ETFs, Deep Value and Lessons From Podcasting w/ Tobias Carlisle, Acquirer's Funds (Episode 31) - a podcast by Brandon Beylo

from 2020-06-26T12:00

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We're stoked to bring you this week's guest: Tobias Carlisle. Tobias is a Renaissance man in the investing community. He's written four books, captains two podcasts and runs two ETFs. Along with that he's a husband and a father to a beautiful family. 


Tobias is usually on the other end of these interviews. 


We chat about ETFs, daily routines, Berkshire Hathaway, asking better questions and more!


Here's the show outline: 



  • [2:12] Tobias' Daily Routine

  • [4:01] The ZIG ETF

  • [9:21] Accounting For Negative FCF

  • [13:06] Trusting The Process During Uncertainty

  • [16:02] Hertz $HTZ

  • [18:22] CNBC and Buying Mentality 

  • [22:07] Randomness in Investing

  • [24:05] Why Tobi Started an ETF

  • [31:19] That Time Tobi Toured Google

  • [39:35] Don't Watch The Market

  • [40:31] What is Tobias' Edge?

  • [45:41] Developing a Mental Edge

  • [50:28] Tobi's Mt. Rushmore of Podcast Guests

  • [54:40] The Trouble w/ Paying For Growth

  • [59:51] Closing Questions


If you want to check out Tobi's book, click the links below: 



Also, check out Tobias on Twitter here and his website here



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