Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and managed money for the Soros family. He’s also a minority owner of the Pittsburgh Steelers.
In today’s episode, Rob ... Show More
Aug 22
The Parallels of Past and Present in Finance - Mark Higgins | #594
Today’s guest is Mark Higgins, a Senior VP for IFA Institutional, where he specializes in providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on ... Show More
59m 7s
Aug 4
KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592
Today’s guest is Henry McVey, Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet. In today’s episode, Henry discusses the current macroeconomic landscape, emphasizing the regime change underway. He touches on the implications of a de ... Show More
58m 38s
Sep 2024
TIP661: Lessons from Bear Markets w/ Richard Lawrence
On today’s episode, Clay is joined by Richard Lawrence. Richard is the Founder and Executive Chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991.Over a 30-year time period, Overlook compounded capital at 14.3% per year — a re ... Show More
1h 15m
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, and p ... Show More
1h 46m
Dec 2023
#190 Top Investment Stories of 2023: A Stock Club Recap
Dive into 2023’s most insightful conversations on investing and personal finance with the "Stock Club" podcast's special year-end episode.
Relive the top highlights featuring industry experts like Michael Lucas, James Early, Derek Riley, and acclaimed author Brian Ferroldi as th ... Show More
32m 56s
Jul 3
Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's ... Show More
1h 3m
Aug 9
Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's ... Show More
1h 1m
Nov 2024
TIP674: Outperforming the Market, Managing Risk, & Market Inefficiencies w/ Andrew Brenton
On today’s episode, Clay is joined by Andrew Brenton to discuss his biggest investment lessons from beating the market over the past 25 years.Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an avera ... Show More
1h 11m
Sep 2024
Value After Hours S06 E33 Big Short's Vincent Daniel and Porter Collins on Gold, Oil, and Housing
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast
We are live every Tuesday at 1.30pm E / 10.30am P.
About Jake Jake ... Show More
1h 2m
Nov 2024
Stan Druckenmiller: Inside the mind of a legendary investor
This week, Nicolai Tangen visits Stan Druckenmiller in New York — one of the most renowned investors of our time, known for his insights into macroeconomics and markets. In this conversation, Druckenmiller shares his approach to major trades, like his groundbreaking bet against t ... Show More
57m 56s