Podcasts about Value investing

Connect With Me / Free Tips & Webinarshttps://www.learnwithstanley.comGet our Book "Value Investing in Asia"Book Depository: https://bit.ly/3eQg43cAmazon: https://amzn.to/2xXCTRAAll views or opinions articulated on the website and offical portal are expressed in our personal capacity and do not in any way represent those of the company, our employers and other related entities. All posts and published materials made do not constitute to being investment advice or recommendations. We do not take responsibility whatsoever for any loss or damage of any kind incurred from opinions or facts made from this website. We do not take responsibility for any factual inaccuracies error that we might made. All posts may be edited in the future.

En esta entrevista con Gonzalo Recarte, director general de Cobas Asset Management y fundador de Value School, analizamos si el value investing como filosofía de inversión sigue teniendo sentido en un mundo dominado por la IA. Hosted on Acast. See acast.com/privacy for more information.

Don takes listeners on a journey through nearly four decades of investment advice, explaining how his thinking evolved from recommending active mutual funds in the 1980s to embracing index funds, factor investing, and eventually ETFs. Along the way, he and Tom discuss Vanguard's rise, Don's early relationship with Paul Merriman, the emergence of Dimensional Fund Advisors and Avantis, and why their recommendations have changed over time. They also address listener skepticism about fund recommendations, compare Avantis and Vanguard products, answer a tax-efficient portfolio rebalancing question from a retired couple, and debunk a marketing pitch for “layered income portfolios.”0:08 Don shares the story of his early days giving investment advice from Leadville, Colorado2:56 The active management era and why great fund managers were once considered essential3:52 Vanguard's early growth and the gradual acceptance of index investing5:38 Don discusses Vanguard sponsoring his radio show and maintaining disclosure transparency6:55 Paul Merriman introduces factor investing and Fama-French research9:10 Early Dimensional Fund Advisors portfolios and advisor-only access10:56 The rise of ETFs, Dimensional's hesitation, and Avantis' origins11:23 The 2010 ETF flash crash and why Tom and Don were initially cautious13:29 Why factor investing remains compelling despite uncertain future returns14:20 Addressing listener skepticism about Avantis recommendations16:07 Comparing AVUV and Vanguard VBR small-cap value funds17:44 Comparing AVGE and Vanguard VT global equity funds19:15 Clarifying compensation, conflicts of interest, and transparency21:27 Listener Anton asks about tax-efficient portfolio rebalancing in retirement26:03 Why holding bonds inside IRAs can improve tax efficiency27:23 Discussion of Roth conversion strategies and tax considerations30:20 Listener asks about “Layered Income Portfolios”31:05 Why income portfolio marketing pitches are often more sales than substanceQuestions? Comments? Click!

Connect With Me / Free Tips & Webinarshttps://www.learnwithstanley.comGet our Book "Value Investing in Asia"Book Depository: https://bit.ly/3eQg43cAmazon: https://amzn.to/2xXCTRAAll views or opinions articulated on the website and offical portal are expressed in our personal capacity and do not in any way represent those of the company, our employers and other related entities. All posts and published materials made do not constitute to being investment advice or recommendations. We do not take responsibility whatsoever for any loss or damage of any kind incurred from opinions or facts made from this website. We do not take responsibility for any factual inaccuracies error that we might made. All posts may be edited in the future.

NBIW #254 | Börsenticker 025 Best Buy gehört zu den bekanntesten Elektronikhändlern der USA. Während stationäre Handelsketten vielerorts unter Druck geraten und der Onlinehandel weiter Marktanteile gewinnt, gelingt es dem Unternehmen bislang, profitabel zu bleiben. Die jüngsten Geschäftszahlen zeigen zwar leicht rückläufige Umsätze, gleichzeitig lag der Gewinn je Aktie über den Erwartungen. Im aktuellen Börsenticker geht es deshalb um die Frage, wie belastbar das Geschäftsmodell ist und welche Perspektiven sich für Anleger ergeben.

Der mögliche SpaceX-Börsengang entfacht riesige Erwartungen. Doch zwischen Elon-Musk-Hype, hoher Bewertung, fehlender Profitabilität und FOMO stellt sich die Frage, ob Anleger wirklich dabei sein müssen – oder ob solide Alternativen im Raumfahrt-, Rüstungs- und Industriesektor die ruhigere Wahl sind.

Connect With Me / Free Tips & Webinarshttps://www.learnwithstanley.comGet our Book "Value Investing in Asia"Book Depository: https://bit.ly/3eQg43cAmazon: https://amzn.to/2xXCTRAAll views or opinions articulated on the website and offical portal are expressed in our personal capacity and do not in any way represent those of the company, our employers and other related entities. All posts and published materials made do not constitute to being investment advice or recommendations. We do not take responsibility whatsoever for any loss or damage of any kind incurred from opinions or facts made from this website. We do not take responsibility for any factual inaccuracies error that we might made. All posts may be edited in the future.

My subconscious melded Fiddler on the Roof with the lecture from a few days earlier, and I ended up writing a chapter about the Jewish farmer Tevye buying a cow, Golde (which he named after his first wife). The post Fiddler on the Roof and Value Investing – Ep 292 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Bitcoin is breaking down, AI is attracting all the capital, and crypto may be entering an entirely new market regime.This week on The Hivemind, the team debates where Bitcoin is headed, why assets like HYPE, Venice, and Lighter are outperforming despite BTC weakness, the future of Hyperliquid, Ethena's Coinbase partnership, and whether crypto is finally becoming a market driven by fundamentals instead of Bitcoin alone.TIMESTAMPS00:00:00 Introduction & Is Bitcoin Cooked?00:05:44 Saylor, Bitcoin Liquidity & Market Structure00:12:28 Why Crypto Is Finally Detaching From Bitcoin00:19:06 The New Altcoin Market & Capital Rotation00:22:35 Why HYPE's Outperformance Matters00:26:22 Zcash, Value Investing & Crypto Fundamentals00:31:57 Hyperliquid, Lighter & Crypto's First Compounders00:33:47 Can Crypto Thrive While Bitcoin Stagnates?00:38:32 Why Retail Left Crypto For AI & Stocks00:40:46 BlackBerry, Equities & Staying In Your Circle Of Competence00:47:54 Lighter Deep Dive00:53:16 Kalshi, Perpetual Futures & Regulatory Tailwinds00:55:03 Polymarket's UMA Problem01:07:09 Ethena x Coinbase Explained01:16:43 Bitcoin To $49K? Jason's Bear Case01:19:43 Can HYPE Keep Going Higher?Link to our Youtube: https://www.youtube.com/@Delphi_DigitalFollow Ceteris: ⁠https://x.com/ceterispar1bus⁠ Follow Jason: ⁠https://x.com/3xliquidated⁠ Follow Yan: https://x.com/YanLibermanFollow Flip: https://x.com/trevor_flipperFollow Kevin: https://x.com/Kevin_Kelly_II

Key Takeaways: Look at the Bigger Economic Picture: Successful investing today requires understanding entire economic systems, not just individual stocks or assets. The Dollar Faces Long-Term Challenges: Changes in the financial system are causing people to rethink how value is measured and stored beyond traditional currencies. History Still Teaches Important Lessons: Financial families and systems from history show the importance of investing in strong foundations and long-term infrastructure, not just short-term profits. Infrastructure Creates Real Value: Networks like energy, transportation, technology, and financial systems hold lasting value because they support how economies function. Adapt to Economic Shifts: Paying attention to liquidity, market changes, and larger economic trends can help investors position themselves more effectively during times of transition.   Chapters: Timestamp Summary 0:00 The Renaissance of Value Investing in a Modern Economy 4:24 Understanding the Dollar System's Stability Amid Global Financial Chaos 11:02 The Impact of Savings Premiums on Housing and Stock Markets 13:19 Understanding Money: Collateral, Credit, and Utility Explained 19:17 Valuing Real Estate and Assets Through Conservative Financial Strategies 26:23 Old Money Math and Network Valuation in Venture Capital 28:38 Navigating Financial Markets Through Value Investing and Bitcoin   Powered by Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

In this week's Stansberry Investor Hour, Dan welcomes Matthew Tuttle to the show. Matthew is the CEO of Tuttle Capital Management, a firm that focuses on breaking away from conventional Wall Street wisdom by using its own ETFs that target new investment opportunities.   Matthew kicks things off by discussing the "death of value investing" and what he believes is contributing to it. First, with the advent of the Internet, information was more accessible to ordinary people, so a lot of the edge from learning crucial details was lost. Second, folks lost interest in value investing. When COVID-19 struck, a lot of new investors spent their stimulus checks on meme stocks instead of solid companies. But while Matthew thinks it's dead, he says the new value stocks are in heavy assets, low obsolescence ("HALO") investing. These are stocks with physical assets, so it's unlikely that even AI could disrupt them. (0:00)   Next, Matthew shares his disdain for exchange-traded funds ("ETFs"). He believes the majority of them "stink" and that if investors want to invest in a theme, they should completely invest in that theme. The problem, he says, is that Magnificent Seven companies are added to an ETF with the businesses having little relation to the theme, and you're probably holding them in several places. Additionally, there are "way too many ETFs, way too many indexes, [and] way too many... investment ideas" that folks are buying into. But one of the bigger problems is that ETFs are being advertised to individual investors using "marketable" people rather than proven and tested portfolio managers. (13:03)   Finally, Matthew shares the framework behind his hedging and asymmetry strategy. With hedging, you want to limit your tailing risk. However, Matthew says that bonds are not a proper hedge, and points out how "Liberation Day" and the Iran conflict saw bonds sell in tandem with stocks. With asymmetry, the idea is to limit your losses instead of your gains. Matthew says that all the top investors he has spoken with had their own methods that made them lots of money when their ideas were correct, but they only lost a little bit of money when they were wrong. It's important that you also set up your strategy work the same way. And Matthew says that going down the supply chain of breakthrough companies helps you find the best investing opportunities. (33:40)

In this week's Stansberry Investor Hour, Dan welcomes Matthew Tuttle to the show. Matthew is the CEO of Tuttle Capital Management, a firm that focuses on breaking away from conventional Wall Street wisdom by using its own ETFs that target new investment opportunities.   Matthew kicks things off by discussing the "death of value investing" and what he believes is contributing to it. First, with the advent of the Internet, information was more accessible to ordinary people, so a lot of the edge from learning crucial details was lost. Second, folks lost interest in value investing. When COVID-19 struck, a lot of new investors spent their stimulus checks on meme stocks instead of solid companies. But while Matthew thinks it's dead, he says the new value stocks are in heavy assets, low obsolescence ("HALO") investing. These are stocks with physical assets, so it's unlikely that even AI could disrupt them. (0:00)   Next, Matthew shares his disdain for exchange-traded funds ("ETFs"). He believes the majority of them "stink" and that if investors want to invest in a theme, they should completely invest in that theme. The problem, he says, is that Magnificent Seven companies are added to an ETF with the businesses having little relation to the theme, and you're probably holding them in several places. Additionally, there are "way too many ETFs, way too many indexes, [and] way too many... investment ideas" that folks are buying into. But one of the bigger problems is that ETFs are being advertised to individual investors using "marketable" people rather than proven and tested portfolio managers. (13:03)   Finally, Matthew shares the framework behind his hedging and asymmetry strategy. With hedging, you want to limit your tailing risk. However, Matthew says that bonds are not a proper hedge, and points out how "Liberation Day" and the Iran conflict saw bonds sell in tandem with stocks. With asymmetry, the idea is to limit your losses instead of your gains. Matthew says that all the top investors he has spoken with had their own methods that made them lots of money when their ideas were correct, but they only lost a little bit of money when they were wrong. It's important that you also set up your strategy work the same way. And Matthew says that going down the supply chain of breakthrough companies helps you find the best investing opportunities. (33:40)

Connect With Me / Free Tips & Webinarshttps://www.learnwithstanley.comGet our Book "Value Investing in Asia"Book Depository: https://bit.ly/3eQg43cAmazon: https://amzn.to/2xXCTRAAll views or opinions articulated on the website and offical portal are expressed in our personal capacity and do not in any way represent those of the company, our employers and other related entities. All posts and published materials made do not constitute to being investment advice or recommendations. We do not take responsibility whatsoever for any loss or damage of any kind incurred from opinions or facts made from this website. We do not take responsibility for any factual inaccuracies error that we might made. All posts may be edited in the future.

La estrategia que reúne en una sola cartera a Azvalor, Magallanes, Cobas y Horos para ofrecer exposición al value patrio. La estrategia Top Value España de Finizens acumula una rentabilidad neta del 29% desde su lanzamiento el 15 de septiembre de 2025, prácticamente el doble que el MSCI World, que en el mismo periodo —unos ocho meses— ha avanzado un 14,3%. Así lo reveló Kevin Koh Maier, director de inversiones de la gestora, en el programa Tu Dinero Nunca Duerme. La cartera agrupa cuatro fondos de referencia del value español: Azvalor Internacional, Magallanes European, Cobas Selección y Horos Value Internacional. La dispersión de rentabilidades entre ellos ilustra precisamente la tesis que llevó a Finizens a construir el producto: Azvalor lidera con un 43% en el periodo, impulsado por su apuesta en materias primas y energía, favorecida por las tensiones en el Estrecho de Ormuz; Cobas le sigue con un 31%; Magallanes anota un 17%, más en línea con los índices europeos por su mayor diversificación sectorial; y Oros, el de mejor historial a largo plazo en los últimos seis o siete años por su perfil de pequeña capitalización y empresas de crecimiento, cierra el ranking en este tramo concreto. "Lo que no queríamos es que el inversor tuviese que escoger", explicó Giorgio Semenzato, CEO de Finizens. La cartera combina más de 200 posiciones con tesis de inversión distintas y baja correlación entre sí, de forma que la rotación del liderazgo entre gestoras —que históricamente ocurre de manera abrupta— queda capturada automáticamente sin que el cliente tenga que ejecutar ningún cambio. "La belleza de tener una sola cartera es que te despreocupas", señaló Semenzato. Sobre el contexto de mercado, Koh Maier advirtió de la tensión existente entre renta fija y renta variable. Mientras la bolsa global registra rentabilidades en lo que va de año de entre el 8% en Europa y más del 20% en emergentes, el mercado de bonos descuenta mayor inflación futura, con los bonos ligados a la inflación europeos como el activo de renta fija más rentable del año. "Es muy diferente al 2022", matizó, recordando que entonces los precios de partida de la renta fija eran históricamente insostenibles —llegando incluso a tipos negativos— mientras que hoy las tires globales rondan el 4-4,5%, lo que ofrece protección real en escenarios adversos. Respecto al debate growth versus value, el director de inversiones de Finizens considera que la inteligencia artificial es la variable clave para determinar si el ciclo favorecedor del value se prolonga o si Estados Unidos recupera el liderazgo. "Viene un buen momento para el value, pero también para los demás mercados", concluyó.

A closer look at the value investing debate — analyzing performance across market cycles, the rise of growth vs value, and whether traditional value metrics still hold predictive power.

“I don't look to companies to be moral guides. I want them to be good companies. When you invest in the stock market, you want them to be growing fast and making profit. That's it. There's nothing more to it.” — Keith Teare If it's Saturday, it must be our weekly tech show. Before we went live, That Was the Week publisher Keith Teare told me it wasn't a big news week. He was wrong, of course (as he often is). The really BIG news this week, which Keith conveniently missed, is that Anthropic overtook OpenAI as the world's most valuable AI startup. Dario Amodei's AI startup raised $65 billion this week, putting its valuation at $900 billion, way ahead of OpenAI's last round at $730 billion. Keith says, without any proof, that they've cooked their numbers. Which makes this week's news even tastier. The more interesting story, for Keith at least, is Sam Altman's latest pivot: that humans need stakes in the AI platforms whose wealth they help create. Rather than Patagonia-style moral corporations (which Keith says would make him “throw up”), it should be the responsibility of the state or government to make capitalism more moral. But even slippery Sam got outpivoted this week by Anthropic, who sent a co-founder to Rome to do a deal with the Pope. Leo XIV's new encyclical, “Magnifica Humanitas,” is Anthropic's papal pivot. It's the smart model for value investing in the AI age. Five Takeaways •       Anthropic Tops OpenAI — But the Numbers May Be Wrong: Anthropic raised $65 billion this week at a $900 billion valuation, overtaking OpenAI's last round at $730 billion. The VCs backing it — Green Oaks, Sequoia, Altimeter, Dragoneer — are credible. Andrew's argument: they've seen the books. Keith's counter: the VCs are playing a different game. They expect two to three times their money at IPO and they'll probably get it — not because the revenue numbers are solid, but because the only way is up right now. The real test: the S-1, which requires audited accounts. Keith's prediction: the revenue numbers will look different when the SEC sees them. •       Dario's Credibility Problem — But Claude 4.8 Is Fantastic: Keith has consistently characterised Dario Amodei as “slightly juvenile” and has long been sceptical of Anthropic's public positioning. This week he cites Om Malik and the All In podcast in support of the revenue numbers critique. But he is careful to separate the man from the product: Claude 4.8, released two days ago, is “fantastic.” At SignalRank, Keith's firm, Claude rebuilt an entire agent valuation workflow in an hour that would have taken days manually. Andrew's observation: Andrew is now Anthropic's newest fan. He has replaced Spurs with Anthropic as his team. •       Altman's Pivot: From UBI to Ownership: Sam Altman has shifted his public narrative on AI and labour. Previously: UBI — universal basic income — as the answer to mass unemployment. Now: ownership. Humans need to own stakes in the AI platforms whose wealth they help generate. Not welfare. Not redistribution. Ownership. Keith's verdict: it's an interesting and significant move. More interesting than Amodei's continued fearmongering about AI devastation. Andrew notes that Altman seems to have genuinely grown up in the last two months. His tone is markedly different. •       Patagonia Capitalism Would Make Keith Throw Up: The week's interview of the week: Eric Ries on Incorruptible, arguing that great companies stay great by choosing a higher moral purpose — the Patagonia model. Keith's response: it would make him throw up. He doesn't want companies to be moral guides. He wants them to be profit machines. Moral guidance is the job of politics. And politics, he acknowledges, is massively disappointing. He does agree with Ries on one thing: Sundar Pichai, as an individual, should care about the future. But Google's job is to make money. That's it. •       Where Does Moral Guidance Come From? The Populists: Andrew's closing question: if not corporations, not politicians, not the pope — where does moral guidance come from? Keith's reluctant answer: the populists. Because the people care. They care about the future. And in the absence of politicians they can trust, they go elsewhere. Keith sees this as inevitable rather than desirable. Populism is the unintended consequence of political failure. The people filling the gap that broken institutions left. It's not a solution. It's a symptom. About the Guest Keith Teare is a British-American entrepreneur, investor, and publisher of the That Was the Week newsletter. He is a co-founder of TechCrunch and Andrew's regular TWTW co-host. References: •       That Was the Week by Keith Teare. •       Om Malik, “The Copy and the Guru” — the post on Anthropic's revenue numbers referenced in the conversation. •       All In Podcast — referenced for the Anthropic S-1 revenue discussion. •       Episode 2921: Eric Ries on Incorruptible — the interview of the week discussed in the show. •       Episode 2915: Keith Teare on capitalism and AI — the preceding TWTW, referenced at the opening. About Keen On America Nobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States — hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,900 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting. WebsiteSubstackYouTubeApple PodcastsSpotify Chapters: (00:31) - Introduction: ten days since the last TWTW (01:01) - The big news: Anthropic tops OpenAI at $900 billion (01:53) - Keith's reaction: both true and BS (02:22) - OpenAI is further ahead on IPO filing (03:15) - Om Malik and the revenue numbers: what does misleading mean? (03:41) - The All In podcast and Dario's credibility (04:21) - Anthropic's $65 billion raise: the VCs' game (04:42) - But Claude 4.8 is fantastic: the SignalRank story (06:16) - Dario vs Sam: who's more grown up? (07:00) - Altman's pivot: from UBI to ownership (08:00) - Keith admits he was wrong about OpenAI's dominance (09:47) - What did Keith get wrong? (10:36) - Corporate vs consumer AI dominance (15:00) - Agentic AI: the big theme in Keith's newsletter (20:00) - The pope: Leo XIV and AI (25:00) - Moral cap...

Antes de invertir, toca entender qué estás comprando. En este episodio hablamos con Paco Lodeiro, inversor value, divulgador financiero y creador de Value Investing FM, sobre una de las filosofías de inversión más conocidas —y debatidas— del mercado: el value investing. Paco nos explica qué diferencia una acción barata de una oportunidad real, cómo calcula el valor intrínseco de una empresa, qué significa eso del “margen de seguridad” y por qué la paciencia es tan importante para invertir con criterio. Además, repasamos cómo aplica él esta filosofía hoy, qué sectores y compañías le parecen interesantes y cómo ha cambiado su forma de invertir con los años. Además, en El Corrillo repasamos algunas de las historias más interesantes que hemos visto esta semana en Finect: el regreso de la renta fija como activo atractivo según JPMorgan, por qué las bolsas siguen subiendo pese al conflicto con Irán, el renacimiento de la deuda emergente, el papel de Taiwán y la inteligencia artificial en los mercados, y cómo Europa quiere posicionarse en la nueva carrera espacial. También hablamos del fondo taiwanés que arrasa en 2026 con casi un 100% de rentabilidad gracias al boom de la IA. Enlaces del Corrillo ➡️ JPMorgan AM — Nunca ha habido un mejor momento para entrar en renta fija https://www.finect.com/usuario/eduardogarcia/articulos/jpmorgan-am-nunca-ha-habido-un-mejor-momento-para-entrar-en-renta-fija ➡️ Finect — ¿Por qué suben las bolsas si sigue el conflicto en Irán? https://www.finect.com/usuario/Kaloxa/articulos/por-que-suben-las-bolsas-si-sigue-el-conflicto-en-iran-asi-lo-explica-el-gestor-de-uno-de-los-mayores-fondos-de-jpmorgan-am ➡️ Carmignac — Por qué la deuda emergente vuelve a atraer a los inversores https://www.finect.com/grupos/carmignac/articulos/por-que-la-deuda-emergente-vuelve-a-atraer-a-los-inversores ➡️ BNY Mellon IM — El renacimiento de los mercados emergentes https://www.finect.com/grupos/bny_mellon_im__espana/articulos/el-renacimiento-de-los-mercados-emergentes ➡️ Finect — El fondo “secreto” que más gana en 2026 https://www.finect.com/usuario/avillanuevae/articulos/el-fondo-secreto-que-mas-gana-en-2026-casi-un-100-en-5-meses-invirtiendo-en-taiwan-y-viviendo-del-boom-de-la-ia ➡️ Allianz Global Investors — El espacio como catalizador de inversión en Europa https://www.finect.com/grupos/allianz-global-investors/articulos/el-espacio-como-catalizador-de-inversion-en-europa-que-nos-ensena-artemis-ii Después llega un nuevo Finect Fight!, nuestra sección para enfrentar productos financieros cara a cara. Esta vez analizamos los planes amigo de Trade Republic, OpenBank, BBVA y Abanca: cuánto paga cada uno, qué condiciones exigen y cuál puede tener más sentido según el perfil de cada usuario. Enlaces Finect Fight! ➡️ Finect — Trade Republic, BBVA, OpenBank y Abanca: hasta 700 euros o el 3,04% TAE por invitar a un amigo https://www.finect.com/usuario/davidcarmona/articulos/trade-republic-bbva-openbank-y-abanca-hasta-700-euros-o-el-304-tae-por-invitar-a-un-amigo ➡️ Finect — Hasta 1.200 euros: mejores promociones de bancos por domiciliar la nómina https://www.finect.com/usuario/mariarefojos/articulos/hasta-400-euros-o-un-iphone-los-regalos-que-te-hacen-los-bancos-por-abrirte-una-cuenta Participa y danos tu opinión en comentarios de iVoox o Spotify, o por WhatsApp: 663 160 194. Este contenido se ha elaborado bajo un criterio editorial y no constituye una recomendación ni propuesta de inversión. La inversión contiene riesgos. Las rentabilidades pasadas no son garantía de rentabilidades futuras.

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P.────────────────────── ⁠VALUE OPTIONS LETTER⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria.Every idea reviewed and approved by an analyst before it hits your inbox.⁠valueoptionsletter.com/subscribe⁠──────────────────────See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Connect With Me / Free Tips & Webinarshttps://www.learnwithstanley.comGet our Book "Value Investing in Asia"Book Depository: https://bit.ly/3eQg43cAmazon: https://amzn.to/2xXCTRAAll views or opinions articulated on the website and offical portal are expressed in our personal capacity and do not in any way represent those of the company, our employers and other related entities. All posts and published materials made do not constitute to being investment advice or recommendations. We do not take responsibility whatsoever for any loss or damage of any kind incurred from opinions or facts made from this website. We do not take responsibility for any factual inaccuracies error that we might made. All posts may be edited in the future.

An exploration of whether value investing still works in today's market — examining cheap stocks, historical returns, and what the data says about buying beaten-down companies.

NBIW #252 | Börsenticker 023 Die Kreuzfahrtbranche hat sich nach dem pandemiebedingten Einbruch schneller erholt, als viele erwartet hatten. Carnival Corporation meldet wieder Rekordbuchungen, steigende Umsätze und hat sogar die Dividende zurückgebracht. Gleichzeitig bleibt das Unternehmen hoch verschuldet. Genau darin liegt der zentrale Spannungsbogen der Aktie: Auf der einen Seite steht ein wachsender Markt mit loyaler Kundschaft, auf der anderen eine Bilanzstruktur, die wenig Raum für größere Rückschläge lässt.

Rapha Avellar se aprofunda em uma conversa reveladora com Cathyelle Schroeder, CMO da Riachuelo, sobre os desafios de liderar uma marca de moda em um país tão diverso quanto o Brasil. Descubra como ela equilibra consistência e autenticidade local em suas estratégias.Neste episódio, você vai descobrir:- Por que ouvir o cliente é o maior trunfo no varejo de moda.- A pesquisa que desvendou o verdadeiro desejo das consumidoras.- Como a Riachuelo transforma colaborações em uma plataforma de inovação.- O que um hater pode ensinar sobre sua marca.- A diferença entre patrocinar e pertencer a um movimento regional.Prepare-se para insights que podem transformar sua visão sobre marketing e liderança. Não esqueça de se inscrever e deixar seu like!---✨ Sobre o PodcastO CMO Playbook é um podcast que busca entender como grandes líderes de marketing enfrentam desafios, repensam modelos de gestão, testam novas abordagens e antecipam movimentos do mercado.É o espaço onde CMOs, Heads e Gerentes das maiores marcas e agências do país discutem tendências, estratégias e decisões com profundidade técnica e visão de futuro.Um podcast feito para quem está na linha de frente da transformação — que inspira, provoca e busca conversas profundas para liderar com inteligência na nova era da publicidade.---

Chris is Chairman and Portfolio Manager at Davis Advisors, an independent, employee‑owned investment firm managing $30B as of March 2026, and serves on the board of Berkshire Hathaway. We discuss stewardship and patience as core advantages in value investing, how market cycles test conviction, and the enduring lessons as well as the limits of the Buffett and Munger framework. -This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)

En el podcast de hoy doy respuesta a algunas de vuestras preguntas más interesantes en una nueva edición del consultorio de bolsa. Hablamos sobre la IPO de SpaceX, la crisis de crédito, el value investing y mucho más. Únete al canal GRATUITO de WhatsApp: https://whatsapp.com/channel/0029VaTrH1L72WTwHEGtyr0mSígueme en instagram: ⁠https://instagram.com/arnau_invertirbolsa⁠Todo lo que hacemos en Boring Capital: ⁠https://boringcapital.net/⁠Consulta nuestras rentabilidades pasadas en Boring Capital: ⁠https://boringcapital.net/informes-rentabilidad⁠Sígueme en Twitter: ⁠https://twitter.com/ajnogues⁠Suscríbete a nuestra newsletter: ⁠https://mailchi.mp/1a1f327fc3d5/ideas-de-swing

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P.────────────────────── VALUE OPTIONS LETTERThree to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria.Every idea reviewed and approved by an analyst before it hits your inbox.valueoptionsletter.com/subscribe──────────────────────See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Chris Marangi (President & Co-CIO, Gabelli) moderates a discussion with legendary value investor John Rogers (Co-CEO and CIO, President, Ariel Investments). To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • X - https://X.com/InvestGabelli • Instagram -   / investgabelli   • Facebook -   / investgabelli   • LinkedIn -   / investgabelli   http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Neste episódio do CMO Playbook, Rapha Avellar conversa com Rodrigo Padilla, da LATAM, sobre as lições transformadoras de sua carreira na P&G e a transição para a aviação. Neste episódio, você vai descobrir:- O momento decisivo que fez a P&G apostar tudo em Downy.- Como transformar uma crise de identidade em um diferencial de marca.- A importância da humildade intelectual na liderança moderna.- O segredo por trás da personalização de experiências na LATAM.- Como a tecnologia pode humanizar o atendimento ao cliente.Acompanhe essa conversa imperdível e entenda como estratégias ousadas podem redefinir o futuro de uma empresa. Inscreva-se e deixe seu like!———✨ Sobre o PodcastO CMO Playbook é um podcast que busca entender como grandes líderes de marketing enfrentam desafios, repensam modelos de gestão, testam novas abordagens e antecipam movimentos do mercado.É o espaço onde CMOs, Heads e Gerentes das maiores marcas e agências do país discutem tendências, estratégias e decisões com profundidade técnica e visão de futuro.Um podcast feito para quem está na linha de frente da transformação — que inspira, provoca e busca conversas profundas para liderar com inteligência na nova era da publicidade.———

Merryn Somerset Webb speaks with Temple Bar’s Ian Lance about the trust’s standout performance since 2020, driven by disciplined value investing—buying unloved, low-priced companies with recovery potential and holding them as sentiment improves. Lance argues that success comes from focusing on long-term earnings rather than short-term pessimism, even if it means owning controversial stocks.See omnystudio.com/listener for privacy information.

Fünf Tabakaktien, eine klare Performance-Rangliste: An letzter Stelle steht ausgerechnet der Wert, der als nächstes nachgekauft wird. In diesem Tabak-Update bespricht Tobias Kramer das gesamte Portfolio im direkten Vergleich: • Altria: 10 % Kursplus in 12 Monaten, aber Marktanteilsverluste im rauchfreien Segment • British American Tobacco: größte Position mit knapp 50 % im Plus seit Einstand • Imperial Brands: einziger Negativperformer der letzten 13 Monate, KGV bei 8 • Japan Tobacco: Rekordumsatz, operatives Ergebnis +21 %, – aber bereits über dem fairen Bewertungsniveau? • Philip Morris International: Wachstumsführer im rauchfreien Segment – Bewertung jenseits der Nachkauf-Zone • Scandinavian Tobacco: Zigarren-Nische und sinkende Gewinne – warum der Wert auf die Beobachtungsliste kommt, aber nicht ins Depot Die Bewertungslücke zwischen Imperial Brands (KGV ~8) und Philip Morris (KGV ~19) ist kein Zufall, sondern die Grundlage für die heutige Entscheidung! Wie Tobias konkret angepasst hat und warum, erfährst Du im vollständigen Podcast.

Frank Mottek is joined by Gabriel Wisdom, a veteran money manager and author of Wisdom on Value Investing. They dive into the latest market trends, discussing the impressive earnings reports from major companies and the impact on the stock market. Gabriel shares his insights on the oil market, gold prices, and the tech sector, including the challenges facing Nvidia and the rise of new competitors. They also discuss the defense and healthcare sectors, as well as the latest news on the Middle East conflict and the proposed billionaire tax in California.See omnystudio.com/listener for privacy information.

In this episode of Gimme Some Truth, we explore the massive shift happening in the markets. For over a decade, Growth stocks have dominated, but Artificial Intelligence might be the very catalyst that brings Value Investing back to the forefront.We break down the "AI Build-out" and why sectors typically labeled as "Value"—like Energy, Utilities, and Industrials—are becoming the backbone of the AI revolution. If you are worried about S&P 500 concentration risk and being too heavy in Big Tech, this episode is a must-watch.What we cover in this episode:- The Growth vs. Value Trade: Why the tide is turning after 15 years.- AI Disruption: How AI is actually challenging the valuation of traditional growth companies.- Concentration Risk: The dangers of a tech-heavy portfolio in today's market.- The AI Infrastructure Play: Which value sectors stand to gain the most from the AI build-out.- Market History: Lessons from past bubbles (2000, 2008) and how they apply to the AI boom.Don't let recency bias dictate your strategy. We discuss why now is the time to review your portfolio and ensure you aren't over-exposed to a single trade.

Neste episódio do CMO Playbook, Rapha Avellar recebe Carlinha Gagliardi, Chief Investment Officer da Omnicom Media, para uma conversa sobre a evolução do marketing digital. Uma jornada desde os tempos dos motoboys com fitas até as mesas de performance que revolucionaram o mercado.Neste episódio, você vai descobrir:- Como um banner pesado derrubou a home do UOL e o caos que se seguiu.- A história da primeira mesa de performance do Brasil e seu impacto no Itaú.- Por que a diversidade de canais de mídia caiu 75% e o que isso significa.- O segredo por trás dos melhores clientes: eles são caros, mas valem cada centavo.- Por que canais subvalorizados, como o rádio, ainda entregam resultados surpreendentes.- E o perigo de abandonar a construção de marca em favor do fundo do funil.Não se esqueça de se inscrever no nosso canal e deixar seu like!———✨ Sobre o PodcastO CMO Playbook é um podcast que busca entender como grandes líderes de marketing enfrentam desafios, repensam modelos de gestão, testam novas abordagens e antecipam movimentos do mercado.É o espaço onde CMOs, Heads e Gerentes das maiores marcas e agências do país discutem tendências, estratégias e decisões com profundidade técnica e visão de futuro.Um podcast feito para quem está na linha de frente da transformação — que inspira, provoca e busca conversas profundas para liderar com inteligência na nova era da publicidade.———

Frank Mottek is joined by Gabriel Wisdom, Managing Director of American Money Management and author of Wisdom on Value Investing. They dive into the current market trends, discussing the impact of the ceasefire in the Middle East on oil prices and the global economy. Gabriel shares his insights on the tech sector, highlighting the undervalued tech names and the potential opportunities in the space industry. They also discuss the recent rally in the crypto market and the latest developments in the ETF space.See omnystudio.com/listener for privacy information.

This interview examines how escalating geopolitical tensions are influencing the UK equity market and investor sentiment. Rising energy prices and disrupted supply chains are expected to feed through into inflation and interest rates, creating headwinds for more cyclical areas of the market. Alex Wright, manager of Fidelity Special Values Trust, explores how the portfolio is being adjusted in response, including changes to exposure across sectors such as defence and oil. We also consider the challenges of navigating markets where traditional defensive assets have already performed strongly and highlight where value opportunities are emerging, particularly within mid and small-cap stocks despite the near-term uncertainty.What's covered in this episode: Geopolitical uncertainty and market impactEnergy prices and inflation outlookPortfolio positioning in volatile marketsReducing equity exposure and increasing cashCommodities: coal vs copper exposureChallenges with traditional defensive sectorsDefence stocks and valuation concernsOil majors and long-term outlookMid and small-cap opportunitiesAI-driven market dislocations and value investingLearn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3523: Vitaliy Katsenelson challenges the idea that value investing is obsolete, explaining how low interest rates and inflated expectations have skewed performance in favor of growth stocks. Drawing on timeless principles from Benjamin Graham and Warren Buffett, he presents value investing as a disciplined, long-term philosophy that prioritizes price and realism over market hype. Quotes to ponder: "Value investing to me is a philosophy that is governed by what I call the six Commandments of value investing" "Something is overvalued doesn't mean it can't get more overvalued" "You can turn any investment into a bad deal by paying too much" Episode references: The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3523: Vitaliy Katsenelson challenges the idea that value investing is obsolete, explaining how low interest rates and inflated expectations have skewed performance in favor of growth stocks. Drawing on timeless principles from Benjamin Graham and Warren Buffett, he presents value investing as a disciplined, long-term philosophy that prioritizes price and realism over market hype. Quotes to ponder: "Value investing to me is a philosophy that is governed by what I call the six Commandments of value investing" "Something is overvalued doesn't mean it can't get more overvalued" "You can turn any investment into a bad deal by paying too much" Episode references: The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3523: Vitaliy Katsenelson challenges the idea that value investing is obsolete, explaining how low interest rates and inflated expectations have skewed performance in favor of growth stocks. Drawing on timeless principles from Benjamin Graham and Warren Buffett, he presents value investing as a disciplined, long-term philosophy that prioritizes price and realism over market hype. Quotes to ponder: "Value investing to me is a philosophy that is governed by what I call the six Commandments of value investing" "Something is overvalued doesn't mean it can't get more overvalued" "You can turn any investment into a bad deal by paying too much" Episode references: The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Learn more about your ad choices. Visit megaphone.fm/adchoices

Die US-Dominanz in den großen Aktienindizes ist so hoch wie nie zuvor. Dabei wirft schwindendes Vertrauen in die USA die Frage auf, ob die klassische Gewichtung nach Marktkapitalisierung noch zeitgemäß ist. Oder erzeugt sie ein riskantes Klumpenrisiko?  Welche Alternativen gibt es und wie streut man ein Weltportfolio wirklich sinnvoll? Antworten darauf gibt Karl Matthäus Schmidt, Vorstandsvorsitzender der Quirin Privatbank und Gründer von quirion, in der aktuellen Podcast-Folge. Karl beantwortet folgende Fragen: Warum glaubst Du persönlich an die Zukunft Afrikas? Wie stellt Karl Matthäus Schmidt sein eigenes Aktien-Portfolio auf? (1:22) Die USA haben die stärkste Wirtschaft und größte Börse. Ist es da nicht logisch, dass US-Aktien im Weltportfolio stark vertreten sind? (2:17) Ist die US-Dominanz inzwischen ein echtes Klumpenrisiko geworden? (3:39) Wie stark sollten politische Entwicklungen bei der Gewichtung von Märkten berücksichtigt werden? (4:36) Bedeutet die Investition nach Marktkapitalisierung nicht immer auch automatisch Investieren in die Gewinner von gestern? (6:34) Ist eine Gleichgewichtungsstrategie fairer? (7:21) Wie ist die Gewichtung nach Wirtschaftsleistung zu beurteilen? (9:14) Was ist davon zu halten, hoch bewertete Märkte automatisch niedriger zu gewichten? (11:03) Braucht man für eine wirklich breite Diversifizierung eine Mischung aus verschiedenen Gewichtungsansätzen? (11:35) Welche Gewichtung ist zu empfehlen, wenn man vor allem ruhig schlafen will, speziell in turbulenten Marktphasen? (13:43) Was bevorzugt Karl Matthäus Schmidt: Kapitalerhalt oder Rendite? (14:27) Gut zu wissen: US-Aktien machen gut 70 % des MSCI World aus, obwohl ihr Anteil an der Weltwirtschaftsleistung nur bei etwa 25 bis 30 % liegt. Im globalen Technologiesektor ist das US-Gewicht noch massiver (über 90 %). Das sind starke Unwuchten, obwohl die Marktkapitalisierungsgewichtung grundsätzlich sinnvoll bleibt. Politische Ereignisse sollten keinen Einfluss auf die Aktiengewichtung haben. Eine Gleichgewichtung aller Aktien schmälert Renditechancen. Eine Gewichtung nach Wirtschaftsleistung ignoriert die tatsächliche Investierbarkeit und staatliche Eingriffe in Märkten wie China. Die Marktkapitalisierung ist die einzige Methode, die das echte Verhältnis von Angebot und Nachfrage widerspiegelt – und gegen diese Marktlogik sollte man sich nicht stellen. Um extreme Unwuchten zu vermeiden, sollte man wirklich den gesamten globalen Markt abdecken. Mit dem MSCI World allein gelingt das nicht. Spezielle Faktor-Indizes helfen, Klumpenrisiken zu vermeiden. Bei ausreichendem Zeithorizont schließen sich Kapitalerhalt und eine attraktive Rendite nicht aus. Folgenempfehlung: Folge 230: „Langfristig erfolgreich anlegen – was macht ein gutes Risikomanagement aus?“   (01:22) Wie stellt Karl Matthäus Schmidt sein eigenes Aktien-Portfolio auf? (02:17) Die USA haben die stärkste Wirtschaft und größte Börse. Ist es da nicht logisch, dass US-Aktien im Weltportfolio stark vertreten sind? (03:39) Ist die US-Dominanz inzwischen ein echtes Klumpenrisiko geworden? (04:36) Wie stark sollten politische Entwicklungen bei der Gewichtung von Märkten berücksichtigt werden? (06:34) Bedeutet die Investition nach Marktkapitalisierung nicht immer auch automatisch Investieren in die Gewinner von gestern? (07:21) Ist eine Gleichgewichtungsstrategie fairer? (09:14) Wie ist die Gewichtung nach Wirtschaftsleistung zu beurteilen? (11:03) Was ist davon zu halten, hoch bewertete Märkte automatisch niedriger zu gewichten? (11:35) Braucht man für eine wirklich breite Diversifizierung eine Mischung aus verschiedenen Gewichtungsansätzen? (13:43) Welche Gewichtung ist zu empfehlen, wenn man vor allem ruhig schlafen will, speziell in turbulenten Marktphasen? (14:27) Was bevorzugt Karl Matthäus Schmidt: Kapitalerhalt oder Rendite?

Frank is joined by Gabriel Wisdom, author of Wisdom on Value Investing, and Steve Hilton, leading candidate for governor in California. They dive into the latest market trends, discussing the impact of the Iran conflict on oil prices and the economy. Gabriel shares his insights on the precious metals market and the potential for a "spring-loaded" situation in the markets. Meanwhile, Steve Hilton discusses his plans to address California's high gas prices and promote affordable energy solutions.See omnystudio.com/listener for privacy information.

Retirement Lifestyle Show breaks down key insights from the Value Invest New York Conference, covering AI CapEx spending, aerospace opportunities, and the core principles of value investing. The episode explores show macro trends, company management, and industry dynamics shape investment decisions, along with practical approaches to valuation and identifying opportunities.#Investing #Valuation #MarketTrends #StockPicks #AI #CapEx #Aerospace #ValueInvesting #Portfolio00:00 Introduction to the Conference and Speakers00:53 Keynote Speakers and Main Themes02:36 CapEx in AI Infrastructure and Market Signals03:57 Historical Context of CapEx and Technology Adoption06:27 Deepening Knowledge Through Expert Q&A09:05 Aerospace Industry Growth and Opportunities12:07 Value Investing Characteristics and Methodologies14:24 Background of Presenters and Potential Conflicts ofInterest21:14 Valuation Methods and Investment Strategies26:54 The Importance of Management in Investments32:53 Value Investing in the Age of AI37:13 Dynamic Market Analysis and Research Strategies⁠https://retirementlifestyleshow.com/⁠⁠⁠⁠ ⁠⁠⁠⁠https://www.retirewithroshan.com⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@retirementlifestyleshow⁠⁠⁠⁠ ⁠⁠⁠⁠https://twitter.com/RoshanLoungani⁠⁠⁠⁠ ⁠⁠⁠⁠https://www.linkedin.com/in/roshanloungani⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/retirewithroshan⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/adrian-nicholson-74b82b13b⁠⁠⁠⁠  All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional

Jeremy Grantham is the Co-Founder of GMO, a $100 billion Boston-based asset management firm co-founded in 1977. Over six decades in markets, Jeremy has been one of the most respected and outspoken voices on value, market bubbles, and long-term investing. He recently published The Making of a Permabear with Edward Chancellor, an account of his career and investment lessons learned along the way. Our conversation begins with Jeremy's early lessons in frugality growing up in wartime Yorkshire and his interest in numbers and investing. We trace his career through the founding of Batterymarch and GMO, the golden period of value, painful lessons of the dot-com bubble, and the challenges since. We cover Jeremy's framework for identifying and navigating market bubbles, career risk, and the current AI investment boom, and close with his essential philanthropic work to change the trajectory of the environment alongside the investment strategy he deploys in his Foundation. Learn more about our Strategic Investments: OWL.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership     Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

In today's episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making. He explores concepts such as power laws, network effects, de-risking investments, and the importance of holding high-potential businesses. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:03:23 - How venture capital power laws shape investing returns and portfolio outcomes 00:06:19 - Why a tiny number of winners dominate most long-term investing results 00:08:41 - Why selling potential power-law winners early can severely damage portfolio performance 00:08:41 - How modest portfolio contributors can evolve into massive long-term winners 00:09:21 - Why accepting losses is the cost of capturing outsized investing returns 00:11:25 - How Moore's Law and Metcalfe's Law create powerful technology-driven investment opportunities 00:13:34 - Why investors should scale positions as businesses become progressively de-risked 00:25:41 - How unpopular or overlooked businesses can generate exceptional long-term investment returns 00:32:24 - Why averaging up in strong businesses can outperform traditional value strategies 00:57:06 - How long-horizon arbitrage allows investors to benefit from fundamental business improvement Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to join us in Omaha for the Berkshire meeting ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Buy The Power Law. Follow Kyle on X and LinkedIn. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Vanta⁠ ⁠Unchained⁠ ⁠Netsuite⁠ ⁠Fundrise⁠ ⁠Shopify⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Raul Shah from DocShah Financial shares why he's a value investor (0:30) Tax gain harvesting and more tax takeaways for investors (5:45) Risk tolerance and risk capacity (10:40) Hims & Hers, UnitedHealth, and Gambling.com (17:45) Risks to each stock (31:20)Show Notes:Forget The Price Of A Stock. What Is It Worth?Hims & Hers Health And Devon Energy - Raul Shah's Hot TakeGambling.com: Undervalued Company With Tremendous Potential UpsideHims & Hers Health: The Juice Is Worth The SqueezeUnitedHealth: Why AI Is The Secret Weapon For The TurnaroundEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

En TDND, Iván Martín señaló que aunque el momento es trágico en lo humano y complejo, es cuando cunde el "pesimismo" donde se fraguan las fortunas. En una semana marcada por la incertidumbre, Tu Dinero Nunca Duerme analizó la actual sacudida de los mercados financieros. Ante el recrudecimiento del conflicto en Oriente Próximo, el presi-dente, socio fundador y director de inversiones de Magallanes Value Investors, Iván Martín, arrojó luz sobre cómo debe comportarse un inversor a largo plazo cuando el pánico parece apoderarse del parqué. La volatilidad de los mercados en estos días genera un nerviosismo natural incluso en los inversores más experimentados. Sin embargo, para el equipo del programa, este escenario no es solo una crisis, sino una ventana de oportunidad. Domingo Soriano advirtió que la actitud de los analistas —quienes, lejos de mostrarse derrotistas, mantienen una calma analítica— podría parecer "locura" al oyente primerizo. No obstante, esa apa-rente alegría no nace del caos, sino de la convicción de que los precios actuales están dejando "jo-yas" a valoraciones muy atractivas. Iván Martín, referente del Value Investing en España, fue tajante: aunque el momento es trágico en lo humano y complejo en lo financiero, es precisamente en estos periodos de "máximo pesi-mismo" donde se fraguan las grandes fortunas. Martín recordó la figura mítica de John Temple-ton, quien cimentó su éxito comprando acciones a precios de saldo —muchas veces por debajo del dólar— durante el estallido de la Segunda Guerra Mundial. "Es intrínseco: las grandes oportunidades para invertir en bolsa vienen en los peores momen-tos", afirmó Martín. Para el gestor de Magallanes, la clave reside en tener un "banquillo de oportunidades". Se trata de una lista de empresas con tesis de inversión sólidas que, en condiciones normales, cotizan dema-siado caras, pero que el "río revuelto" del mercado pone a tiro del inversor. El debate subrayó la importancia de la gestión activa. Según Martín, la combinación de estar alerta para identificar ventanas de oportunidad y tener la disciplina de entrar cuando los precios son bajos es una estrategia "imbatible". El objetivo no es celebrar la caída de los mercados, sino mantener la empatía con la situación global mientras se cumple con la obligación del gestor: preservar y au-mentar el potencial de revalorización de la cartera de sus clientes. En definitiva, la lección de esta tertulia es clara: el inversor a largo plazo debe ser capaz de abs-traerse del ruido del corto plazo y entender que la volatilidad es, en realidad, el precio que se paga por acceder a rentabilidades extraordinarias en el futuro

Send a textIn the Season 7 premiere of ETF Battles, Ron DeLegge ‪@etfguide‬ referees an audience requested battle between three value ETFs. Who wins the battle?Program judges Erik Ogard at BufferLABS and Mike Akins at ETF Action examine this ETF battle between IUSV (iShares), AVLV (Avantis) and VTV (Vanguard). Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!#ETF #investing #stockmarket #f*********Get in touch with our judgesErik Ogard at BufferLABShttps://bufferlabsetfs.comMike Akins at ETF Actionhttps://www.etfaction.com

In Episode 183 of the Investor Professor Podcast, we break down a major market-moving development: the Supreme Court's 6–3 decision to strike down the bulk of the IEPA tariffs that had become a central pillar of President Trump's trade agenda. With roughly $160 billion in tariff revenue in question and new 10–15% proposals already being floated under alternative legal authority, uncertainty is back at the forefront. We discuss how shifting trade policy affects corporate decision-making, capital spending, and global supply chains—especially at a time when inflation data (PCE) remains sticky and major indexes are treading water. We also preview a pivotal earnings week led by Nvidia, explore volatility across AI and software names, and examine the implications of a $200 million contract dispute between Anthropic and the U.S. government that could ripple through the broader AI ecosystem.We close the episode on a more personal and reflective note, discussing value investor Guy Spier's decision to wind down the Aquamarine Fund following a glioblastoma diagnosis. Drawing from his deeply honest letter to shareholders, we reflect on mentorship, integrity, and what truly matters in a profession that can often feel transactional and isolating. From tariffs and tech to gratitude and legacy, Episode 183 blends timely macro analysis with a perspective that goes beyond the numbers. *This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.Guy's Letter

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.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Episode 182 of the Investor Professor Podcast breaks down a volatile start to the year as markets wrestle with mixed signals from economic data, shifting rate-cut expectations, and the accelerating AI narrative. The episode reviews major index performance — with the Dow showing relative strength while the S&P 500 and Nasdaq struggle — and unpacks fresh jobs and CPI data that point to a still-healthy economy. Despite strong fundamentals like falling inflation and steady employment growth, markets remain choppy as investors rethink valuations and how quickly AI could reshape entire industries.The conversation dives into the ripple effects of AI headlines across sectors ranging from software and wealth management to logistics and banking, highlighting how fear-driven selloffs may create opportunities for long-term investors. Rather than chasing short-term volatility, the episode emphasizes disciplined portfolio management, focusing on quality companies, valuation awareness, and increasing share count during pullbacks. Listeners will walk away with a clear, practical framework for navigating uncertainty, identifying potential bargains, and staying grounded in a long-term investing mindset.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

Our guest on the podcast today is Leyla Kunimoto. Leyla is the founder and editor of Accredited Investor Insights, a newsletter that helps investors navigate private markets. She writes about private equity, private credit, and real estate, focusing on the practical realities of evaluating alternative investments from the limited partner perspective. Leyla began investing in public markets in 2001 and expanded into private markets in 2020, with current holdings spanning public equities, real estate, and alternatives. She started her career in finance and management consulting after graduating from the University of Washington. She also worked in advisory services at a Big Four accounting firm.BackgroundLeyla KunimotoAccredited Investor InsightsPrivate Equity, Private Credit, and Private Real Estate“Inside the Black Box: What First Brands Teaches Us About CLO Risk,” by Leyla Kunimoto, AccreditedInsight.com, Oct. 2, 2025“Jamie Dimon Says Private Credit Is Dangerous—and He Wants JPMorgan to Get In on It," by Alexander Saeedy, WSJ.com, July 13, 2025“PIK Is Whispering. Are You Listening?” by Leyla Kunimoto, AccreditedInsight.com, June 12, 2025.“Private Credit Interval Fund,” by Leyla Kunimoto, AccreditedInsight.com, Aug. 24, 2025.“Non-Traded BDC Meets Mr. Market,” by Leyla Kunimoto, AccreditedInsight.com, Nov. 20, 2025“The Problem With PME,” by Leyla Kunimoto, AccreditedInsight.com, Oct. 9, 2025.“Private Equity 101: What Every LP Should Know,” by Leyla Kunimoto, AccreditedInsight.com, July 31, 2025.“Private Markets in 2026: What Changes, What Sticks,” by Leyla Kunimoto, AccreditedInsight.com, Dec. 28, 2025.“It's NAV … Until You Want Liquidity,” by Leyla Kunimoto, AccreditedInsight.com, Jan. 8, 2026.“Why Vanguard, Champion of Low-Fee Investing, Joined the ‘Private Markets' Craze,” by Matt Wirz and Anne Tergesen, WSJ.com, July 2, 2025“The Golden Doodle of Private Markets: Evergreen Secondaries” by Leyla Kunimoto, AccreditedInsight.com, Oct. 30, 2025.Books MentionedRich Dad Poor Dad: What The Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!, by Robert KiyosakiThe Intelligent Investor: The Definitive Book on Value Investing, by Benjamin GrahamMastering The Market Cycle: Getting the Odds on Your Side, by Howard Marks Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.