Vixology: Jim Carroll on the VIX and volatility complex with Tobias Carlisle on The Acquirers Podcast
Play • 49 min

Jim Carroll is Senior Vice President and Portfolio Manager at Toroso Advisors. He is a portfolio manager specializing in momentum and volatility strategies.   

Jim's firm:

Jim's twitter:


Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.

The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.

We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.











Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.

He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (, Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (, and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) ( He has extensive experience in investment management, business valuation, public comp

Value Hive Podcast
Value Hive Podcast
Brandon Beylo
ARK Enters The Bear Cave w/ Edwin Dorsey
The Value Hive Podcast is brought to you by TIKR. Join the free beta today at They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. This week I chat with Edwin Dorsey, founder, and author of The Bear Cave. The Bear Cave is a short-focused newsletter dedicated to finding interesting companies doing sketchy things. Edwin began his obsession with the stock market in the second grade. As we discuss in the podcast, Edwin was born to be a short seller.  Our chat covers a few key topics around short-selling, including:  * What Makes A Great Short Idea (Hint: it's not "astronomical valuation") * The Importance of Shorting in Capital Markets * ETF Mechanics & The Impact of Front-Running Redemptions The bulk of the podcast focuses on the current ARK ETF dynamics and the potential of a severe redemption event. Edwin does a fantastic job describing the inner mechanics of ETFs and why the same "rails" that drove ARK up the AUM ladder could bring them down in the blink of an eye.  Here's the timestamp:  * [1:20] Is A Short Seller Born or Made?  * [4:10] What Makes A Great Short Idea?  * [8:00] Root Insurance $ROOT * [17:05] Interning at SEC Enforcement Division * [20:23] ARK Enters The Bear Cave * [35:12] What Makes 2021 Different Than The 2020 Flash Crash?  * [44:57] Vuzix Corp $VUZI * [58:04] Future of Bear Cave Newsletter * [61:00] Closing Questions If you like what you heard and you want to learn more about Edwin, check out these resources:  * Bear Cave Newsletter * Edwin Dorsey Twitter
1 hr 17 min
Top Traders Unplugged
Top Traders Unplugged
Niels Kaastrup-Larsen
129 Systematic Investor Series ft Mark Rzepczynski – March 1st, 2021
We’re joined today by Mark Rzepczynski to discuss the return of the Gamestop short-squeeze, Trend Following in a high interest-rate environment, the future of AI & machine learning in trading models, the case for including short positions in a portfolio, how to spot a commodity ‘super-cycle’, the different factors driving markets higher, why good news can often be bad news for markets, retail investors opening trades on the wrong ticker symbols, and why Trend Following tends to do better on the long-side. You can find Mark’s latest writings here. If you would like to leave us a voicemail to play on the show, you can do so here. Check out our Global Macro series here. Learn more about the Trend Barometer here. IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book "The Many Flavors of Trend Following" here. Send your questions to Follow Niels & Mark on Twitter: @TopTradersLive  & @MRzepczynski And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast. Top Traders Unplugged wins award for ‘Best Trading Podcast’ and features among the ‘Top 20 Best Investing Podcasts in 2020’ by The Investors Podcast 🏆 Episode Summary 0:00 - Intro 1:46 - Macro recap from Niels 5:18 - Weekly review of returns 1:04:48 - Q1 & Q2; Plamen: Is there an official organisation that studies & publishes data about the CTA industry? Can you speak about the research process you follow and how you generate trade ideas? 1:10:49 - Performance recap 1:12:25 - Recommended listening or reading this week: Howard Marks' latest memo 1:14:34 - Announcement: Special episode next week featuring both Jerry Parker & Rob Carver Subscribe on:
1 hr 16 min
The Contrarian Investor Podcast
The Contrarian Investor Podcast
Nathaniel E. Baker
Contrarian Stock Picks in Health Care, Tech, Travel
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning around 7:00 a.m. eastern time. "Ze Contrarian," a well-known and well-followed fintwit investor (Twitter handle: @ZeContrarian7) joins the podcast to discuss his investment philosophy and provide several stock picks for listeners. A few segments of this episode contain adult language. Listener discretion is advised. Content Segments (Spotify users can click on the timestamp to link to the segment directly) * Investment philosophy and view of the markets: it's a brave new world with promoters on social media and elsewhere moving stocks (3:00); * Where are the opportunities right now? Things move quickly, but biotechnology and companies that are part of the "great reopening" are two fertile areas (9:17); * First idea: Odonate Therapeutics (NASDAQ: ODT) (15:33); * Second idea: MediWound (NASDAQ: MDWD) (18:41); * Third idea: Farfetch (NYSE: FTCH) (23:33); * Fourth idea: Hostelworld Group (PINK: HSWLF). "There's no better example for a contrarian investment than this stock." (28:17); * Brief discussion of hostels, where the host unwittingly reveals just how much of a boomer he really is (34:56); * Background on the guest (45:26) * The contrarian indicator that allowed him to get out of the market ahead of the COVID meltdown last February (50:55); * How does he find opportunities? It's all about building a network (54:37); * How to produce income? BDCs, or business development companies. Current favorite: Golub Capital (NASDAQ: GBDC) (59:32); * The coming boom in long-term travel and remote work and why it bodes well for the hotel industry (1:05:46); * The potential of Mexico (1:08:19). Additional Material * Hostelworld investment thesis via Twitter; Not intended as investment advice.
1 hr 14 min
Alpha Trader
Alpha Trader
Seeking Alpha
Talking interest rates and volatility - Steve Sosnick joins Alpha Trader
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Steve Sosnick, chief strategist at Interactive Brokers. The biggest issue on many market-watchers’ attention right now is the rise in long-term interest rates, which last week sped up to a gallop. Keeping it simple, Sosnick says to pay attention to the Fed, which has tied its extraordinary accommodation to the return of a combination of full employment and inflation. In normal times, the move higher in the 10-year yield - only a large handful of basis points at the moment - might not merit a mention, but the problem now, says Sosnick, is the stretched valuations on everything from stocks to commodities to bitcoin. As with his previous appearance on Alpha Trader, Sosnick is keeping a close eye on volatility. Headed into last week, he noticed the VIX futures curve as quite steep, wondered what traders were so nervous about, and suggested a sell signal was at hand. While the curve has flattened a bit, it's not to the point where Sosnick believes markets are out of the woods. One risk not many are focused on: April 15. Sosnick notes there are a lot of new entrants into markets, many of whom made big gains last year, and might find themselves with an unexpectedly large tax bill. There’s plenty more, including why elevated volatility (and hence higher options prices) isn’t going away, and Sosnick’s view on Bitcoin. Listen to or subscribe to Alpha Trader on these podcast platforms: Apple Podcasts Spotify Google Play Stitcher Learn more about your ad choices. Visit
46 min
The Derivative
The Derivative
RCM Alternatives
The VOLvengers: Wayne Himelsein (Iron Man) & Mike Green (Captain America)
We’re bringing out the cake & ice cream for this pod because it’s The Derivative’s 1 year anniversary! If you’ve been with us since the beginning – you may fondly remember our inaugural episode The Human Behind The Hedge Fund with Wayne Himelsein. So, in today’s episode, we brought back Wayne, President and Chief Investment Officer at Logica Capital Advisers, and as a special anniversary bonus – his business partner Michael Green, Chief Strategist at Logica.  We’re talking with Mike and Wayne about running a hedge fund and helping clients through the trials and tribulations of 2020, the “two star” problem, Twitter fitting into the business model, straddling volatile calls, inception of the Iron Man (Wayne) and Captain America (Mike)partnership, dynamic of the macro overlay logic, value vs momentum, staying power of the Wall Street Bets model, COVID due diligence, and failure not being part of the Logica vocabulary. Chapters: 00:00-02:25 = Intro 02:26-22:44 = One Year Anniversary! 22:45-39:35 = Value vs Momentum – when the system needs to breathe / Noise Traders 39:36-50:45 = The Tony Stark/ Captain America Dynamic  50:46-58:58 = The Two-Star Problem 58:59-01:09:05 = Hard-Hitting Tweets 01:09:06-01:21:04 = Favorites Follow along with Mike (@profplum99)and Wayne (@WayneHimelsein) on Twitter and check out the Logica Capital Advisers website. Check out our past episode with Wayne here; and our past episode with Mike here.  And last but not least, don't forget to subscribe to The Derivative, and follow us on Twitter, or LinkedIn, and Facebook, and sign-up for our blog digest. Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit
1 hr 21 min
Resolve's Gestalt University
Resolve's Gestalt University
ReSolve Asset Management
ReSolve Riffs with Eric Balchunas: Crypto, Active ETFs, ARK Insanity, and the Beta Vortex
This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. Almost three decades since the very first launch, Exchange Traded Funds (ETFs) have grown to a multi-trillion-dollar segment of the market, with more than seven thousand spread across the world. The US market is home to approximately 30 percent of them, spanning the passive/index-tracking, actively managed and thematic categories, not to mention a handful of more exoteric niches. We drew on the expertise of our friend Eric Balchunas (Senior ETF Analyst at Bloomberg) for an update on the current state of the ETF. We discussed: * The hottest tickets in town – the ARK family and Cathie Wood * Soap opera drama – why haven’t crypto ETFs been allowed yet * Why thematic ETFs are actually a closet-momentum play * Value as the most intuitive factor – emulating Graham’s ‘Intelligent investor’ * The Beta Vortex, how passive distorts price discovery * Biases and the narrowing gap between institutional and retail investors * The answer to 99 out of 100 questions in markets – blame it on the Fed Eric also gave us the breakdown in AUM for each segment of the market, as well as his estimate for the current size of the entire passive investment complex. This was a wide-ranging and very entertaining conversation, with great input from the audience (especially from our friends Brian Portnoy and Dave Nadig – thanks guys), and we also learned there is such a thing as “conversational alpha”. Thank you for watching and listening. See you next week.
1 hr 52 min
The 7investing Podcast
The 7investing Podcast
Investing in Today's Market with Bill Brewster
The investment world is experiencing a unique cultural moment. Between the frictionless brokerage experience Robinhood offers, the rise of TikTok showcasing 30-second videos of questionable investment advice, and Reddit channels uniting thousands of individual investors at once, investing has never been more accessible to so many. But are the lessons that new investors are taking away from these experiences good? Joining 7investing founder Simon Erickson and lead advisor Matthew Cochrane to discuss these phenomena is returning guest Bill Brewster, the podcaster extraordinaire who serves as the host of The Business Brew and a co-host of the Value: After Hours. The three first look at Robinhood, the popular brokerage app used by so many new investors. Yes, a brokerage company’s main duty is to act as a middleman that connects buyers and sellers of stocks, bonds, and other assets. But beyond facilitating trades, the three co-hosts discuss several areas where Robinhood seemingly falls far short of ideal: * Cochrane points out that Robinhood does not support Roth or traditional IRAs, two types of retirement accounts that feature extremely beneficial characteristics to American investors. * Erickson takes aim at how the brokerage makes money, through the controversial practice of taking payments for order flows. * Brewster highlights Robinhood's lack of customer support, telling a powerful personal story that drives the point home. The three also discuss the Gamestop (NYSE:GME) saga and the driving forces behind it. They wrap up the conversation addressing Michael Burry's recent tweets on inflation, including how investors can best position their portfolios to prepare for it. --- Send in a voice message:
54 min
More episodes
Clear search
Close search
Google apps
Main menu