PODCAST EPISODES
MI241: The Acquirer’s Multiple Strategy w/ Tobias Carlisle
Rebecca Hotsko chats with Tobias Carlisle. In this episode, they discuss Warren Buffett’s strategy of “buying down wonderful companies at a fair price”(aka the Magic Formula), and how it has performed relative to the market, what the Acquirer's Multiple Investing strategy is, and how it has actually performed better than the Magic Formula, why enterprise value is more useful than market cap to value stocks, how mean reversion works, what companies and financial metrics typically exhibit mean reversion, the benefits of the Acquirer's multiple strategy vs Warren Buffett value investing strategy, how to implement this strategy and use the Acquirer's multiple stock screener, and so much more!
MI240: What to Expect from the Fed w/ Danielle DiMartino Booth
Rebecca Hotsko chats with Danielle DiMartino Booth. In this episode, they discuss how many more rate hikes Danielle expects from the Federal Reserve, her thoughts on if we will see sustained higher interest rates and inflation for longer, will the Fed step in to save markets if things get worse, does the Fed Put still exist, or is the Fed trying to break the put, Danielle’s outlook for the stock market, her advice on how to invest during this time, the biggest challenges she thinks Millennials face in today’s investing climate, an update on the housing sector, what’s going on in the auto sector, why are central banks accumulating record amounts of gold in Q3 2022, and so much more!






