Tobias Carlisle Full Interview

06/12/20 • 39 min

Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management

Zach is joined by Tobias Carlisle, founder and managing director of Acquirers Funds, LLC. The two discuss value investing in today’s market , Valuations, Zoom, FAANG stocks, Forward P/E on the S&P 500, Warren Buffet and the airline industry and much more. See omnystudio.com/listener for privacy information.

Previous Episode

June 13, 2020

Zach is joined by Brent Johnson, CEO of Santiago Capital. The two discuss the current economy and outlook along with Johnson’s Dollar Milkshake theory, DXY, ETFs, Emerging Markets and the move from a liquidity crisis to a solvency crisis. Zach also gives a market update and discusses valuations, debt, interest rates and economic activity. If you have a common stock/bond portfolio like 60/40 or 70/30 call and ask about Bulwark’s Bond Replacement Strategy. www.knowyourriskradio.com See omnystudio.com/listener for privacy information.

Next Episode

Know Your Risk Radio

Zach gives a market update, discusses valuations, Shopify, Tesla, Wirecard, debt bubble, interest rates and economic activity. If you have a common stock/bond portfolio like 60/40 or 70/30 call and ask about Bulwark’s Bond Replacement Strategy. www.knowyourriskradio.com See omnystudio.com/listener for privacy information.