Robert Leonard chats with Tobias Carlisle about the global economy, market assessment, value investing opportunities, mean reversion trades, quality assessment in deep value strategies, using screeners, and more! Tobias Carlisle is the founder of The Acquirer’s Multiple® and Acquirers Funds® managing ZIG and DEEP.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro01:33 - His current assessment of the global economy and markets. 08:59 - Why he thinks the current market conditions create a favorable set up for value investors going forward?20:32 - How long a mean reversion trade typically takes and how this differs from a time horizon of a quality investor. 24:39 -How to use his screeners and find companies that are cheap on an acquirer’s multiple basis?44:39 - How an assessment of quality plays a role in a deep value strategy. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESTobias Carlisle’s book The Acquirer’s Multiple.Tobias Carlisle’s book Deep Value.Tobias Carlisle’s book Quantitative Value.The Acquirer’s Podcast.The Acquirer’s Multiple.The Acquirer’s Fund.Related Episode: Listen to MI025: Deep Value Investing W/ Tobias Carlisle or watch the video.Related Episode: Listen to MI084: Warren Buffett, Charlie Munger, And Berkshire Hathaway W/ Adam Mead or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today! SPONSORSGet a FREE audiobook from Audible.Have the visibility and control you need to make better decisions faster with NetSuite’s cloud financial system. Plus, take advantage of their unprecedented financing offer today - defer payments of a full NetSuite implementation. That’s no payment and no interest for six months!Your home might be worth more than you think. Earn extra money today with Airbnb.RentSavvy is the first and only nationwide service for filling your rental property with a quality tenant for one flat fee. Register your rental property for free at RentSavvy.co now, to take advantage of this tenant placement service for your next vacancy.Support our free podcast by supporting our sponsors.Connect with Robert:  TwitterConnect with Tobias: Website | Twitter | LinkedInSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.