Excess Returns Podcasts
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- Excess Returns
- Show Us Your Portfolio
- Two Quants and a Financial Planner
- The OPEX Effect
- PNL For a Purpose
Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle
In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformance of small cap and value stocks, tackle the challen...
Practical Alternatives to the 60-40 Portfolio | Building Robust Multi-Asset Class Strategies
In this episode, we dive deep into practical alternatives to the traditional 60/40 portfolio. We explore various approaches like the Permanent Portfolio, risk parity and return stacking and take a det...
The Case for a Continued Rally with Warren Pies
In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half of 2024, discus...
Inside What is Driving This Weird Market | The OPEX Effect Ep. 10
In this episode of the OPEX Effect, we explore the current market rally and discuss the concept of "correlation spasms" - unusual movements and relationships between market components. We examine reco...
Eight Practical Lessons from Mike Green
In this episode, we dive into the key takeaways from our recent interview with Mike Green of Simplify. We explore several important lessons, including the need to be open-minded about new ideas in inv...
Passive Investing, the Bifurcated Economy and the Rising Market Risks with Mike Green
In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares insights from recent academic research supporting his...
Eight Charts That Summarize 2024 | Inflation, Growth, Market Concentration
In this episode, we take a look back at the first half of 2024 and examine some surprising trends in the economy and markets. We discuss how inflation has remained stickier than many expected, but wag...
The Uncomfortable Truth About Inflation and Fed Policy with Bob Elliott
In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topics, including inflation, the Federal Reserve's poli...
Nine Practical Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency
In this episode, we dive into the key lessons we took from our recent conversation with Rick Ferri on the Excess Returns podcast. We explore Rick's approach to simple, low-cost investing and discuss h...
Show Us Your Portfolio: Eric Crittenden | How an All Weather Investor Builds His Personal Portfolio
In our latest episode of Show Us Your Portfolio, we speak with Standpoint's Eric Crittenden. Eric discusses the all weather approach he uses to construct his personal portfolio. He emphasizes maximizi...
A Practical Guide to the 4% Rule
In this episode, we explore the 4% rule for retirement withdrawals, discussing its origins, applications, and limitations. We delve into the importance of considering individual circumstances, market ...
Common Sense Investing with Rick Ferri | The Benefits of a Simple Investment Approach
In this episode of Excess Returns, we sit down with Rick Ferri to discuss a wide range of investing topics. We explore the concept of investing with simplicity, the importance of asset allocation, and...
Inside the June Options Expiration | Big Dispersion, Call Imbalance and Massive NVDA Interest
In this month's episode of the OPEX Effect, we take a deep dive into the world of options flows and their impact on the markets. We discuss the recent GameStop saga and the role options played in the ...
The Basics of Evaluating Backtests: What You Need to Know
In this episode of the podcast, we dive into the world of backtesting investment strategies. We discuss the importance of approaching backtests with a healthy dose of skepticism, as it's easy to creat...
The Soft Landing Scenario with Simeon Hyman
In this episode of Excess Returns, we sit down with Simeon Hyman, Global Investment Strategist at ProShares, for a wide-ranging discussion on the current state of the economy, inflation, the Fed, mark...
15 Lessons from 15 Years | Breaking Down Corey Hoffstein's Timeless Investing Lessons
In this episode of Two Quants and a Financial Planner, we dive into Corey Hoffstein's insightful list of "15 Ideas, Frameworks and Lessons from 15 Years." We explore several key concepts, such as the ...
Investing in India's Huge Growth Potential with Anupam Ghose
In this episode of Excess Returns, we sit down with Anupam Ghose, co-founder of System2 Advisors and sub-advisor to the Simplify Tara India Opportunities ETF. We discuss the Indian economy, recent pol...
The Market is Expensive: Should You Care? | The Practical Implications of Market Valuation
In this episode we dive into the world of market valuation. We look at the major valuation metrics used to value the market and what they are and are not useful for from an investing perspective. We a...
MLP and Energy Infrastructure Investing with Greg Reid
In this episode of Excess Returns, we speak with Greg Reid, President of Real Assets at Westwood Group Holdings and lead portfolio manager for their $2 billion energy investment team. We cover the out...
Q&A | ETFs vs Mutual Funds, Asset Location, Sizing Focused Factor Strategies, Direct Indexing
In this episode of Two Quants and a Financial Planner, we delve into a diverse range of listener-submitted investing and financial planning questions with special guest Ben Tuscai. We cover the tax ef...
Finding Wide Moat Stocks with Yuri Khodjamirian
In this episode of Excess Returns, we talk Moat investing with Yuri Khodjamirian, CIO of Tema ETFs. We discuss his unique approach to identifying companies with durable competitive advantages and how ...
GameStop, Value Spreads, AI Backtesting and the Market as a Casino | Investor Q&A
In this episode of Two Quants and a Financial Planner, we tackle a range of listener questions, from the recent resurgence of meme stocks like GameStop to the potential impact of the upcoming presiden...
Lessons from Berkshire Hathaway's Annual Meeting with Adam Mead
In this episode of Excess Returns, we sit down with Adam Mead, founder of Mead Capital Management and author of the Complete Financial History of Berkshire Hathaway. We discuss the recent Berkshire Ha...
The Kitty is Roaring Again - Volatility Is Not | The OPEX Effect: May 2024
In this episode of the OpEx Effect, we discuss the current state of the market as we approach the May options expiration. We analyze the low levels of volatility and put demand, suggesting market part...
Ten Lessons from Two Decades of Managing Money
In this episode of Two Quants and a Financial Planner, we explore the biggest lessons we've learned throughout our careers in investing and financial planning. We discuss the importance of diversifica...
AI, The Magnificent 7 and Investing in a Changing World | Gene Munster, Doug Clinton and Qu Nguyen
On April 30th, 2024, SpotGamma and Excess Returns brought together 24 of the smartest minds in the investing world for an all day interview event to raise money for Susan G. Komen. To offer the guests...
Meb Faber and Rafael Resendes | PNL For a Purpose
On April 30th, 2024, SpotGamma and Excess Returns brought together 24 of the smartest minds in the investing world for an all day interview event to raise money for Susan G. Komen. To offer the guests...
Systematic Value Investing | Tobias Carlisle and Wes Gray | PNL For a Purpose
On April 30th, 2024, SpotGamma and Excess Returns brought together 24 of the smartest minds in the investing world for an all day interview event to raise money for Susan G. Komen. To offer the guests...
Jim O'Shaughnessy and Perth Tolle | PNL For a Purpose
On April 30th, 2024, SpotGamma and Excess Returns brought together 24 of the smartest minds in the investing world for an all day interview event to raise money for Susan G. Komen. To offer the guests...
15 Lessons From 15 Years Managing Money | Corey Hoffstein and Ben Hunt | PNL For a Purpose
On April 30th, 2024, SpotGamma and Excess Returns brought together 24 of the smartest minds in the investing world for an all day interview event to raise money for Susan G. Komen. To offer the guests...
What We Learned From the 12 Hour PNL For a Purpose Livestream
In this episode of Two Quants and a Financial Planner, we discussed the key insights and lessons learned from our 12-hour live podcast event, "PNL for a Purpose." Throughout the day, we interviewed 24...
What We Learned From the 12 Hour PNL For a Purpose Livestream
In this episode of Two Quants and a Financial Planner, we discussed the key insights and lessons learned from our 12-hour live podcast event, "PNL for a Purpose." Throughout the day, we interviewed 24...
Trend Following and Technical Analysis | Jerry Parker and Katie Stockton | PNL For a Purpose
On April 30th, 2024, SpotGamma and Excess Returns brought together 24 of the smartest minds in the investing world for an all day interview event to raise money for Susan G. Komen. To offer the guests...
The Fed and the Future of Inflation | Joseph Wang and Cullen Roche | PNL for a Purpose
On April 30th, 2024, SpotGamma and Excess Returns brought together 24 of the smartest minds in the investing world for an all day interview event to raise money for Susan G. Komen. To offer the guests...
The Next Phase of Inflation | Bob Elliott and Darius Dale | PNL for a Purpose
On April 30th, 2024, SpotGamma and Excess Returns brought together 24 of the smartest minds in the investing world for an all day interview event to raise money for Susan G. Komen. To offer the guests...
The Hard Landing Scenario | Mike Green and Mike Taylor | PNL For a Purpose
On April 30th, 2024, SpotGamma and Excess Returns brought together 24 of the smartest minds in the investing world for an all day interview event to raise money for Susan G. Komen. To offer the guests...