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The Acquirers Podcast
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Oct 26, 2026
Are We Already Living Through the AI Singularity?
The hosts discuss the concept of the AI singularity, debating whether we are currently living through it and how advancements in autonomous driving and robotics are becoming normalized. They also touch upon the economic implications for AI frontier labs, questioning whether these companies will necessarily reach multi-trillion-dollar valuations given the rapid commoditization of older AI models.
Oct 22, 2026
AI is in a Mania… But Value is Finally Waking Up
The hosts discuss the current market dichotomy where AI-related mega-caps are driving index performance while small and mid-cap stocks remain undervalued. They emphasize the importance of value investing in the current environment, highlighting specific opportunities in BDCs and REITs while cautioning against the high valuations of AI-focused tech stocks.
Oct 18, 2026
Dutch Disease: Is AI Sucking the Energy Out of the Global Economy?
The creator uses the analogy of a quasar and 'Dutch Disease' to argue that massive AI-related capital expenditure is acting as a gravitational force, potentially crowding out investment in other sectors of the US economy. The discussion focuses on the concentration of growth and spending in a few tech giants, suggesting that investors should look for opportunities in sectors where capacity is not being expanded.
Oct 17, 2026
Why South Korean Stocks Trade at Insane Discounts | Ryan Albert
The discussion focuses on the structural 'Korea discount' caused by poor corporate governance and family-controlled business practices. The guest explains that recent political pressure from a growing retail investor base and potential governance reforms, modeled after Japan's success, are creating a catalyst for market re-rating.
Oct 16, 2026
An Inside Look at Activist Value Investing in Korea | Ryan Albert
The creator discusses an activist engagement with Golf Zone Holdings, highlighting how governance reforms in Korea helped minority shareholders resist an undervalued tender offer and force a shift toward corporate value enhancement.
Oct 15, 2026
MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast
The hosts discuss the current market environment, noting a significant detachment between business fundamentals and stock prices, particularly for small-cap, value, and cyclical stocks. They highlight opportunities in beaten-down sectors like real estate and BDCs, while expressing caution regarding the high valuations of AI-related hyperscalers.
Oct 10, 2026
Are US Corporate Profit Margins Unreasonably High? | Jeff Weniger
The discussion centers on the sustainability of record-high US corporate profit margins and the potential overvaluation of the broad market relative to interest rates. The participants analyze the interplay between dividend yields, buybacks, and return on equity, questioning whether current profitability levels can persist or if they are destined for mean reversion.
Oct 8, 2026
Is the Bond Market Signaling an Impending Stock Market Crash? | Jeff Weniger
The discussion focuses on the bond market's role as the primary driver of equity market performance, noting a significant divergence between AI-related sectors and the broader market. The speakers highlight the risks of investing in trendy apparel and utility stocks, emphasizing the fickle nature of consumer preferences and the sensitivity of interest-rate-sensitive sectors to bond yields.
Oct 7, 2026
Sell the Fear: Why Volatility Pays Patient Investors
The hosts discuss their 'Value Options Letter' service, which focuses on using cash-secured puts and covered calls to generate income from high-quality stocks trading at discounts to intrinsic value. They provide specific examples of how they apply this 'wheel' strategy to stocks like Blue Owl, Service Now, Fiserv, and Alexandria Real Estate Equities.
Oct 6, 2026
Is Real Estate in a 'Nuclear Winter'? Homebuilders vs. High Rates
The hosts discuss the challenging environment for real estate due to high mortgage rates and elevated property prices, while noting that homebuilders remain an attractive value proposition despite the broader market headwinds.
Oct 5, 2026
Oil Market Dynamics, High Fuel Prices, and the Real Estate Slowdown
The hosts discuss the disconnect between oil prices and oil equities, noting that energy companies are better managed but starved for capital. They also analyze the real estate market, characterizing it as a 'nuclear winter' driven by high mortgage rates and property prices that remain significantly above long-run means.
Oct 5, 2026
Can Markel Really Become the Next Berkshire Hathaway?
The creator discusses Markel (MKL) as a potential investment, comparing it to Berkshire Hathaway. While not expecting it to be the next Berkshire, they see it as an attractive investment with potential for good long-term performance, especially if they improve their insurance underwriting and increase share buybacks. Fairfax (FFH) is also briefly mentioned as another potential investment, though the creator lacks a current view due to its valuation.
Oct 4, 2026
How Soaring 10-Year Treasury Yields Are Impacting Equity Markets
The hosts discuss the impact of rising 10-year Treasury yields on equity markets, noting that while major indices remain near highs, internal market breadth is deteriorating. They highlight that current market performance is heavily concentrated in a small group of AI-related stocks, contrasting this with the broader economy.
Oct 3, 2026
Why Madison Square Garden Sports (MSGS) Is Severely Undervalued
The creator discusses Madison Square Garden Sports (MSGS), highlighting its severe undervaluation. The company, which owns the New York Knicks and New York Rangers, is expected to be split into two separate entities to unlock shareholder value. The creator also draws parallels to Atlanta Braves Holdings (BATRK) and its potential upside, suggesting that sports franchises are valuable assets, especially with billionaire owners and private equity involvement.
Oct 2, 2026
How a Mozart-Loving Bird Explains Stock Market Selling Strategy
The creator uses the 'marginal value theorem' from ecology to discuss a logical framework for selling stocks, emphasizing that selling decisions should be based on opportunity cost rather than just business disappointment. The discussion highlights how transaction costs, research time, and ego-driven public commitments can bias an investor's decision-making process.
Oct 2, 2026
Are AI Fears Crushing High-Quality Travel Stocks?
The creator discusses how AI fears are impacting high-quality travel stocks like Booking and Airbnb, arguing that the market has overreacted. They believe that despite recent negative reports and analyst commentary, these companies possess strong competitive advantages that AI will ultimately enhance, creating buying opportunities for long-term investors.
Oct 1, 2026
Is QSR a Better Value Play Than McDonald's?
The creator discusses Restaurant Brands International (QSR) as a value play, highlighting its ongoing transformation under CEO Patrick Doyle, who previously revitalized Domino's. While acknowledging challenges with Popeyes and the impact of GLP-1 drugs on consumer behavior, the creator favors QSR over McDonald's due to its slightly cheaper valuation and a more asset-light business model post-acquisition of Carrols. The discussion also touches on broader consumer sentiment, fuel prices, and interest rates as factors affecting the restaurant sector.
Sep 30, 2026
The Market Looks Fine. Why Are So Many Stocks Getting Crushed?
The hosts discuss the disconnect between major market indices, which remain near highs, and the internal market carnage affecting small-cap, mid-cap, and consumer staple stocks. They attribute this divergence to AI-driven concentration and high interest rates, while highlighting potential value opportunities in homebuilders, insurance, and banking sectors.
Sep 26, 2026
The Brownian Bridge: Why the Journey to 2036 Could Ruin AI Investors
The creator uses the concept of a Brownian bridge to illustrate the potential volatility and misalignments between supply and demand in the AI computing sector over the next decade. They argue that even with fixed endpoints for supply and demand, significant fluctuations can create substantial gaps, leading to potential overcapacity, price drops, and financial instability for companies involved in AI infrastructure.
Sep 24, 2026
Rates, Oil & Big Tech: Where the Value Is Hiding Now | Value Options Letter
The Acquirers Podcast discusses value investing strategies, focusing on how to generate income and reduce risk by combining undervalued stocks with options strategies like covered calls and cash-secured puts. They also touch upon the current macroeconomic environment, noting rising interest rates and their impact on asset prices, and highlight VICI Properties as an example of a real estate investment trust (REIT) with attractive dividend yields and inflation protection.
Sep 21, 2026
Unlocking Value in Emerging Markets: Where Are the Opportunities? Juan Torres
The creator discusses emerging markets (EM), noting a strong start to the year for the MSCI EM index. While EM has historically underperformed the US for extended periods, the current valuation presents opportunities, particularly in the cheapest quintile of the market, which remains very attractive with a cyclically adjusted P/E around 9-9.5. The creator highlights that opportunities exist across countries and sectors, with specific mentions of Indonesia, Brazil, Colombia, and China, emphasizing that despite negative narratives, China was a strong performer in 2025 and still offers attractive opportunities in its cheapest quintile.
Sep 21, 2026
Booking.com Investment Thesis: Navigating COVID and AI Threats | Jonathan Tepper
The creator discusses the investment thesis for Booking.com, highlighting that the stock was undervalued during COVID due to temporary fears about travel disruptions and potential disintermediation by Google. They argue that these fears, and similar concerns about AI, are unlikely to materialize because travel businesses are complex and platforms like Google and AI agents do not want to handle the operational burdens of being a merchant of record. The creator believes Booking.com's direct traffic growth and operational expertise mitigate these risks.
Sep 21, 2026
The Psychology of 'Buy the Dip': Overtrained Rats in Financial Markets | Juan Torres
The creator discusses the concept of "buying the dip" in financial markets, drawing an analogy to a psychological experiment with rats. The core idea is that repeated positive reinforcement for a behavior (like buying dips when the price of money was low) can lead to a habitual, almost reflexive action, even when the underlying market conditions (the "payoff function") have changed. This habitual behavior, driven by a stimulus-response mechanism rather than goal-directed evaluation, can persist even when the outcome is no longer favorable, similar to overtrained rats continuing to press a lever for a devalued reward.
Sep 21, 2026
Who Will Really Win the AI Revolution? | Jonathan Tepper
The creator discusses the historical patterns of technological revolutions and bubbles, noting that early investors often face intense competition and that the ultimate winners may not be the companies that start the revolution. He expresses uncertainty about the winners in the AI space and suggests that high valuations are difficult to justify given this uncertainty. He is more interested in companies perceived as potential losers or those disrupted by AI, as these might represent good investments. He identifies software (SaaS), data and analytics firms (like FactSet, Morningstar, Refinitiv, S&P, Moody's), and online platforms as areas potentially affected by AI.
Sep 21, 2026
How to Find Undervalued Healthcare Stocks Before Wall Street Catches On | Andrew Summers
The creator discusses their investment in UFP Technologies, a medical device manufacturer, highlighting its transition from an industrial classification to healthcare. They explain how the company's strategic acquisitions and focus on becoming more valuable to clients have led to significant growth and an improved valuation multiple, making it a successful long-term holding.
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