My friend Tobias Carlisle of the Acquirer’s Multiple invited me onto his podcast the other day to talk about momentum, value, owning individual stocks, portfolio construction and a lot more. He also recorded the interview as a video conversation, which you can watch below. Tobias is super-smart so it was a pleasure having a chance to discuss my views with him. I hope you like it!
You can download the podcast to your preferred listening app here: