Tobias Carlisle on Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking | Excess Returns Pod
Published: October 24, 2025
Duration: 1:05:10
I had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler. We sat down with the one and only Tobias Carlisle — investor, author, podcast host, and all-around fascinating mind whose writing and ideas have influenced my thinking at various times.
He discusses his new book, which made me see Buffett’s investment approach in an entirely new light — and you’re about to discover why. I highly recommend both this episode and Toby’s book.
In this episode of Excess Returns, we sit down with Tobias Carlisle, founder and portfolio manager at the Acquir...