Excess Returns Podcasts

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15 Lessons from 15 Years | Breaking Down Corey Hoffstein's Timeless Investing Lessons

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
Excess ReturnsJune 06, 202401:03:00

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

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...

What You Need to Know About Energy Investing with Greg Reid
Excess ReturnsMay 30, 202400:57:50

What You Need to Know About Energy 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

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
Excess ReturnsMay 23, 202401:01:58

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

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
Excess ReturnsMay 16, 202400:58:01

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
The OPEX EffectMay 14, 202400:50:12

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

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
PNL For a PurposeMay 12, 202400:55:42

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
PNL For a PurposeMay 11, 202400:56:13

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...

Building Real World Value Strategies | Tobias Carlisle and Wes Gray | PNL For a Purpose
PNL For a PurposeMay 10, 202400:57:26

Building Real World Value Strategies | 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
PNL For a PurposeMay 09, 202400:59:21

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
PNL For a PurposeMay 07, 202400:58:46

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
PNL For a PurposeMay 06, 202401:09:38

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

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
PNL For a PurposeMay 05, 202400:59:02

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
PNL For a PurposeMay 04, 202400:54:45

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
PNL For a PurposeMay 03, 202400:58:26

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
PNL For a PurposeMay 02, 202400:56:36

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...

The Fed's Policy Challenge | Cem Karsan and Andy Constan | PNL For A Purpose
PNL For a PurposeMay 01, 202400:58:07

The Fed's Policy Challenge | Cem Karsan and Andy Constan | 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...

Fact or Fiction: Inflation, Taxes and the End of the Star Manager Era

Fact or Fiction: Inflation, Taxes and the End of the Star Manager Era

In this episode of Two Quants and a Financial Planner, we return to our Fact of Fiction framework. We cover a diverse set of investing and financial planning topics that are on many investors' minds. ...

Show Us Your Portfolio: Jared Dillian
Show Us Your PortfolioApril 25, 202400:46:19

Show Us Your Portfolio: Jared Dillian

In this episode of Show Us Your Portfolio, Jared Dillian, author of the investment newsletter The Daily Dirt Nap and the book "No Worries: How to Live a Stress-Free Financial Life," discusses his pers...

The Double-Edged Sword of Trend Following

The Double-Edged Sword of Trend Following

In this episode of Two Quants and a Financial Planner, we dive deep into the world of trend following investment strategies. We explain what trend following is, discuss the potential benefits such as ...

Finding Great Companies in a Challenging Macro Environment with Jeff Muhlenkamp
Excess ReturnsApril 18, 202401:08:51

Finding Great Companies in a Challenging Macro Environment with Jeff Muhlenkamp

In this episode of Excess Returns, we speak with Jeff Muhlenkamp, portfolio manager at Muhlenkamp and Company. We discuss Jeff's views on inflation, the likelihood of a recession, and the possibility ...

The Return of Volatility | The OPEX Effect Episode 7
The OPEX EffectApril 16, 202400:47:32

The Return of Volatility | The OPEX Effect Episode 7

In this episode of the OPEX Effect podcast, Brent Kochuba and Jack Forehand discuss the current market turmoil and its potential impact on options flows. They analyze how the geopolitical conflict in ...

The Importance of Managing Drawdowns in Retirement

The Importance of Managing Drawdowns in Retirement

In this episode of Two Quants and a Financial Planner, we dive into the important topic of withdrawal rates and retirement planning. We discuss how Monte Carlo simulations can help us understand the p...

The Script for Killing Inflation with Andy Constan
Excess ReturnsApril 11, 202401:00:28

The Script for Killing Inflation with Andy Constan

In this episode we are joined by Andy Constan, founder of Damped Spring Advisors. We discuss his outlook on the current economic landscape, why he left "higher for longer" island, inflation, the Fed's...

Defying the Risk and Return Tradeoff | An In Depth Look at Low Volatility Investing

Defying the Risk and Return Tradeoff | An In Depth Look at Low Volatility Investing

In investing, there is supposed to be a clear tradeoff between return and risk. Strategies that reduce risk are also supposed to come with a corresponding reduction in return But one factor defies tha...

The Case for Value Investing with Tobias Carlisle
Excess ReturnsApril 04, 202401:05:21

The Case for Value Investing with Tobias Carlisle

David Einhorn recently said that he thinks fundamental investing is broken. If he is right, there would certainly be significant long-term implications for value investing. We explored Einhorn's case ...

Lessons from Danny Kahneman | Investing in Practice Rather Than Theory

Lessons from Danny Kahneman | Investing in Practice Rather Than Theory

When we start in the investing world, many of us think building the perfect investment strategy is about data and numbers and theory. We think the strategy that works best on paper will also work best...

Value Investing, Inflation and Expected Returns with Rob Arnott
Excess ReturnsMarch 28, 202400:58:47

Value Investing, Inflation and Expected Returns with Rob Arnott

In this episode, Research Affiliates founder Rob Arnott returns for his third appearance on Excess Returns. We cover a wide range of topics, including inflation, the struggles of value investing, expe...

Understanding the Measurement of Inflation | The Behind-the-Scenes Details of CPI, PCE, OER and More

Understanding the Measurement of Inflation | The Behind-the-Scenes Details of CPI, PCE, OER and More

With the rise of inflation in the past few years, many investors have been paying attention to metrics that they largely ignored for decades. Measures like the CPI and PCE have now become front page n...

The AI Bubble Thesis with Doug Clinton | The Case for a Coming Tech Boom Bigger Than the Dotcom
Excess ReturnsMarch 21, 202400:59:17

The AI Bubble Thesis with Doug Clinton | The Case for a Coming Tech Boom Bigger Than the Dotcom

AI stocks have seen a big run recently. This has led many fundamental-based investors to suggest that things have gotten ahead of themselves. Some have even suggested AI is already in a bubble. But wh...

10 Lessons from Warren Buffett's Annual Letter | Munger, Apple and the Challenges of Scale

10 Lessons from Warren Buffett's Annual Letter | Munger, Apple and the Challenges of Scale

Warren Buffett recently released his 2024 annual letter. And this one was a particularly notable one since it was the first since the passing of Charlie Munger. Buffett wrote a beautiful tribute to Mu...