Excess Returns
Episodes
The Case That We Are in the Early Stages of an AI Bull Market | Gene Munster and Doug Clinton
17 Oct 2025
Contributed by Lukas
In this episode of Excess Returns, Gene Munster and Doug Clinton of Deepwater Asset Management join Justin and Jack to explore the technological, econ...
Buffett, Sun Tzu and the Ancient Art of Risk Taking | Tobias Carlisle
16 Oct 2025
Contributed by Lukas
Buy Toby's Bookhttps://amzn.to/478SMBfIn this episode of Excess Returns, we sit down with Tobias Carlisle, founder and portfolio manager at the Ac...
Timeless Lessons from a Trend Following Legend | Jerry Parker
15 Oct 2025
Contributed by Lukas
In this episode of Excess Returns, Jerry Parker joins us for a deep dive into the philosophy and practice of trend following. As one of the original T...
The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on Finding the Next Great Compounders
13 Oct 2025
Contributed by Lukas
Subscribe on Spotifyhttps://open.spotify.com/show/5IsVVM27KWP6SUW6KN2ifeSubscribe on Apple Podcastshttps://podcasts.apple.com/us/podcast/the-100-year-...
Investing in a Debasement Regime | Warren Pies
11 Oct 2025
Contributed by Lukas
Warren Pies joins Excess Returns to discuss why he believes we’ve entered a “Debasement Regime,” what that means for investors, and how it diffe...
The Four Pillars of Macro - And What They Say About This Market | Andy Constan
09 Oct 2025
Contributed by Lukas
Andy Constan returns to Excess Returns to break down today’s macro environment using his Four-Pillar Framework — growth, inflation, risk premia, a...
What a Global Regime Change Means for Investors | Julian Brigden
09 Oct 2025
Contributed by Lukas
In this episode of Excess Returns, macro strategist Julian Brigden of MI2 Partners joins the show to break down today’s volatile market landscape. B...
Big Rally. First Sell Signal Since April | Katie Stockton on What the Charts Say Could Come Next
08 Oct 2025
Contributed by Lukas
Katie Stockton, founder and managing partner at Fairlead Strategies, joins us for her quarterly technical outlook on markets, sectors, and asset class...
Electricity Is the New Oil | Rob Thummel on the Energy Opportunity from the AI Boom
06 Oct 2025
Contributed by Lukas
In this episode of Excess Returns, we’re joined by Rob Thummel of Tortoise Capital to discuss the critical intersection of energy and technology. Ro...
The Expensive Truth About Cheap Investing | Bogumil Baranowski
05 Oct 2025
Contributed by Lukas
In this episode of Excess Returns, Matt Zeigler sits down with investor and author Bogumil Baranowski to discuss one of investing’s most important m...
Evidence Based Factor Investing | Matt Zenz
04 Oct 2025
Contributed by Lukas
In this episode of Excess Returns, we sit down with Matt Zenz of Longview Research Partners to explore factor investing, evidence-based strategies, an...
A Volatility Masterclass | Timeless Lessons from 30 Year Options Trader Noel Smith
02 Oct 2025
Contributed by Lukas
In this episode of Excess Returns, we’re joined by Noel Smith, co-founder and CIO of Convex Asset Management. Noel shares his unique journey from bi...
A Practical Guide to Market Valuation with Ben Carlson
29 Sep 2025
Contributed by Lukas
In this episode, we sit down with Ben Carlson of Ritholtz Wealth Management and A Wealth of Common Sense to talk about market valuations, the rise of ...
The New Valuation Regime | Jim Paulsen on Confidence, Inflation and the Coming Market Supports
27 Sep 2025
Contributed by Lukas
In this episode, we sit down with Jim Paulsen to analyze the latest economic and market data through his lens of decades of market experience. Jim sha...
Finding the Next Great Tech Compounders | John Tinsman
25 Sep 2025
Contributed by Lukas
In this episode of Excess Returns, we sit down with John Tinsman, portfolio manager of the AOT Growth and Innovation ETF (AOTG). John shares how his i...
Finding Decade-Long Compounders with Joseph Shaposhnik
22 Sep 2025
Contributed by Lukas
In this episode of Excess Returns, we sit down with Joseph Shaposhnik, founder of Rainwater Equity and former star portfolio manager at TCW. Joseph sh...
The Average Return That Never Comes | Sam Ro on 10 Stock Market Truths Investors Get Wrong
20 Sep 2025
Contributed by Lukas
In this episode of Excess Returns, we sit down with Sam Ro to revisit his widely read post “10 Stock Market Truths” and explore how each principle...
Exceptionalism Is Ending. New Winners Are Rising | Olga Bitel on the $2 Trillion Opportunity
17 Sep 2025
Contributed by Lukas
In this episode, William Blair Global Strategist Olga Bitel joins us to unpack her “Perpetual Growth Machine” framework and what it means for inve...
Bull Market on Borrowed Time | Ned Davis Chief Strategist Tim Hayes on the Indicators That Matter
15 Sep 2025
Contributed by Lukas
Ned Davis Research’s Chief Global Investment Strategist Tim Hayes joins us to break down NDR’s “360°” weight-of-the-evidence framework—how ...
Brent Donnelly on the Fed, Inflation, and Why 2% No Longer Matters
12 Sep 2025
Contributed by Lukas
In this episode of Excess Returns, we sit down with Brent Donnelly, veteran trader, author, and president of Spectra Markets, to dive deep into macro ...
Cullen Roche on Inflation, AI and Why the Debt Crisis is Overblown
10 Sep 2025
Contributed by Lukas
In this episode of Excess Returns, we welcome back Cullen Roche of Discipline Funds for an in-depth conversation on the economy, markets, demographics...
This Hasn't Happened Since 1930 | Eric Pachman on Why the Labor Market is Lying to You
07 Sep 2025
Contributed by Lukas
In this episode of Excess Returns, we sit down with EricPachman of Bancreek Capital to explore the intersection of data, economics, andinvesting. Eric...
Cole Smead on Deficits, Inflation, and the Erosion of Earnings Quality in Technology Stocks
03 Sep 2025
Contributed by Lukas
In this episode of Excess Returns, we welcome back Cole Smead of Smead Capital for a wide-ranging conversation on markets, history, and the principles...
31 Years of Lessons: Northwestern Mutual CIO Brent Schutte on Markets, Cycles, and Diversification
31 Aug 2025
Contributed by Lukas
In this episode of Excess Returns, we sit down with Brent Schutte, CIO of Northwestern Mutual, to discuss the current macro landscape and what it mean...
The Hidden Risks of High Income Options Strategies | Shawn Gibson and Eric McArdle
29 Aug 2025
Contributed by Lukas
In this episode of Excess Returns, we sit down with Shawn Gibson and Eric McArdle of Liquid Strategies to explore the rapidly growing world of option-...
Jim Paulsen on Growth, the Fed and the Case for a Broadening Rally
28 Aug 2025
Contributed by Lukas
In this episode, Jim Paulsen of Paulsen Perspectives joins us to break down the state of the economy, the Fed’s policy stance, inflation risks, and ...
Mike Philbrick on Gold, Bitcoin, and Rethinking Diversification Beyond 60/40
26 Aug 2025
Contributed by Lukas
In this episode of Excess Returns, we sit down with Mike Philbrick of Resolve Asset Management to discuss why the traditional 60/40 portfolio may no l...
An Inside Look at Buffer ETFs with Jeff Chang
23 Aug 2025
Contributed by Lukas
Defined outcome ETFs have exploded in popularity, offering investors a way to combine downside protection with upside participation. In this episode o...
Record Valuations. Hidden Opportunity | Tobias Carlisle on Finding Value in an Expensive Market
21 Aug 2025
Contributed by Lukas
In this episode of Excess Returns, we welcome back Tobias Carlisle — author, host of Value After Hours, and manager of the Acquirers Funds. Toby sha...
Momentum is Everything | Leigh Drogen on Building Lasting Strategies in Crypto
19 Aug 2025
Contributed by Lukas
In this episode, we sit down with Leigh Drogen of StarKiller Capital, alongside guest co-host Kai Wu, for a deep dive into crypto investing strategies...
Show Us Your Portfolio: Aswath Damodaran
16 Aug 2025
Contributed by Lukas
How Aswath Damodaran Manages His Own Portfolio | Show Us Your PortfolioIn this episode of our Show Us Your Portfolio series, we go inside the personal...
64% Never Escape Level Four | Nick Maggiulli on Climbing the Wealth Ladder
14 Aug 2025
Contributed by Lukas
In this episode of Excess Returns, Matt Zeigler sits down with Nick Maggiulli — author of Just Keep Buying and his new book The Wealth Ladder. Nick ...
What Really Drove Buffett’s Success | Kai Wu on Berkshire's Intangible Edge
07 Aug 2025
Contributed by Lukas
In this episode of Excess Returns, we’re joined by Kai Wu of Sparkline Capital to explore one of the most important and overlooked aspects of Warren...
The Seven Rules of Wall Street | Sam Stovall
05 Aug 2025
Contributed by Lukas
📈 In this episode of Excess Returns, we’re joined by Sam Stovall, Chief Investment Strategist at CFRA and author of The Seven Rules of Wall Stree...
The 100 Year Pivot | Navigating a Changing Market with Grant Williams
03 Aug 2025
Contributed by Lukas
In this episode of Excess Returns, Matt Zeigler sits down with Grant Williams for a wide-ranging conversation on what he calls the “Hundred Year Piv...
The Bubble No One Can Sell | Dan Rasmussen on the Private Equity Trap
31 Jul 2025
Contributed by Lukas
In this episode of Excess Returns, Justin and special guest host Kai Wu of Sparkline Capital are joined by Verdad’s Dan Rasmussen for a deep dive in...
Darius Dale on the Fourth Turning, Fiscal Dominance, and the Case for a Melt-Up
29 Jul 2025
Contributed by Lukas
Macro strategist Darius Dale returns to Excess Returns with a deep dive into the seismic shifts shaping markets today. From the implications of the Fo...
The Risks of the Rise of Passive Investing | Mike Green
27 Jul 2025
Contributed by Lukas
In this episode of Excess Returns, Mike Green returns to dissect the structural transformation underway in public markets due to the rise of passive i...
The Case for a Broadening Bull Market | Jim Paulsen
25 Jul 2025
Contributed by Lukas
Subscribe on Apple Podcsastshttps://podcasts.apple.com/us/podcast/the-jim-paulsen-show/id1828054999Subscribe on Spotifyhttps://open.spotify.com/show/3...
You’re Misreading the Rally | Liz Ann Sonders on What is Really Driving Market Returns
23 Jul 2025
Contributed by Lukas
📉 What the Market Is Getting Wrong | Liz Ann Sonders on Debt, Tariffs, and the FedIn this episode of Excess Returns, we welcome back Liz Ann Sonder...
This Isn’t Priced In | PIMCO’s Libby Cantrill on the Policy Risks Markets Are Missing
20 Jul 2025
Contributed by Lukas
Policy uncertainty is rising—but markets seem unfazed. In this episode, we sit down with Libby Cantrill, Head of Public Policy at PIMCO, to explore ...
False Recession Alarms. Real Risks. | Aahan Menon on What Investors Are Missing
16 Jul 2025
Contributed by Lukas
Why didn’t the long-predicted recession arrive? In this episode, we talk with Aahan Menon, founder of Prometheus Research, about why traditional mac...
How Option Dealer Flows Impact the Stock Market
11 Jul 2025
Contributed by Lukas
Billions are moving through the stock market every day—but not for the reasons most investors think.In this episode, Brent Kochuba of SpotGamma brea...
The Great Moderation is Over. The Great Convergence is Here | Luca Paolini on What Comes Next
08 Jul 2025
Contributed by Lukas
In this episode, we speak with Luca Paolini, Chief Strategist at Pictet Asset Management, about the firm’s 2025 Secular Outlook and the unfolding sh...
Whipsaws, Drawdowns, and Disbelief | Eric Crittenden on the Best Diversifier No One Buys
28 Jun 2025
Contributed by Lukas
In this episode of Excess Returns, Matt Zeigler and Jason Buck sit down with Eric Crittenden, CIO of Standpoint Funds, for a wide-ranging and candid d...
Broken Models. Misleading Yields | Ryan Krueger on Avoiding the Dividend Trap
25 Jun 2025
Contributed by Lukas
Most investors chase yield. But what if the very models they rely on — from dividend screens to the 4% rule — are fundamentally broken?In this epi...
500,000 More Sellers Than Buyers. First Time in a Decade | Daryl Fairweather on What Comes Next
23 Jun 2025
Contributed by Lukas
In this episode, we’re joined by Daryl Fairweather, Chief Economist at Redfin and author of Hate the Game, to explore the most dramatic shift in the...
Buffett Does It. Most Value Investors Don’t | Robert Hagstrom on the Real Key to Compounding
21 Jun 2025
Contributed by Lukas
Robert Hagstrom returns to discuss the investing principle he believes most value investors still misunderstand—despite decades of evidence from War...
Recession Indicators Are Breaking. Inflation Isn’t | Megan Horneman on What Comes Next
19 Jun 2025
Contributed by Lukas
Megan Horneman: Fragile Optimism, Hidden Inflation Risks, and What Investors Are MissingIn this episode, we’re joined by Megan Horneman, Chief Inves...
Broken Data. Hidden Opportunity | GMO's Warren Chiang on Deep Value’s Historic Setup
15 Jun 2025
Contributed by Lukas
GMO’s Warren Chiang joins us for a deep dive into the art and science of systematic value investing. In this episode, Warren shares how his team has...
Blind to Power: The Hidden Investing Risk of Rising Strongmen | Peter Atwater
12 Jun 2025
Contributed by Lukas
In this episode of Excess Returns, Matt Zeigler sits down with Peter Atwater—President of Financial Insyghts, author of The Confidence Map, and expe...
Finding Great GARP Stocks with David Giroux
09 Jun 2025
Contributed by Lukas
David Giroux, CIO and Head of Investment Strategy at T. Rowe Price Investment Management, has achieved something rare in investing—beating his Morni...
The $9 Trillion Risk | Rupert Mitchell on the Unwind of US Dominance - And What Comes After It
07 Jun 2025
Contributed by Lukas
In this episode of Excess Returns, Matt Zeigler sits down with Rupert Mitchell—founder of Blind Squirrel Macro—for an insightful, opinionated, and...
Inside a Top Quant's Playbook | Joe Gubler on the Hidden Drivers of Alpha
05 Jun 2025
Contributed by Lukas
🎙️ Inside Causeway’s Quant Playbook | Joe Gubler on Factor Innovation, Risk, and Portfolio DesignIn this episode of Excess Returns, we sit down...
Big Decline. Big Rally. What the Charts Tell Us About What Comes Next | Katie Stockton
02 Jun 2025
Contributed by Lukas
In this episode of Excess Returns, we welcome back Katie Stockton, founder and managing partner of Fairlead Strategies, for a deep dive into the curre...
The Stimulus Deception | Rob Arnott Explains What Economists Are Getting Wrong
31 May 2025
Contributed by Lukas
In this episode of Excess Returns, we welcome back Research Affiliates founder Rob Arnott to explore his provocative research challenging mainstream e...
The Hidden Logic of Options | Put-Call Parity Explained with Legos
28 May 2025
Contributed by Lukas
In this episode of Teach Me Like I'm 5, options expert Kris Abdelmessih breaks down one of the most foundational—and misunderstood—concepts in...
Too Much Google, Tesla, Nvidia? | Wes Gray & Sri Narayan Explain a Smarter Way Out
24 May 2025
Contributed by Lukas
In this episode of Excess Returns, we dive deep into one of the most complex and pressing issues facing successful investors today: what to do with co...
The Fourth Turning Is Now | Neil Howe on the Coming Financial Reset and Who Rebuilds What’s Broken
17 May 2025
Contributed by Lukas
What does it mean to come of age during chaos—and how does that shape the generations who must lead us through it? In this thought-provoking episode...
What Investors Get Wrong About Trade Wars | Kai Wu
14 May 2025
Contributed by Lukas
In this episode of Excess Returns, Kai Wu of Sparkline Capital returns to break down his latest research piece, Investing Amid Trade Wars. Using over ...
The Retail Rally Trap | Kris Sidial on Market Fragility and the Risks of Buy the Dip
06 May 2025
Contributed by Lukas
In this episode, Kris Sidial joins Jack Forehand and Brent Kochuba to break down the mechanics of tail risk hedging, why most volatility strategies fa...
Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap
03 May 2025
Contributed by Lukas
Are we heading toward a recession—or just stuck in macroeconomic purgatory? In this episode of Excess Returns, Dave Nadig and Matt Zeigler sit down ...
The Market's Best-Kept Secret | Travis Prentice on Momentum's Surprising Edge
30 Apr 2025
Contributed by Lukas
In this episode of Excess Returns, Justin and Jack welcome Travis Prentice from Informed Momentum Company to discuss the ins and outs of momentum inve...
The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here
26 Apr 2025
Contributed by Lukas
Join hosts Matt Ziegler and Jack Forehand as they interview Jared Dillian (@DailyDirtNap on Twitter) for a fascinating discussion on current market co...
The One Lesson: 50 Great Investors Share the One Thing They Would Teach You
21 Apr 2025
Contributed by Lukas
When we started Excess Returns, we wanted to come up with one way to boil down the best advice from the experts we have interviewed into one simple qu...
Behind the Scenes of the Madoff Scandal with a Trader on the Inside | Andrew Cohen
16 Apr 2025
Contributed by Lukas
In this episode of Excess Returns, Matt Zeigler sits down with Andrew Cohen, who shares his extraordinary journey from Goldman Sachs trader to working...
The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing
13 Apr 2025
Contributed by Lukas
Join hosts Matt Zeigler and Justin Carbonneau as they sit down with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors....
The Secular Bull Market Isn't Dead: Jim Paulsen on Why Tariffs Won't Break It
09 Apr 2025
Contributed by Lukas
In this episode of Excess Returns, we are joined by Jim Paulsen of Paulsen Perspectives. We unpack the complexities of tariffs, Federal Reserve polici...
100 Baggers Leave Fingerprints | Chris Mayer Wrote the Book and Tells You How to Find Them
07 Apr 2025
Contributed by Lukas
In this episode of Excess Returns, Matt Zeigler is joined by special co-host Bogumil Baranowski to sit down with Chris Mayer. As the author of the acc...
The Fastest Market Selloff Since 2020: Rick Ferri on Tactics to Survive and Thrive
05 Apr 2025
Contributed by Lukas
In this episode, we are joined by Rick Ferri, a renowned advocate for low-cost, evidence-based investing. With the market in the midst of a significan...
Heading to Recession Island | Will the Trump and Powell Puts Help Us Reverse Course? | Andy Constan
27 Mar 2025
Contributed by Lukas
In this episode, we dive into the current economic landscape and its implications for investors with Andy Constan, founder of Damped Spring Advisors. ...
The Soft Landing is a Myth: Here's What's Really Going on in the Economy | Cullen Roche
20 Mar 2025
Contributed by Lukas
Join us for an insightful conversation with Cullen Roche, a renowned financial expert from Discipline Funds, as he breaks down some of the most pressi...
Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia
13 Mar 2025
Contributed by Lukas
In this episode of Excess Returns, Matt Ziegler is joined by Lindsey Bell, Chief Market Strategist of Clearnomics, and Shannon Saccocia, Chief Investm...
Money Delusions: Barry Ritholtz on the Elusive Definition of Money and How Not to Invest It
07 Mar 2025
Contributed by Lukas
Buy Barry's Bookhttps://amzn.to/3F7APZPIn this initial episode of Rabbithole of our new show Rabbithole, Dave Nadig explores the psychology of mon...
The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession
27 Feb 2025
Contributed by Lukas
In this episode of Excess Returns, Justin and Matt welcome back investment strategist Mike Green for an in-depth conversation about the current state ...
Nine Timeless Lessons from 2024 | Larry Swedroe
21 Feb 2025
Contributed by Lukas
In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Drawing from decades of experience, Larry expla...
A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride
13 Feb 2025
Contributed by Lukas
In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approa...
Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran
07 Feb 2025
Contributed by Lukas
In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify's PINK healthcare ETF, for a fascinating discussion...
Tariffs, Bear Markets and the Hidden Knowledge Worker Recession | Dave Nadig and Jason Buck
05 Feb 2025
Contributed by Lukas
Welcome to Click Beta - where three market professionals cut through the financial clickbait to have real conversations about what matters. In this p...
Timeless Lessons from History's Best Traders | Jack Schwager
30 Jan 2025
Contributed by Lukas
Market Wizards author Jack Schwager returns for another fascinating conversation about trading psychology, risk management, and lessons learned from ...
Practical Lessons from Cliff Asness
27 Jan 2025
Contributed by Lukas
In this episode, Jack Forehand and Matt Zeigler discuss their fascinating interview with AQR founder Cliff Asness. They explore several key topics fro...
Busting 50 Years of Investing Myths | Rob Arnott
23 Jan 2025
Contributed by Lukas
In this episode of Excess Returns, Jack Forehand and special guest host Perth Tolle sit down with Rob Arnott, founder of Research Affiliates and pione...
Building Intelligent Alpha Portfolios with ChatGPT | Doug Clinton
16 Jan 2025
Contributed by Lukas
In this episode of Excess Returns, we sit down with Doug Clinton of Intelligent Alpha to explore the fascinating intersection of AI and investment str...
Beyond the Magnificent Seven: Liz Ann Sonders on Markets, Cycles & Investing
09 Jan 2025
Contributed by Lukas
In this episode of Excess Returns, we sit down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a wide-ranging discussion abou...
The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu
02 Jan 2025
Contributed by Lukas
In this episode of Excess Returns, we sit down with Kai Wu, founder of Sparkline Capital, for a fascinating discussion about intangible value investin...
Do You Really Need International Diversification? 10 Top Investors Debate
30 Dec 2024
Contributed by Lukas
In this episode, we explore one of investing's most debated topics: international diversification. Through clips from 10 different investing experts, ...
Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny
27 Dec 2024
Contributed by Lukas
In this episode of Excess Returns, hosts Jack Forehand and Justin Carbonneau sit down with Jacob Pozharny, partner at Bridgeway Capital Management, to...
Inside the Secretive World of Pod Shops | Bob Elliott
19 Dec 2024
Contributed by Lukas
In this episode of Excess Returns, hosts Justin and Matt sit down with Bob Elliott, founder of Unlimited Funds, to explore the fascinating world of mu...
Dispelling Big Investing Myths | Dan Rasmussen
12 Dec 2024
Contributed by Lukas
In this episode of Excess Returns, Jack Forehand and Justin Carbonneau sit down with Dan Rasmussen from Verdad Advisers to discuss his firm's top rese...
Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures
05 Dec 2024
Contributed by Lukas
In this episode of Excess Returns, hosts Justin and Jack sit down with Andrew Beer of Dynamic Beta Investments to explore the fascinating world of man...
What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig
02 Dec 2024
Contributed by Lukas
In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig. This ep...
The Most Misunderstood Bull Market Ever | Jim Paulsen
27 Nov 2024
Contributed by Lukas
In this episode of Excess Returns, we sit down with veteran investment strategist Jim Paulsen to discuss the current market landscape and economic out...
Bigger Extremes, Better Returns | Cliff Asness on the "Less Efficient Market Hypothesis"
20 Nov 2024
Contributed by Lukas
In this episode of Excess Returns, we sit down with AQR founder Cliff Asness for a fascinating discussion about market efficiency, behavioral finance,...
Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt
14 Nov 2024
Contributed by Lukas
In this episode of Excess Returns, Matt Zeigler is joined by Ben Hunt and Grant Williams for a candid discussion of the 2024 post-election landscape a...
Making Money from Market Chaos | Inside the Volatility World with Kris Sidial
07 Nov 2024
Contributed by Lukas
In this episode of Excess Returns, Jack Forehand and special guest host Brent Kochuba dive deep into the world of long volatility and tail risk strate...
A Deep Dive into Micro-Cap Investing | Ian Cassel
31 Oct 2024
Contributed by Lukas
In this episode of Excess Returns, we sit down with Ian Cassel, founder of MicroCap Club and Intelligent Fanatics Capital Management. We explore the f...
The Practical Implications of the Rise of Passive Investing | Mike Green
24 Oct 2024
Contributed by Lukas
In this episode, we are joined by Simplify Asset Management's Mike Green. We build on our previous episodes with Mike where we discussed his research ...
An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe
17 Oct 2024
Contributed by Lukas
In this episode of Excess Returns, we sit down with Larry Swedroe to tackle some of the most pressing issues in investing today. We dive deep into to...
15 Ways to Lose Money in Markets | Ben Carlson
10 Oct 2024
Contributed by Lukas
In this episode of Excess Returns, we sit down with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth and author of the popul...
Investing in a Flows Driven World | Cem Karsan
03 Oct 2024
Contributed by Lukas
In this episode of Excess Returns, we welcome back Cem Karsan of Kai Volatility Advisors for an in-depth discussion on the current state of markets an...