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
Jul 4
Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589
Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s band Chester French and signed the group to Interscope Records. In today’s episod ... Show More
1h 27m
Jun 27
Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588
Today’s guest is Victor Haghani, founder and CIO of Elm Wealth, which focuses on managing wealth with an emphasis on diversification, low fees, and tax efficiency. He’s also the author of The Missing Billionaires: A Guide to Better Financial Decisions. In today’s episode, Victor ... Show More
1h 14m
Jun 20
Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587
Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam touch on the state of ... Show More
1h 12m
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
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
Feb 2020
Pop Delusions: Dylan Grice on the golden age of duration, why economists are cargo cultists, and the anatomy of a forecast with Tobias Carlisle on The Acquirers Podcast
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-ran ... Show More
55m 23s
Nov 2024
Investor Guide: Opening Bid round-up of Invest 2024
Amid a changing political landscape in the US and uncertainty across the world, many investors are looking for guidance for the rest of the year and beyond. Yahoo Finance’s marquee event, Invest 2024, brings together executives from some of the world’s largest corporations, thoug ... Show More
25m 40s