Evan Tindell: Value Investing in 2025 - [Making Markets, EP.57]

Evan Tindell: Value Investing in 2025 - [Making Markets, EP.57]

Author: Colossus | Investing & Business Podcasts March 28, 2025 Duration: 39:06
Making Markets
BusinessInvesting

My guest today is Evan Tindell. Evan graduated from MIT and became a professional poker player before entering the investing world. He’s now the co-founder and CIO of Bireme Capital, where he’s delivered over 19% annualized returns since 2016 by sticking to classic, old-school value investing. In this conversation, we talk about how Evan developed his philosophy, why he stuck with value through challenging cycles, and how he thinks about shorting meme stocks in a market dominated by narratives and momentum. We also dive into his views on the Mag 7, Tesla, Japan, and how he’s using AI tools for his research. Please enjoy this conversation with Evan Tindell


For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


Show Notes

(00:00:00) Welcome to Making Markets

(00:00:29) The Cyclical Nature of Value Investing

(00:01:21) Challenges and Opportunities in Value Investing

(00:04:53) Short Selling Strategies and Risks

(00:09:39) Tesla and the Impact of Politics on Stocks

(00:15:40) The MAG Seven and Market Concentration

(00:25:44) Investment Opportunities in Japan

(00:32:13) The Role of AI in Modern Investing

(00:35:44) Market Outlook

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Eric Golden hosts Making Markets, a podcast that digs into the often unseen mechanics and human behaviors driving how value is assigned and traded. Rather than just analyzing charts or headlines, conversations focus on the underlying architecture-the rules, relationships, and psychology-that defines how any marketplace functions. This approach means that one episode might dissect the familiar terrain of bonds or equities, while the next ventures into the specialized worlds of fine art, cryptocurrency, or even vineyard acquisitions. The common thread is a curiosity about the actual transactions and the people who facilitate them, providing a tangible sense of what occurs when assets change hands. By speaking with practitioners and experts each week, the show demystifies the complex systems that form the backbone of global commerce, offering listeners a clearer picture of economic forces at work. As part of the Colossus network of investing and business podcasts, Making Markets builds a comprehensive library of knowledge, turning abstract concepts into accessible narratives. It’s for anyone who has ever wondered about the real-world machinery operating behind the curtain of daily financial news.
Author: Language: English Episodes: 100

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