MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle

This Millennial Investing Podcast episode features an interview with value investor Tobias Carlisle. The conversation covers Carlisle's journey into value investing, influenced by Warren Buffett and Benjamin Graham, and his investment strategies, emphasizing mean reversion and the Shiller PE ratio as contextual indicators. He discusses his two funds, Acquirers Fund (ZIG) and Acquirers Deep Value Fund (DEEP), detailing his focus on undervalued, high-quality businesses with strong balance sheets and management actively repurchasing stock. Carlisle also shares his perspective on inflation's impact, suggesting that while unpredictable, it generally favors value investing. Listeners gain insights into value investing principles and practical approaches to portfolio construction.