In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Alameda Promised High Returns With No Risk Apoptosis – Build A Kill Criteria Into Your Investments Tesla Would Need To Own Entire Car Market To Justify Its Valuation Value’s Cheap Buffett Index … Read More
What Are The 20 Best And Worst Countries To Invest In According To The Human Freedom Index
During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses some of the best and worst countries to invest in according to the ‘human freedom index’. Here’s an excerpt from the interview: Tobias Carlisle: You may be not allowed to say this … Read More
Investing In ‘Freer’ Countries Helps Avoid Taleb’s Absorption Barrier Risk
During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses how investing in ‘freer’ countries helps avoid Taleb’s absorption barrier risk. Here’s an excerpt from the interview: Tobias Carlisle: Let me just play devil’s advocate for a moment. You and I had … Read More
Emerging Markets Provide Investors With Opportunities To Capture A ‘Freedom Premium’
During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses how emerging markets provide investors with opportunities to capture a ‘freedom premium’. Here’s an excerpt from the interview: Tobias Carlisle: So I saw that you retweeted something by Meb Faber which I … Read More
(Ep.7) The Acquirer’s Podcast: Tim Travis – True Value, Value In Options And Insurance
Summary In this episode of The Acquirer’s Podcast Tobias chats with Tim Travis of T&T Capital Management. During the interview Tim, who is one of the top ranked investors in the TipRanks, provides some great insights into: – His Investments In Assured Guaranty Ltd, Puerto Rico, and Ireland – Managing … Read More
In Investing You Don’t Need To Be Perfect, You Just Need To Be Good Enough
During his recent interview with Tobias, Michael Batnick of Ritholz Wealth Management discusses just how difficult it is to be an investor. Michael says that the name of the game is not to be perfect, because you’re not going to be. For the average person, it’s pretty easy to be … Read More
When Good Ideas In Investing Become Dominant They Become Destabilizing
During his recent interview with Tobias, Chris Cole of Artemis provided a great anology of what happens when great ideas in investing become dominant, saying: I’m a single guy. I go out and I see a cute girl. I ask for her phone number. That’s taking a risk. Maybe she … Read More