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://greenbackd.com/ Cam Harvey's Yield Curve Inversion: https://www.fuqua.duke.edu/duke-fuqua-insights/harvey-yield-curve-2019 NY Fed Recession Model: https://www.newyorkfed.org/research/capital_markets/ycfaq.html#/interactive CAPE: https://www.multpl.com/shiller-pe About Bill: Bill runs...
Mar 26, 2020•1 hr 2 min•Transcript available on Metacast Dr Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018. Epsilon Theory , Second Foundation’s principal publishing brand, is a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. As Chief...
Mar 23, 2020•1 hr 1 min•Ep 60•Transcript available on Metacast 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://greenbackd.com/ ICE BofA US High Yield Index Option-Adjusted Spread: https://fred.stlouisfed.org/series/BAMLH0A0HYM2 About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a pod...
Mar 19, 2020•56 min•Transcript available on Metacast We host a roundtable discussion with the leaders of four $10+million / yr revenue businesses are weathering the Coronavirus storm. The participants are as follows: Ariel Barbouth is the founder of Nuchas, the Evolution of Hand-Held Foods. Born and raised in Buenos Aires, he has a BS in Manufacturing Engineering and a Master Degree of Science in Boston University. https://www.nuchas.com/ Twitter: https://twitter.com/nuchasnyc Jesse Koltes is the co-founder the chief operat...
Mar 17, 2020•41 min•Ep 59•Transcript available on Metacast Alex Rubalcava is the Managing Partner and Co-Founder of Stage Venture Partners. He started his career as an analyst at Anthem Venture Partners, a leading venture capital firm in Santa Monica. Alex is a 2002 graduate of Harvard University. Alex's website: https://www.stagevp.com/ Alex's Twitter: https://twitter.com/AlexRubalcava ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is about finding undervalued stocks,...
Mar 16, 2020•51 min•Ep 58•Transcript available on Metacast 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://greenbackd.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a par...
Mar 12, 2020•48 min•Transcript available on Metacast Jeff Gramm is a hedge fund manager and an adjunct professor at Columbia Business School. Gramm has spent as much time evaluating CEOs and directors as he has trying to understand and value businesses. He has seen public companies that are poorly run, and some that willfully disenfranchise their shareholders. While he pays tribute to the ingenuity of public company investors, Gramm also exposes examples of shareholder activism at its very worst, when hedge funds engineer stealthy land-grabs...
Mar 09, 2020•48 min•Transcript available on Metacast 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://greenbackd.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a par...
Mar 05, 2020•54 min•Transcript available on Metacast Michael Green is Chief Strategist and Portfolio Manager at Logica Funds. Michael joined Logica in January 2020 after serving as portfolio manager for Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Family Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based i...
Mar 02, 2020•1 hr 2 min•Transcript available on Metacast 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://greenbackd.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a par...
Feb 27, 2020•59 min•Ep 8•Transcript available on Metacast Mark Simpson is a value Investor and author of Excellent Investing: How to Build a Winning Portfolio Buy the book: https://amzn.to/2Pb43d5 Mark's Website: http://excellentinvesting.org/ Mark's Twitter: https://twitter.com/DangerCapital ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics...
Feb 24, 2020•1 hr 22 min•Transcript available on Metacast 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://greenbackd.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a par...
Feb 20, 2020•47 min•Transcript available on Metacast Dylan Grice is the founder of Calderwood Capital Research. Before Calderwood, Dylan was the Head of Liquid investments at Calibrium AG, a private investment office based in Zurich, Switzerland. Prior to joining Calibrium AG in 2014, Dylan was a part of the consistently top-ranked Global Strategy team at Société Générale, and was individually ranked first in the Extel Survey of institutional investor opinion in 2011 and 2012. Dylan started his career at Dresdner Kleinwort Wass...
Feb 17, 2020•55 min•Ep 6•Transcript available on Metacast 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://greenbackd.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a par...
Feb 13, 2020•1 hr 14 min•Ep 6•Transcript available on Metacast Corey Hoffstein is co-founder of and Chief Investment Officer at Newfound Research. Founded in August 2008, Newfound Research is a quantitative asset management firm based out of Boston, MA. Newfound/ReSolve Robust Equity Momentum Index https://www.thinknewfound.com/nrromot U.S. Equity ETF Style Premia: https://www.thinknewfound.com/style-dashboard Blog: https://blog.thinknewfound.com/ Flirting with Models Podcast: https://www.thinknewfound.com/podcast Corey'...
Feb 10, 2020•1 hr•Transcript available on Metacast 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://greenbackd.com/ Constellation Software's Mark Leonard's President's Letters: https://www.csisoftware.com/category/pres-letters About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: Afte...
Feb 06, 2020•52 min•Transcript available on Metacast Link to the Offer: https://share.hsforms.com/1zCrrkwvJTFKAGFSr1YtP_w2qhmh Jonathan is President of Boyar’s Intrinsic Value Research LLC., an independent research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of Boyar Asset Management, which has been managing money utilizing a value oriented strategy since 1983. After graduating from Cornell University with a B....
Feb 03, 2020•50 min•Ep 5•Transcript available on Metacast Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ The 47,500% Return: Meet The Billionaire Family Behind The Hottest Stock Of The Past 30 Years: https://www.forbes.com/sites/abrambrown/2020/01/13/heico-mendelson/#49de695f4b18 About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ B...
Jan 30, 2020•58 min•Ep 4•Transcript available on Metacast Simon Adler joined Schroders in 2008 as an analyst in the UK equity team, analysing the Media, Transport, Leisure, Chemicals and Utility sectors. In 2014 he moved into a fund management role and has experience managing Global ESG and Pan-European funds. He joined the value investment team in July 2016 to focus on UK institutional and ethical-value portfolios. Simon's blog: https://www.schroders.com/en/uk/the-value-perspective/blog/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched ...
Jan 27, 2020•55 min•Ep 4•Transcript available on Metacast Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ Didier Sornette's TED Talk on predicting financial crises: https://www.ted.com/talks/didier_sornette_how_we_can_predict_the_next_financial_crisis/transcript The Sornette Wave (Log-Period Bubble): https://www.hussmanfunds.com/wmc/wmc130415.htm Barry Diller and IAC: https://www.forbes....
Jan 23, 2020•1 hr 2 min•Transcript available on Metacast Daniel McMurtrie, better known as FinTwit's @Supermugatu, runs a long/short hedge fund, a Bangladeshi venture fund and wrote the modern 95 Theses for millennial daters: The Dating Market: Thesis Overview . Dan's firm: https://www.tyropartners.com/ Dan's Twitter: https://twitter.com/supermugatu ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is about finding undervalued stocks, deep value investing, hedge funds, activi...
Jan 20, 2020•2 hr 31 min•Ep 3•Transcript available on Metacast Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a partner at Farnam S...
Jan 16, 2020•1 hr 1 min•Transcript available on Metacast Steven Kiel manages Arquitos Capital, a private investment firm. Arquitos manages a U.S. onshore fund, Arquitos Capital Partners, LP and a BVI offshore fund, Arquitos Capital Offshore, Ltd. Arquitos is also the controlling shareholders in Enterprise Diversified, Inc. (OTCQB: SYTE). Steve's firm: https://www.arquitos.com/ Steve's Twitter: https://twitter.com/Steven_Kiel ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast i...
Jan 13, 2020•53 min•Ep 2•Transcript available on Metacast Gregory Zuckerman is a "Special Writer" at the WSJ. He is the author of a new book about Jim Simons and RenTech: https://amzn.to/2tAkxU9 . He is also the author of The Greatest Trade Ever https://amzn.to/2ZQ5v96 and The Frackers. Greg's Twitter: https://twitter.com/GZuckerman Greg at the WSJ: https://www.wsj.com/news/author/gregory-zuckerman ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is about finding underv...
Jan 06, 2020•46 min•Ep 1•Transcript available on Metacast Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a partner at Fa...
Jan 03, 2020•1 hr 2 min•Transcript available on Metacast Jose Ivan Garcia of Spain's Zona Value talks about value investing in Spain and Europe. Ivan shows a backtest of the acquirers multiple vs the magic formula in a blended US and European universe. Zona Value's website: https://zonavalue.com/ Zona Value Twitter: https://twitter.com/zonavalue Ivan's Twitter: https://twitter.com/J_Ivan_Garcia Lorenzo's Twitter: https://twitter.com/L_serratosa ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Ac...
Dec 31, 2019•43 min•Transcript available on Metacast New Constructs' CEO David Trainer on how public companies are using information buried in footnotes to manipulate earnings. Articles on New Constructs: Institutional Investor Beware Footnote Mischief: https://www.institutionalinvestor.com/article/b1j6v1zppkn7kf/Beware-Footnote-Mischief Integrity Research: Novel Database is Better at Measuring and Predicting Core Earnings and Stock Prices http://www.integrity-research.com/novel-database-better-measuring-predicting-core-earnings-...
Dec 29, 2019•51 min•Ep 44•Transcript available on Metacast About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a partner at Farnam Street. Jake's website: http://www.farnam-street.com/ Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOU...
Dec 26, 2019•57 min•Transcript available on Metacast Tim Kohn is a Managing Director at Arcus Capital Partners and a former NFL Football Player. He serves high net worth investors, specializing business development, relationship management, financial planning, portfolio construction, and wealth management. He is the only former or current NFL football player to have earned the CFA charter. Tim's Twitter: https://twitter.com/77cyko ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . Th...
Dec 25, 2019•49 min•Ep 43•Transcript available on Metacast YCharts' President and CEO Sean Brown has spent twenty-five years leading technology-centric companies of all sizes to success in hyper-competitive markets. YCharts.com Sean at Y Charts: https://get.ycharts.com/leadership/ Sean on LInkedIn: https://www.linkedin.com/in/sean-brown-6266673/ Sean's Twitter: https://twitter.com/Sean_YCharts ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is about finding ...
Dec 22, 2019•45 min•Transcript available on Metacast 
