Episode 37: Acquirer Funds’ Tobias Carlisle Tobias Carlisle is a deep value investor and founder of Acquirers Funds. He is author of the best-selling books ‘The Acquirer’s Multiple’, ‘Deep Value‘, ‘Concentrated Investing’ and ‘Quantitative Value’. Tobias has extensive experience in activist investment, company valuation, public company corporate governance, and mergers and acquisitions law. He has also worked as an analyst at […] Read More
Episode 30: Pzena’s Rich Pzena Richard ‘Rich’ Pzena is the founder and Chief Investment Officer of Pzena Investment Management, a value-style investment firm. Unlike what some investors believe, technological disruption is not destroying value-style investing, but is creating opportunities for them, Rich says. This because history tells us that ultimately it is the incumbent that benefits from innovation, not ‘the […] Read More
Episode 11: Jack Gray Asset Allocation & Strategy In this podcast, MarketFox columnist Daniel Grioli speaks with Dr Jack Gray about the difficulty of explaining probabilities and the limitations of mathematics, Jack’s days at GMO and working with Jeremy Grantham; and finally artificial intelligence and robo-advice. Read More
Episode 10: Jason Zweig MarketFox Acclaimed business journalist and writer of the Wall Street Journal’s ‘Intelligent Investor’ column Jason Zweig speaks with MarketFox columnist Daniel Grioli about value investing in today’s world and tries his hand at answering the question: How would Benjamin Graham invest today? Short overview of content of podcast: 2:00 How did you get started in industry? […] Read More
Episode 5: GMO’s Jeremy Grantham Asset Allocation & Strategy, MarketFox In this frank interview, MarketFox columnist Daniel Grioli speaks with veteran investor Jeremy Grantham, founder of asset management firm GMO, about how he got into the investment industry, the possibilities of a melt-up and the impact of Trumponomics on Emerging Markets. Daniel Grioli: Today we have a very special guest on the i3 podcast. To […] Read More
