Episode 31: ETFs, Deep Value and Lessons From Podcasting w/ Tobias Carlisle, Acquirer's Funds

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive.We're stoked to bring you this week's guest: Tobias Carlisle. Tobias is a Renaissance man in the investing community. He's written four books, captains two podcasts and runs two ETFs. Along with that he's a husband and a father to a beautiful family.Tobias is usually on the other end of these interviews.We chat about ETFs, daily routines, Berkshire Hathaway, asking better questions and more!Here's the show outline:

• [2:12] Tobias' Daily Routine
• [4:01] The ZIG ETF
• [9:21] Accounting For Negative FCF
• [13:06] Trusting The Process During Uncertainty
• [16:02] Hertz $HTZ
• [18:22] CNBC and Buying Mentality
• [22:07] Randomness in Investing
• [24:05] Why Tobi Started an ETF
• [31:19] That Time Tobi Toured Google
• [39:35] Don't Watch The Market
• [40:31] What is Tobias' Edge?
• [45:41] Developing a Mental Edge
• [50:28] Tobi's Mt. Rushmore of Podcast Guests
• [54:40] The Trouble w/ Paying For Growth
• [59:51] Closing Questions

If you want to check out Tobi's book, click the links below:

• Deep Value
• The Acquirer's Multiple
• Concentrated Investing
• Quantitative Value

Also, check out Tobias on Twitter (here) and his website (here).