Excess Returns Podcasts

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Practical Alternatives to the 60-40 Portfolio | Building Robust Multi-Asset Class Strategies

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
Excess ReturnsJuly 18, 202400:56:08

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
The OPEX EffectJuly 16, 202401:15:11

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...

Practical Lessons from Mike Green

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
Excess ReturnsJuly 11, 202400:58:42

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

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
Excess ReturnsJuly 03, 202400:54:36

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 Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History

Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History

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
Show Us Your PortfolioJune 27, 202401:04:06

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

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
Excess ReturnsJune 20, 202400:57:34

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
The OPEX EffectJune 18, 202401:11:06

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

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
Excess ReturnsJune 13, 202400:47:44

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

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...

MLP and Energy Infrastructure Investing with Greg Reid
Excess ReturnsMay 30, 202400:57:50

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

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...

Systematic Value Investing | Tobias Carlisle and Wes Gray | PNL For a Purpose
PNL For a PurposeMay 10, 202400:57:26

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
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 Soft Landing Fallacy | Cem Karsan and Andy Constan | PNL For A Purpose
PNL For a PurposeMay 01, 202400:58:07

The Soft Landing Fallacy | 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...