Planet Microcap Podcast | Microcap Investing Strategies

My guest on the show today is Tobias Carlisle, Founder and Managing Director of Acquirers Funds and Co-Host, Value After Hours. It's been well over a year since we've had Toby on the show, and I invited him back for his annual appearance. I feel like a broken record on the pod recently - we've talked a lot about how MicroCaps are in the doldrums (that's putting it nicely), redemptions + no inflows, Small/Micro strategies can't raise new capital, etc... We haven't really talked about the quantitative reason (looking at the data) for why the confluence of all the events are happening. Toby is data king, and he does not disappoint in providing his perspective on what the data is telling us, including one semi-bold prediction about the big "R"-word (recession). For more information about the Acquirers Funds, please visit: https://acquirersfunds.com/ You can Follow Tobias Carlisle on Twitter/X @Greenbakd: https://twitter.com/Greenbackd You can Watch the Value After Hours Podcast on YouTube here: https://www.youtub