as Spinoza, Nietzsche, Hume, and Pascal to reveal how concepts like persistence, skepticism, and luck shape decision-making. Kyle also connects these ideas to modern investing by drawi…

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Kathryn Kaminski - Don’t Fire Your Diversifier | #604 40:15

1M ago40:15

40:15

Today’s guest is Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she’s also the co-portfolio manager for the firm’s Managed Futures Strategy and Global Alternatives Strategy. She also co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha. In today’s episode, Meb and Katy discuss the tough year for…

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TIP764: The Art of Buffett w/ Tobias Carlisle 1:30:53

1M ago1:30:53

1:30:53

In this episode, Stig Brodersen speaks with Tobias Carlisle — founder and managing director of Acquirers Funds — about Warren Buffett’s timeless approach to risk. Drawing from Tobias’s new book, Soldier of Fortune, they explore how ancient wisdom, especially from The Art of War, reveals the deeper logic behind Buffett’s biggest and most misundersto…

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Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG| S07 E38 1:00:07

1M ago1:00:07

1:00:07

Value: 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://acquirersmu…

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TECH006: Open-Source AI That Protects Your Privacy w/ Mark Suman (Tech Podcast) 54:37

1M ago54:37

54:37

Mark Suman, co-founder of Maple AI and OpenSecret, shares his insights on how to build cutting-edge AI without sacrificing user privacy. From secure enclaves and attestation to real-world use cases in law and finance, Mark outlines the technical and ethical foundations of private AI, and why efficient inference, not just open models, is the next bi…

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Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603 1:04:25

1M ago1:04:25

1:04:25

Today’s guest is Peter Levin, co-founder of Griffin Gaming Partners, the largest singularly focused gaming investment vehicle in the world. Peter was previously the CEO and co-founder of Nerdist Industries, which was acquired by Legendary Entertainment. He began his career at CAA, had a stint at Disney, sold a company to UFC, and was also an early …

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RWH062: Bubble Warning w/ Jim Grant 2:07:18

1M ago2:07:18

2:07:18

William Green chats with Jim Grant, famed editor of Grant’s Interest Rate Observer. Here, Jim warns that a major market top is forming as exuberance inflates stocks, Bitcoin, and gold. He says it echoes past bubbles and urges extreme caution. IN THIS EPISODE YOU’LL LEARN: 00:00:00 Intro 00:10:40 Why Jim Grant is fiercely skeptical about Bitcoin. 00…

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The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success 55:28

1M ago55:28

55:28

In this podcast, Matt Cochrane & I discuss “The Outsiders: Eight Unconventional CEOs” and their radically rational blueprint for success by William Thorndike Jr. The book was written in 2012 and breaks down 8 amazing CEO’s. The CEO’s discussed are: Henry Singelton, Warren Buffett, Tom Murphy, John Malone, Dick Smith, Bill Anders, and Bill Stiriz, a…

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Mebisode: When to Sell 16:23

2M ago16:23

16:23

In today’s Mebisode, Meb reads his latest paper, “When to Sell?” ----- Follow Meb on⁠ ⁠⁠X⁠,⁠ ⁠⁠LinkedIn⁠ and⁠ ⁠⁠YouTube⁠ For detailed show notes, click ⁠here⁠ To learn more about our funds and follow us, subscribe to our ⁠mailing list⁠ or visit us at⁠ ⁠⁠cambriainvestments.com⁠ ----- Follow The Idea Farm: ⁠X⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠TikTok⁠ --…

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TIP763: Investing Lessons for My 18-Year-Old Self w/ Clay Finck 1:02:17

2M ago1:02:17

1:02:17

In this episode, Clay shares the most important investing lessons he wishes he could tell his 18-year-old self. Drawing from more than a decade of experience, he distills twelve timeless principles that every investor should know, from the value of patience and independent thinking to understanding where long-term returns come from. Whether you’re …

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Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36 1:00:53

2M ago1:00:53

1:00:53

Value: 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://acquirersmultip…

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BTC252: Bitcoin Mastermind Q3 2025 w/ Joe Carlasare, Jeff Ross, and American HODL (Bitcoin Podcast) 1:23:42

2M ago1:23:42

1:23:42

Joe, Jeff, HODL, and Preston break down Q3 2025’s economic trends, market cycles, and BTC's performance. They dive into gold’s rise, AI's impact on capitalism, and the U.S.’s shifting global strategy, with bold Bitcoin price forecasts for 2026. IN THIS EPISODE YOU’LL LEARN: 00:01:13 Why market sentiment feels bearish despite a 67% BTC gain 00:07:58…

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Carl Richards – Rewiring Your Financial Mindset in the Age of Comparison | #602 1:03:37

2M ago1:03:37

1:03:37

Today’s guest is Carl Richards. Carl is a Certified Financial Planner, built and sold an investment firm, and hosts the podcast 50 Fires, which is backed by Chip and Joanna Gaines. He’s also the author of The Behavior Gap and The One-Page Financial Plan and his newest book is called Your Money: Reimaging Your Wealth with 101 Simple Sketches. In tod…

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TIP762: 10 Lessons From Investing Legends w/ Kyle Grieve 1:01:00

2M ago1:01:00

1:01:00

On today’s episode, Kyle Grieve discusses ten investing principles from legends like Warren Buffett, Peter Lynch, and John Neff. Each lesson reveals how these masters built lasting wealth through timeless thinking. It’s a crash course in investing smarter, thinking clearer, and playing the long game. IN THIS EPISODE YOU’LL LEARN: 00:00:00 Intro00:0…

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TIP761: Tesla Stock Deep Dive w/ Clay Finck 1:03:23

2M ago1:03:23

1:03:23

In this episode, Clay explores the extraordinary rise of Tesla and how Elon Musk transformed it from a niche electric car startup into one of the most valuable companies in the world. Since its IPO in 2010, Tesla has compounded at an incredible 47% per year and completely reshaped the automotive industry through software-driven vehicles, vertical i…

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SMB acquirer Colin King on Entrepreneurship-through-Acquisition and Search Funds | S07 E36 1:00:53

2M ago1:00:53

1:00:53

Value: 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.c…

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TECH005: What Tech Is Doing to Us with Justin Evidon (Tech Podcast) 54:49

2M ago54:49

54:49

Preston and Jevi unpack the double-edged sword of modern technology. They examine how social media, AI, EMFs, and LED lights impact our well-being, and offer real-world privacy solutions like Graphene OS and open-source photo apps. From sleep disruption to self-sovereignty, they advocate for mindful tech use and explore how AI can act as a “second …