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Fed Up: Colin Lancaster on macro and central banks with Tobias Carlisle on The Acquirers Podcast 

The Acquirers Podcast
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COLIN LANCASTER, the author of FED UP!, is a 25-year Wall Street professional who has managed investment operations in London, New York, Hong Kong, Singapore, Chicago, and San Francisco. He has run two of the highest profile global macro businesses for top-performing hedge funds working directly with Ken Griffin at Citadel and Dmitry Balyasny at Balyasny Asset Management. For many years, Lancaster’s monthly newsletter -Views from the Desk - was a must-read among Wall Street insiders and the largest allocators in the world.
Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader amzn.to/3fsJ16g
Twitter: / colinlancaster
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast in March 2019 to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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Twitter: / greenbackd
LinkedIn: / tobycarlisle
Facebook: / tobiascarlisle
Instagram: / tobias_carlisle
ABOUT TOBIAS CARLISLE
Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.
He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
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).

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22 окт 2024

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@macfin4862
@macfin4862 3 года назад
I'd been under the impression the global gold supply increased by roughly 2% a year. Id often wondered if the 2% was an attempt to mirror that.
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