DiscoverThe Acquirers PodcastValue After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed
Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed

Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed

Update: 2023-05-011
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Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ 


Campbell R. Harvey is Professor of Finance at the Fuqua School of Business, Duke University and a Research Associate of the National Bureau of Economic Research in Cambridge, Massachusetts
Twitter: @camharvey


About Jake: Journalytic


Jake is a partner at Farnam Street: http://farnam-street.com/vah


Jake's podcast: https://twitter.com/5_GQs


Jake's Twitter: https://twitter.com/farnamjake1


Jake's book: The Rebel Allocator https://amzn.to/2sgip3l


About Bill: Bill runs Sullimar Capital Group, a family investment firm.


Bill's website: https://sullimarcapital.group/


Bill's Twitter: @BillBrewsterSCG


ABOUT THE PODCAST


Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of 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.


SEE LATEST EPISODES


https://acquirersmultiple.com/podcast/


SEE OUR FREE DEEP VALUE STOCK SCREENER


https://acquirersmultiple.com/screener/


FOLLOW TOBIAS


Website: https://acquirersmultiple.com/


Firm: https://acquirersfunds.com/


Twitter: https://twitter.com/Greenbackd


LinkedIn: https://www.linkedin.com/in/tobycarlisle


Facebook: https://www.facebook.com/tobiascarlisle


Instagram: https://www.instagram.com/tobias_carlisle


ABOUT TOBIAS CARLISLE


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) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.


Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.

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Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed

Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed

Tobias Carlisle