Value After Hours S06 E09: Economist Jonathan Treussard on risk management, Black Swans and MBS
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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 acquirersmultiple.com/podcast
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Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.
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Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
Пікірлер: 10
Thanks gents. Would love for you to have him back as a guest.
Get well soon JT!
Great interview.
I'm conflicted on his bitcoin perspective; on the one hand i can see where he's coming from; but then i have to compare his view to that of Saylor, whoi's incredibly intelligent and contiues to buy at 68k because he fundamentally understands the technology and mechanics of bitcoin. It's like saking anyone to predict the future of the internet in 1995; bitcoin is a new paradigm and i think he's using the old paradigm to assess its value.
Time to hedge
@crohmer
4 ай бұрын
no thx
Any risk manager that hasn't bought bitcoin at much lower prices is not worth listening to. There is a clear asymmetric bet to a world reserve asset with no debt and true scarcity in a world of central bank manipulation, debt and money printing.
Yeah this guy respectfully hasn’t done enough analysis too have an opinion of bitcoin. Bull or bear
@conor7493
4 ай бұрын
Agreed. He starts with "what is this thing?" and then continues to say it doesn't work without a deep understanding of it.
@insiderich7372
3 ай бұрын
@@conor7493what is its value? Apart from limited in quantity? Metals like gold are also limited for that matter, and hence hold value...just like overpriced art peieces are used by wealthy people to park wealth, and has value because wealthy people agree that its valuable..atleast art is claimed to have aesthetic value, just like gold....asking honestly.