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TIP454: Current Market Conditions w/ Tobias Carlisle

Jun 5, 2022

Tobias Carlisle, founder of Acquire's Funds and author of 'The Acquirer's Multiple,' shares his insights on today's stock market, highlighting its expensive nature despite ongoing volatility. He discusses strategies for investing in a world with higher interest rates and explores how deep-value stocks tend to perform during bear markets. With personal anecdotes from his NYSE bell-ringing experience, he intertwines financial wisdom with relatable storytelling, offering listeners valuable perspectives on navigating complex market conditions.

01:13:39

Episode guests

Tobias Carlisle

Highlights

AI Chapters

Episode notes

Milestone Celebration for an ETF Listing

01:32

Value Investing in Times of Market Drawdown

01:29

Seek Risk-Adjusted Opportunities at a Discount

01:27

Consideration for ETF Costs and Funding

01:32

Intro

3min

A Family Adventure at the Stock Exchange IPO Bell Ringing

2min

Navigating Market Volatility and Value Investing

17min

Navigating Complex Market Conditions and Valuations

4min

Navigating Value Investing in Inflationary Times

26min

Navigating the Financial Sector: Opportunities Amidst Caution

5min

Navigating the Complexities of ETF Management

20min

IN THIS EPISODE, YOU'LL LEARN:

01:12 - Why Tobias Carlisle rang the bell on the NYSE.
05:01 - Why the stock market still looks expensive.
12:20 - Why the stock market is moving the way it does.
17:27 - How to invest in a world with higher interest rates.
27:21 - How deep value performs in bear markets.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Tobias Carlisle's podcast, The Acquires Podcast.
Tobias Carlisle's ETF, ZIG.
Tobias Carlisle's ETF, Deep.
Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book
Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com
Tweet directly to Tobias Carlisle.

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