Daniel Grioli's guest appearances

Daniel Grioli

[i3] Institutional Investment Podcast

Flirting with Models

The Acquirers Podcast

Tobias Carlisle

Corey Hoffstein

Benjamin Graham

Adam Butler

Vivek Viswanathan

Benn Eifert

Michael Green

Michael Hunstad

Charlie Munger

Andrew Walker

Perth Tolle

Neil Peart

Tom Morello

Gregory Zuckerman

John Huber

OwlTail

Daniel Grioli gives an allocator's view on what separates successful and unsuccessful investors and applying those lessons to his own investment management firm. Dan's website: guiscardcapital.com.au Dan's Twitter: https://twitter.com/market_fox ABOUT THE PODCAST 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. 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.

Daniel Grioli gives an allocator's view on what separates successful and unsuccessful investors and applying those lessons to his own investment management firm. Dan's website: <a href="https://t.co/iyKl2iY17D" rel="url noopener noreferrer nofollow" target="_blank">guiscardcapital.com.au</a> Dan's Twitter: <a href="https://twitter.com/market_fox" rel="nofollow" target="_blank">https://twitter.com/market_fox</a> ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called <a href="https://acquirersmultiple.com/podcast/" rel="nofollow" target="_blank">The Acquirers Podcast</a>.  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. SEE LATEST EPISODES <a href="https://acquirersmultiple.com/podcast/" rel="nofollow" target="_blank">https://acquirersmultiple.com/podcast/</a> SEE OUR FREE DEEP VALUE STOCK SCREENER <a href="https://acquirersmultiple.com/screener/" rel="nofollow" target="_blank">https://acquirersmultiple.com/screener/</a> FOLLOW TOBIAS Website: <a href="https://acquirersmultiple.com/" rel="nofollow" target="_blank">https://acquirersmultiple.com/</a> Firm: <a href="https://acquirersfunds.com/" rel="nofollow" target="_blank">https://acquirersfunds.com/</a> Twitter: <a href="https://twitter.com/Greenbackd" rel="nofollow" target="_blank">https://twitter.com/Greenbackd</a> LinkedIn: <a href="https://www.linkedin.com/in/tobycarlisle" rel="nofollow" target="_blank">https://www.linkedin.com/in/tobycarlisle</a> Facebook: <a href="https://www.facebook.com/tobiascarlisle" rel="nofollow" target="_blank">https://www.facebook.com/tobiascarlisle</a> Instagram: <a href="https://www.instagram.com/tobias_carlisle" rel="nofollow" target="_blank">https://www.instagram.com/tobias_carlisle</a> 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 <a href="https://amzn.to/2EJH18v" rel="nofollow" target="_blank">The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market</a>, the Amazon best-sellers <a href="https://amzn.to/2VwvAGF" rel="nofollow" target="_blank">Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014)</a> (<a href="https://amzn.to/2VwvAGF" rel="nofollow" target="_blank">https://amzn.to/2VwvAGF</a>), <a href="https://amzn.to/2SDDxrN" rel="nofollow" target="_blank">Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012)</a> (<a href="https://amzn.to/2SDDxrN" rel="nofollow" target="_blank">https://amzn.to/2SDDxrN</a>), and <a href="https://amzn.to/2SEEjVn" rel="nofollow" target="_blank">Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016)</a> (<a href="https://amzn.to/2SEEjVn" rel="nofollow" target="_blank">https://amzn.to/2SEEjVn</a>). 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.

Market Fox: Daniel Grioli talks about switching from allocator to manager to Tobias Carlisle on The Acquirers Podcast

My guest in this episode is Daniel Grioli.  Daniel cut his teeth in the industry at Deutsche Bank in London, where he was responsible for valuing structured equity and hedge fund of fund products targeted at continental Europe.  His timing of joining Deutsche, while perhaps somewhat unfortunate for him, proves fortunate for us as he retells a few war stories and lessons learned from the desk leading into 2008. During the crisis, Daniel found himself back in Australia working for a pension fund, where he made a career in manager evaluation, selection, and combination.  That makes Daniel somewhat unique among prior podcast guests, as he provides us some insight into the decision making of capital allocators on the other side of the table. The breadth of managers evaluated gave Daniel some unique insights that he shares with us around where he believes the limits of quantitative and discretionary management lie.  He also shares his framework for manager selection, which he calls Via Negativa.   Presently, Daniel is leveraging this experience to build what he calls a “best ideas” portfolio, exploiting 13F reporting data to create a high conviction equity portf   olio for his clients. Finally, we talk about the i3 podcast that Daniel hosts and some of the most interesting guests he has interviewed. Without further ado, my conversation with Daniel Grioli.

My guest in this episode is Daniel Grioli.  Daniel cut his teeth in the industry at Deutsche Bank in London, where he was responsible for valuing structured equity and hedge fund of fund products targeted at continental Europe.  His timing of joining Deutsche, while perhaps somewhat unfortunate for him, proves fortunate for us as he retells a few war stories and lessons learned from the desk leading into 2008. During the crisis, Daniel found himself back in Australia working for a pension fund, where he made a career in manager evaluation, selection, and combination.  That makes Daniel somewhat unique among prior podcast guests, as he provides us some insight into the decision making of capital allocators on the other side of the table. The breadth of managers evaluated gave Daniel some unique insights that he shares with us around where he believes the limits of quantitative and discretionary management lie.  He also shares his framework for manager selection, which he calls Via Negativa.   Presently, Daniel is leveraging this experience to build what he calls a “best ideas” portfolio, exploiting 13F reporting data to create a high conviction equity portf   olio for his clients. Finally, we talk about the i3 podcast that Daniel hosts and some of the most interesting guests he has interviewed. Without further ado, my conversation with Daniel Grioli.

Daniel Grioli - Thinking like a Fox (S2E1)

Daniel Grioli is the voice behind many of our podcasts, but he is also a professional investor and adviser himself. Having worked within Australian pension funds, in his last capacity as deputy CIO, Daniel understands the issues institutional investors are facing. In this podcast, [i3] Insights editor Wouter Klijn delves into these issues, not only from an investment point of view, but we also address organisational challenges and behavioural ones.Overview Daniel Grioli podcast:2:00 Who is the MarketFox?7:20 Do you still find psychology applicable in finance?11:00 Is swearing off emotions entirely a good idea?13:00 Emotions and decision making15:00 Institutional investors are far too focused on optimising17:00 Attributes of good investors.18:00 Self-awareness and group awareness21:00 Starting a business out of frustration25:00 Technology allowed me to start a business in a way I couldn’t 10 years ago26:00 Optimisers are very sensitive to the assumptions you put in, so you get the answer that you want.27:00 Too many marginal positions.31:00 Finding a clients edge. An example in the property market34:00 Risk appetite is context dependent37:00 Managing expectations40:00 Tips for investors in institutions and for entrepreneurs wanting to start their own advisory business47:00 Asset management progresses one funeral at a time.

Daniel Grioli is the voice behind many of our podcasts, but he is also a professional investor and adviser himself. Having worked within Australian pension funds, in his last capacity as deputy CIO, Daniel understands the issues institutional investors are facing. In this podcast, [i3] Insights editor Wouter Klijn delves into these issues, not only from an investment point of view, but we also address organisational challenges and behavioural ones. Overview Daniel Grioli podcast: 2:00 Who is the MarketFox? 7:20 Do you still find psychology applicable in finance? 11:00 Is swearing off emotions entirely a good idea? 13:00 Emotions and decision making 15:00 Institutional investors are far too focused on optimising 17:00 Attributes of good investors. 18:00 Self-awareness and group awareness 21:00 Starting a business out of frustration 25:00 Technology allowed me to start a business in a way I couldn’t 10 years ago 26:00 Optimisers are very sensitive to the assumptions you put in, so you get the answer that you want. 27:00 Too many marginal positions. 31:00 Finding a clients edge. An example in the property market 34:00 Risk appetite is context dependent 37:00 Managing expectations 40:00 Tips for investors in institutions and for entrepreneurs wanting to start their own advisory business 47:00 Asset management progresses one funeral at a time.

34: MarketFox's Daniel Grioli – Decision Making, Emotions and the Psychology of Investing