QAV America 008 — Huawei to Hell: Investing When the World’s Upside Down

by Cameron Reilly | Jun 4, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode

In this week’s QAV episode, we sit down with the ever-dash­ing Tobias Carlisle, founder of The Acquirer’s Fund (ZIG, DEEP), author of The Acquirer’s Mul­ti­ple, and deep val­ue mav­er­ick, to dis­sect the state of val­ue invest­ing in the era of AI-dri­ven hype. We cov­er the bru­tal cycles of deep val­ue, AI vs. human deci­sion-mak­ing in funds, the mad­ness of quan­tum com­put­ing val­u­a­tions, and how Toby’s trip to Chi­na left him uncon­vinced by the West’s col­lapse nar­ra­tive. We also drill into oil, Ford ($F), and the impli­ca­tions of pas­sive investing’s stran­gle­hold on mar­ket direc­tion. Plus, Buf­fett wor­ship, civ­il war exit strate­gies, and why Amer­i­cans don’t get Aussie piss-tak­ing.