Los mejores podcasts de Tobias Roche (2024)

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Ian Cassel: Successful Microcap Investing 51:16

13d ago51:16

51:16

Ian Cassel has been investing in microcaps for the last two decades. He is a full time private investor. He also runs Microcap Club, where microcap investors share interesting ideas. Links * Microcap Club: https://microcapclub.com/ * Intelligent Fanatics Capital: https://if.capital/ * Ian’s Twitter feed: https://x.com/iancassel Disclaimer Nothing o…

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Ep 20: Robert Almonte - Policing Border Challenges and Combating Cartels 1:13:24

13d ago1:13:24

1:13:24

This episode we welcome the esteemed Robert Almonte, a veteran with decades under his belt and a wealth of experience to share. From his beginnings at the El Paso Police Department to his impactful tenure as the U.S. Marshal for the Western District of Texas, Robert offers a riveting exploration of the highs and lows of a career dedicated to commun…

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Zach Abraham - Know Your Risk 1:09:13

20d ago1:09:13

1:09:13

Zach Abraham is the Chief Investment officer at Bulwark Capital and he’s the host of Know Your Risk radio, which has a lot of interesting guests & content. This is a discussion about Zach’s experiences in the industry, his views on the broader market. We also extensively discuss Boeing. Zach was early in identifying the troubles at Boeing in 2019. …

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Ep 19: Leon Ives - Counterintelligence, Cartels, and Child Safety Insights 1:02:14

21d ago1:02:14

1:02:14

Join us for a captivating conversation with Leon Ives, who brings an extraordinary wealth of experience from his days as a U.S. Army military policeman to his intricate work with U.S. Customs. Leon’s journey through the world of counterintelligence and international drug trafficking investigations offers a rare glimpse into the life of a law enforc…

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The Little Book That Builds Wealth 1:02:10

27d ago1:02:10

1:02:10

Matt Cochrane returns to the podcast! We have been doing a bunch of episodes where we re-read investing classics and talk about them. So far, we’ve revisited “Beating the Street” by Peter Lynch and “Common Stocks and Uncommon Profits” by Phil Fisher. Today, we’re going to talk about “The Little Book That Builds Wealth” by Pat Dorsey. Pat Dorsey was…

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Ep 18: Billy Dekle - Navigating Danger and Redemption 2:00:57

28d ago2:00:57

2:00:57

Billy Dekle, famously known as Gringo Billy, takes us on an exhilarating and heart-wrenching ride through his life, from a humble farm boy to an infamous drug smuggler and now an author. In this episode, Billy reveals his journey, recounting his early years in Union County, his passionate pursuit of flying, and the moral dilemmas he faced when he f…

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Tobias Carlisle: Part 3 1:02:27

1M ago1:02:27

1:02:27

Tobias Carlisle returns to the podcast! This was recorded on 8/1/24 and we discuss the rotation into value that occurred in July, along with many other topics. Tobias has written some of my favorite books about investing, which I highly recommend you check out: * Quantitative Value * Deep Value * Concentrated Investing * The Acquirer’s Multiple He …

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Ep 17 - Ken Cates: Border Skies and Smuggling Takedowns 1:29:31

1M ago1:29:31

1:29:31

In this episode we learn how someone with aspirations of becoming a high school history teacher from Mesquite, Texas ended up chasing drug smugglers in the skies over the U.S.-Mexico border? Veteran federal agent Ken Cates shares his extraordinary journey from aspiring educator to DEA and ATF operative, revealing the twists of fate that led him to …

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Two Half Pints Podcast 1:04:27

1M ago1:04:27

1:04:27

Hi everyone. Great news! A new series of The Comfortable Spot podcast is coming soon but in the meantime, have a listen to a recent episode of my latest podcast production called Two half Pints. I'm joined by my friend Brian Milne as we we untangle the heart of politics, society, and human behaviour with thoughtful one-on-one discussions, exploring…

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Lawrence Hamtil & Douglas Ott: Investment Prospects for the Southern United States 46:58

1M ago46:58

46:58

This episodes features a discussion with Lawrence Hamtil and Douglas Ott. Lawrence is a partner and portfolio manager at Fortune Financial, and Douglas is the founder and chief investment officer at Andvari Associates. I’ve had Lawrence on the podcast before and I encourage you to check out that podcast, where we talked about a wide variety of topi…

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Ep 16: Bob Starkman - From Narcotics Agent to Basketball Mentor 1:09:57

1M ago1:09:57

1:09:57

Join us on Justice Then Justice Now as we bring you the captivating life of Robert Starkman. Bob takes us through his early career in a maximum-security prison, his dogged determination during the 1980s narcotics crisis, and his unforgettable encounters with notable figures like Joseph Pistone, a.k.a. Donnie Brasco. His stories aren’t just thrillin…

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Solo Q&A Podcast - Booze Stocks, Key Quant Metrics, Taxing Unrealized Profits 46:59

2M ago46:59

46:59

This is a solo Q&A podcast where I answer questions I’ve received on Twitter and via email. Topics covered: * The temptation to enter the casino. * Ethics of investing in alcohol stocks. * Key metrics when evaluating a stock. * Emerging markets. * The unrealized profit tax. * Merits of running multiple strategies. * Gold as an international asset c…

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Ep 15: Mariel Colon - Defending the Notorious and Pursuing Musical Dreams 59:41

2M ago59:41

59:41

In this episode, we sit down with Mariel Colon, a New York-based attorney who has represented clients like Joaquín "El Chapo" Guzmán and Jeffrey Epstein. Mariel opens up about her unique journey from aspiring to work in entertainment law to becoming a prominent figure in criminal defense, sharing the unexpected challenges and invaluable lessons lea…

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Tim Travis: Deep Value, Options, and Distressed Investing 50:13

2M ago50:13

50:13

Tim Travis is a deep value investor and the CEO of T&T Capital management. His investing style incorporates options and distressed investing along with value investing to generate income and reduce risk. Links * T&T Value Investing: https://www.ttvalueinvesting.com/ Disclaimer Nothing on this podcast is investment advice.The information in this pod…

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Ep 14: Diane Matuszak - From Playboy Bunny to NYPD Detective 1:13:50

2M ago1:13:50

1:13:50

Imagine starting your career as a Playboy Bunny only to find yourself years later as a detective in the NYPD. That's the incredible journey of our guest, Ms. Diane Matuszak. She shares with us her early days in Wisconsin, her unyielding love for New York City, and the pivotal moment that directed her towards a life in law enforcement. Diane’s recol…

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Cullen Roche: Macro Musings, Part 2 59:34

2M ago59:34

59:34

Cullen Roche returns to the podcast! He is the chief investment officer at Discipline Funds, which focuses on low fee, systematic, index based investing. He is a returning guest to the podcast and I encourage you to check out our first episode from last year. Cullen is a prolific investing blogger where he discusses macroeconomics and the banking s…

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Ep 13: Dave Gaddis - Battling Drug Cartels and Navigating Undercover Operations 1:21:14

2M ago1:21:14

1:21:14

Curious about what it takes to bring down major drug cartels? Join us for an eye-opening conversation with Dave Gaddis, a retired DEA agent whose career spans some of the most intense eras and locations in narcotics enforcement. From his early days inspired by his Green Beret father, to overcoming vision-related hurdles that led him to the DEA, Dav…

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Tim Melvin: 40 Years of Deep Value Investing, Small Bank Investing, and much more. 1:33:08

2M ago1:33:08

1:33:08

Tim Melvin has worked in the financial industry for 40 years as a stockbroker, advisor, and portfolio manager. He has extensive experience with deep value investing and specializes in small banks. He is a prolific financial writer and has helped write great investing books, such as the Little Book of Value Investing. His substack is also a fantasti…

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Ep 12: Dickie Lynn - Smuggling, Survival, and Redemption 1:03:15

2M ago1:03:15

1:03:15

Experience the story of Richard "Dickie" Lynn, a man whose life journey took him from the serene shores of Michigan to the high-stakes world of marijuana smuggling in Key Largo. Listen as Dickie recounts his early years, the pivotal moment when his family moved south due to his father's health, and the havoc wreaked by Hurricane Donna. Discover how…

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Adam Mead: The History of Berkshire Hathaway 1:01:01

3M ago1:01:01

1:01:01

Today I am interviewing Adam Mead, the CEO of Mead Capital Management, a New Hampshire based Registered Investment Advisor. He is a prolific writer, writing the Watchlist Investing newsletter, and he has written “The Complete Financial History of Berkshire Hathaway” This discussion focuses mostly on Adam’s work chronicling the history of Berkshire …

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Ep 11: Sam Weitz - Sanctuary Cities from a Homeland Security Perspective 1:37:16

3M ago1:37:16

1:37:16

This week on Justice Then, Justice Now, we are honored to welcome Sam Weitz, who's journey from Atlantic City to becoming a federal agent is nothing short of inspiring. From a pivotal connection with a local mayor that kickstarted his career at just 20 years old to navigating complex state laws and networking, Sam's story is informative and enterta…

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Phil Fisher: Common Stocks & Uncommon Profits 53:44

3M ago53:44

53:44

Matt Cochrane and I revisited Common Stocks & Uncommon Profits and discussed it in depth. I hope you enjoy the discussion. The book is an investing classic and Warren Buffett credits the book for changing his views towards more of a quality orientation. Links: * Common Stocks & Uncommon Profits: https://www.amazon.com/Common-Stocks-Uncommon-Profits…

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Ep 10: Ruben Gonzalez - The Undercover Fight Against Human Trafficking 1:02:33

3M ago1:02:33

1:02:33

Join us on this captivating journey with Ruben Gonzalez, a former senior special agent with US Customs, as he unveils the thrilling and often perilous world of undercover law enforcement. Discover how Ruben’s childhood in a Puerto Rican family in Wisconsin and his early exposure to law enforcement in Florida shaped his extraordinary career. From be…

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Solo Podcast: The Small Cap Value Rally, Backtesting Strategies, Managed Futures 31:12

3M ago31:12

31:12

This week’s episode is a solo podcast. I sourced these questions via email and Twitter. Topics discussed: * The small cap value rally. * The role of managed futures in a portfolio. * If fundamental investing still works. * Backtesting rules of thumb. Disclaimer Nothing on this podcast is investment advice.The information in this podcast is for info…

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Ep 9: Ralph Friedman - Policing Fort Apache and Beyond 1:15:01

3M ago1:15:01

1:15:01

Join us as we sit down with retired NYPD Detective Ralph Friedman, who shares his extraordinary journey from an unplanned entry into law enforcement to becoming a legendary figure with over 2,000 arrests. Through vivid stories of camaraderie and peril in the 41 precinct, known as Fort Apache, Ralph paints a raw portrait of what it was like to serve…

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Michael Fritzell: Asian Century Stocks, Part 2 46:35

3M ago46:35

46:35

Michael Fritzell returns to the podcast. I highly recommend our first episode from a year ago where we discussed his approach to investing. Michael lives in Singapore and writes the “Asian Century Stocks” substacks where he profiles companies throughout Asia from a value investing perspective. Companies discussed: * Sony * Casio * Best Mart * IMAX …

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Ep 8: Vanessa Rojas - Healing In Prison Through Therapy and Mentorship 1:19:10

3M ago1:19:10

1:19:10

Join us in this powerful episode as we sit down with Vanessa Rojas, Evelyn Bazon-Pappa, and Damaris Ramos Hernandez, to explore their extraordinary journeys from the depths of federal incarceration to becoming beacons of hope and mentors for others. Vanessa's heartbreaking story of childhood trauma, addiction, and the struggles of single motherhood…

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Compounding Quality 50:55

3M ago50:55

50:55

This episode is with Compounding Quality. He is a former hedge fund analyst and he has a very popular substack where he shares his philosophy of quality investing. He has written an excellent book, called: The Art of Quality Investing: How to invest in the best companies in the world Links: * Compounding Quality Twitter feed: https://x.com/QCompoun…

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Ep 7: Herb Rutherford - Leadership, Law, and Legacy 59:49

4M ago59:49

59:49

Ever wondered what it takes to navigate the complex world of law enforcement and organized crime? Join us as we sit down with Herb Rutherford, a highly respected figure in the U.S. Marshal Service, whose career spans decades of impactful service. From his first memorable encounter with Chief Deputy Toby Roche during the notorious Licavoli trial in …

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Alex Morris: The Science of Hitting, Part 2 57:00

4M ago57:00

57:00

Alex Morris returns to the podcast. I encourage you to listen to our first episode from a year ago where we discussed his investment philosophy and several of his holdings. Alex runs a Buffett-style concentrated portfolio where he buys high quality companies and holds for the long run. His returns have been very impressive in the past couple years,…

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Ep 6: Pete Thron (Part Two) - Imprisoned NYPD Officer Turned Author 1:33:02

4M ago1:33:02

1:33:02

In this gripping episode, Pete Thron takes us on an unforgettable journey as he recounts the harrowing conclusion of his court case, his time behind bars, and his path to redemption. From the biased sentencing that shattered his life to the mental and physical struggles of surviving prison, Pete's story is a testament to the resilience of the human…

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Ep 5: Pete Thron (Part One) - Undercover NYPD Officer Faces Wrongful Conviction 1:28:17

4M ago1:28:17

1:28:17

Prepare to be captivated by the extraordinary life of Pete Thron, a former police officer and acclaimed author, as he takes us through his compelling journey from the streets of Harlem to the literary world. Growing up in a strict Sicilian family in Merrick, Long Island, and facing early life challenges, Pete's pursuit of justice and passion for la…

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Paul Gabrail: Everything Money 59:41

4M ago59:41

59:41

Paul Gabrail operates the Everything Money YouTube channel and website. The channel covers a wide variety of investment strategies, but focuses on value investing concepts. Paul has been investing via his Family office, the Crossroads Group, investing in everything from stocks to private businesses to real estate. Links: * Everything Money: https:/…

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Ep 4: John Murray - From Surveillance Innovation to the NHL 1:36:37

4M ago1:36:37

1:36:37

Join us for an unforgettable ride through the career of John Murray, a retired NYPD officer and US Customs agent, whose captivating tales from the frontline of law enforcement will leave you informed and entertained. From patrolling Manhattan's Chelsea district to navigating the intricate world of illegal gambling at the Aqueduct racetrack, John's …

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Kyla Scanlon: In This Economy? 51:53

4M ago51:53

51:53

Kyla is a prolific financial writer with a focus on analyzing the economy. She makes short form videos, long form videos, podcasts, articles and now she’s written a great book – In This Economy? She grounds her analysis of the economy in a relatable way and makes complex economic topics clearer to understand. Links * Kyla’s main website: https://ky…

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Ep 3: Amy Povah - Crusade for Prison Reform 59:54

4M ago59:54

59:54

What would you do if faced with a 24-year prison sentence for a crime you didn't fully understand? This episode features the extraordinary Amy Povah, an advocate in prison and marijuana reform, and founder of the Can-Do Foundation. Her story begins Dallas and Arkansas, weaving through a complicated legal journey involving MDMA that dramatically cha…

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Left Field Investing 39:14

5M ago39:14

39:14

Today’s conversation is with Left Field Investing. He is an anonymous substack writer with a military and engineering background. His blog is appropriately named as he seeks out truly left field ideas in industries such as private prisons and toenail fungus pharmaceutical stocks. Links: * Twitter: https://twitter.com/LeftField_FHRS * Left Field Inv…

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Ep 2: Paul Pelletier - Revolutionizing Law Enforcement in Miami 56:26

5M ago56:26

56:26

What if a single courtroom strategy could turn the tide in the war against drug trafficking? In this riveting episode, we sit down with Paul Pelletier, an esteemed attorney who transformed the legal landscape of Miami in the 1980s. From his early days juggling college and police work to becoming a pivotal federal prosecutor, Paul's story is a testa…

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Tyler Moody: The Enterprising Investor 53:48

5M ago53:48

53:48

Tyler Moody is an electrical engineer and DIY investor. He is an active stock picking value investor. He was inspired by Warren Buffett’s letters and began blogging about his investing process a few years ago. His blog is transparent into his portfolio, providing rationale for buy and sell decisions. His results have been very impressive. He achiev…

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Ep 1: Evelyn Bozon Pappa - From Life Sentence to Freedom 36:52

5M ago36:52

36:52

Can personal decisions transform your life, even when faced with the harshest penalties? Join us in “Justice Then, Justice Now” as we, Tobias Roche and Evelyn Bozon Pappa, navigate through our 30-year journey in the criminal justice system. This episode unfolds with Evelyn sharing her profound story of spending 26 years in prison, emphasizing the p…

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Ben Sparham 53:41

5M ago53:41

53:41

Ben Sparham is a DIY British Investor. He writes the QV Capital newsletter where he writes about a macroeconomics and individual stocks. For his stock portfolio, he is focused on moaty high quality names and we discuss a few of them. Links: * Twitter: https://x.com/bensparham_ * Substack: Disclaimer Nothing on this substack is investment advice.The…

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Edwin Dorsey: The Bear Cave, Part 2 55:00

5M ago55:00

55:00

Edwin Dorsey started the Bear Cave substack account in 2020 when he was still in college at Stanford. The Bear Cave features excellent analysis of potential short candidates. Edwin performs deep dives into troubled companies. This is our second conversation. I highly recommend that you also check out our first one! In this conversation, we dig righ…

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The Mikro Cap: Global Micro Cap Investing 42:11

6M ago42:11

42:11

Mikro Cap David is a talented substack writer & investor. He is based in Croatia. He casts a wide net and looks for attractively priced micro cap stocks anywhere in the world. He also has interesting views on some large cap stocks. Links * David’s Twitter feed: https://twitter.com/david_katunaric * David’s substack: Disclaimer Nothing on this podca…

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John Huber: Base Hit Investing 47:39

6M ago47:39

47:39

John Huber is the managing partner of Saber Capital Management. Saber is modeled after the original Buffett partnership fee structure. Saber’s investment philosophy is that the best returns come from the best businesses. He is also a prolific value investing blogger and has put out some truly fascinating thought provoking content. Links * John’s Tw…

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Frank Vasquez: Risk Parity Investing Part 2 1:40:57

6M ago1:40:57

1:40:57

Frank Vasquez is a financially independent retired lawyer who hosts a great podcast, Risk Parity Radio, where he talks about risk parity investing concepts from the perspective of DIY investors. This is our second conversation. I highly recommend that you also check out our first one. This is a very wide ranging discussion. Links * Frank’s Risk Par…

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The Snowball: Warren Buffett and the Business of Life 1:25:33

6M ago1:25:33

1:25:33

This is a long discussion between myself and Nelson – the Canadian Dividend Investor – about The Snowball: Warren Buffett and the Business of Life by Alice Schroeder. There are really two definitive books about Warren Buffett – this one and Buffett: The Making of An American Capitalist by Roger Lowenstein. Lowenstein’s book is excellent, but he wro…

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Gautam Baid: The Making of a Value Investor 55:40

7M ago55:40

55:40

Gautam Baid is a CFA and is currently the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. The fund is modeled after the original Buffett Partnership fee structure and invests in listed Indian equities with a long-term, fundamental, and value-orient…

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Solo Episode: Paypal, Recession Fears, Paying Off Debt, and more 31:06

7M ago31:06

31:06

Today’s episode is a Q&A podcast where I answer questions that I’ve gathered via Twitter and emails. If you have a question that you would like me to address, reach out to me at valuestockgeek@substack.com Topics covered: * The Passive Bubble * Catching up with retirement savings in your 40’s * PayPal * Recession Concerns * Tracking Total Performan…

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Ryan Telford: Quantitative Microcap Investing 53:28

7M ago53:28

53:28

Ryan Telford is an engineer and a DIY investor. He has a very quantitative approach geared towards microcaps. He has achieved a CAGR over the last 4 years of 37%. Links * Ryan’s Seeking Alpha articles: https://seekingalpha.com/author/ryan-telford * Twitter Feed: https://twitter.com/RTelford_invest * Portfolio123 profile: https://community.portfolio…

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The Comfortable Spot with Steven Xiao 50:15

7M ago50:15

50:15

Today my guest is photographer Steven Xiao. Steven is based in San Francisco and picked up photography during the pandemic as a way of getting some fresh air. Steven was a finalist for fine art at the Creative Awards at the Siena International Photo Awards, in the professional category. His work has been published in Dodho Magazine, a professional …

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