Mutiny Investing Podcast

49. Tobias Carlisle - What is Money?

Mar 28, 2023

01:25:36

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Episode notes

Introduction

2min

The Importance of Matching Assets to Liabilities

2min

Silicon Valley Bank Loses a Lot

4min

The Contagion Effect: A California Regional Thing

4min

The Final Capitulation of the VIX

3min

The Problem With Regional Banks

3min

How to Be a Successful Co-Op Banker

2min

The Consequences of a Bailout

2min

How to Maintain a Moral Hazard in Silicon Valley

2min

10.

How to Set Up FDI Insurance in a Bankruptcy

4min

11.

The Risk of Interfering Too Many Times in the Market

2min

12.

How to Survive the Market

2min

13.

The Importance of Time in Ergoticity Economics

2min

14.

The Role of Behavior in Value Investing

2min

15.

The Pirates of Finance

2min

16.

The Bank of Japan and the Non-Monetary Collapse

2min

17.

The Courage to Act

3min

18.

The Importance of Gold in the Future

3min

19.

The Importance of Physical Gold in the After Period

2min

20.

The Invincible Industrials

3min

21.

Buffett's Approach to Ergodicity

4min

22.

The Importance of Protecting Your Business From Competition

3min

23.

The Importance of Sub-Market Returns

2min

24.

The Importance of Patience

3min

25.

The Conundrum of Fortitude

2min

26.

The Importance of Focusing on the Topical

3min

27.

How to Manage Your Shiny Object Syndrome While Waiting on Funds to Pay Out Over Time

2min

28.

How to Survive the Collapse of the Stock Market

2min

29.

The Invincibles

2min

30.

The Future of Commodity Business

2min

31.

How to Invest in Value

2min

32.

How to Survive Your Own Mistakes

5min

33.

The Importance of Surviving

3min

34.

How to Achieve Value After Hours

4min

In this episode I talk with Tobias Carlisle, founder and managing director of Acquirers Funds, LLC. He serves as portfolio manager of the firm's deep value strategy.

Tobias is the creator of The Acquirer’s Multiple®. He is also the author of the books The Acquirer’s Multiple (2017), Concentrated Investing (2016), Deep Value (2014), and Quantitative Value (2012).

Tobias has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.

We discuss:

SVB
What is Money?
Invincible Businesses
History as a Guide
Behavior is Water
Ergodicity in all Things and more!

I hope you enjoyed this conversation with Tobias as much as I did!

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