Excess Returns Podcasts
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- Excess Returns
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Busting 50 Years of Investing Myths | Rob Arnott
In this episode of Excess Returns, Jack Forehand and special guest host Perth Tolle sit down with Rob Arnott, founder of Research Affiliates and pioneer of fundamental indexing. Rob discusses his thou...
Practical Lessons from Cliff Asness
In this episode, Jack Forehand and Matt Zeigler discuss their fascinating interview with AQR founder Cliff Asness. They explore several key topics from their conversation, including: Cliff's humorous ...
Building an Intelligent Alpha ETF with ChatGPT | Doug Clinton
In this episode of Excess Returns, we sit down with Doug Clinton of Intelligent Alpha to explore the fascinating intersection of AI and investment strategy. We discussed how Doug is using large langua...
The Calm Before the Storm? | The Warning Signs Inside the Options Market
Join Brent Kochuba and Jack Forehand as they analyze the current market landscape and what options flows tell us about potential volatility ahead. The duo dives deep into why the market may be underpr...
Practical Lessons from Warren Buffett
In this episode of "Two Quants and a Financial Planner," we break down some of Warren Buffett's most important investing lessons and life wisdom through a series of interview clips and annual meeting ...
Beyond the Magnificent Seven | Liz Ann Sonders on Markets, Cycles & Investing
In this episode of Excess Returns, we sit down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a wide-ranging discussion about markets, the economy, and investing. We explore ...
Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives
In this episode of "Two Quants and a Financial Planner," we explore key insights from our previous conversations with Larry Swedroe, one of investing's most evidence-based thinkers. Through a series o...
The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu
In this episode of Excess Returns, we sit down with Kai Wu, founder of Sparkline Capital, for a fascinating discussion about intangible value investing and its global applications. Kai shares his expe...
The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time
We're back with our annual predictions episode, where we look back at our (surprisingly not terrible) 2024 market calls and make fresh predictions for 2025 (which will likely be very wrong). In this e...
Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny
In this episode of Excess Returns, hosts Jack Forehand and Justin Carbonneau sit down with Jacob Pozharny, partner at Bridgeway Capital Management, to explore the increasingly important role of intang...
Do You Really Need International Diversification? 10 Top Investors Debate
In this episode of "Two Quants and a Financial Planner," we explore one of investing's most debated topics: international diversification. Through clips from 10 different investing experts, we examine...
Inside the Secretive World of Pod Shops | Bob Elliott
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 multi-strategy hedge funds, also known as "pod shops...
Tesla, MicroStrategy and An Inside Look at the Biggest Options Expiration in Market History
Join Brent Kochuba and Jack Forehand as they break down December's historic options expiration - the largest OpEx on record. In this deep-dive episode, they explore: Why this December OpEx is uniquely...
Practical Lessons from Andy Constan | Bridgewater, Macro Pillars and Navigating Deleveragings
Join Matt Zeigler and Jack Forehand as they break down some of the most insightful frameworks from our interviews with macro thinker Andy Constan. Drawing from multiple conversations with Andy, they e...
Dispelling Big Investing Myths | Dan Rasmussen
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 research pieces from the past year. They explore sever...
10 Great Investors Share Their Most Important Lesson
We ask one question at the end of each of our episodes: Based on your experience in markets, if you could teach one lesson to your average investor, what would it be? In this episode, we discuss our f...
Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures
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 managed futures and alternative investment strategies...
Practical Lessons from Ben Carlson
In this episode of Two Quants and a Financial Planner, we explore the timeless investing wisdom of Ben Carlson. We break down several crucial investing concepts, including why investors shouldn't blin...
The Most Misunderstood Bull Market Ever | Jim Paulsen
In this episode of Excess Returns, hosts Jack Forehand and Justin Carbonneau sit down with veteran investment strategist Jim Paulsen to discuss the current market landscape and economic outlook. Pauls...
What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig
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 episode explores how passive investing has transform...
Value Investing in a Less Efficient Market | Cliff Asness
In this episode of Excess Returns, we sit down with AQR founder Cliff Asness for a fascinating discussion about market efficiency, behavioral finance, and the future of quantitative investing. In this...
Six Controversial Investing Takes You Will Probably Disagree With | Excess Returns
In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we've heard on Excess Returns in 2024. From Aswath Damodaran's spicy thoughts on the...
Making Sense of Markets in a Post Election World | Grant Wiliams and Ben Hunt
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 and its implications for markets. The guests explor...
Tesla, Trump and the Return of Meme Mania | Inside the Flows Driving the Post Election Rally
In this episode of The OpEx Effect, we dive deep into the fascinating market dynamics following the recent election and explore the remarkable surge in options trading volume. We break down how Tesla'...
Practical Lessons from Cullen Roche
In this episode, we look at the biggest lessons we have learned from Cullen Roche, one of our most frequent and insightful guests. We cover: "All Duration Investing" - Cullen's framework for matching ...
Making Money from Market Chaos | Inside the Volatility World with Kris Sidial
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 strategies with Kris Sidial, founder of the Ambrus Group...
Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival
In this episode, we sit down for a deep dive into lessons from value investor Tobias Carlisle, exploring several key insights from our conversations with him over the years. In this Halloween-themed e...
Finding the Next Great Micro-Cap Multi-Bagger | Ian Cassel
In this episode of Excess Returns, we sit down with Ian Cassel, founder of MicroCap Club and Intelligent Fanatics Capital Management. We explore the fascinating world of microcap investing, where Ian ...
Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation
In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management. We explore several clips from our interviews where Meb ...
The Practical Implications of the Rise of Passive Investing | Mike Green
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 on the impact of passive investing on the market a...
Practical Lessons from Rob Arnott | Spotting Bubbles Early, Value Investing and the Rise of Passive
In this episode of Two Quants and a Financial Planner, we dive deep into the insights we've gained from our conversations with investing legend Rob Arnott. We explore Rob's unique perspectives on iden...
An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe
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 topics that are on many investors' minds, including: ...
What Everyday Investors Need to Know About Options Flows | Brent Kochuba
In this episode of the OPEX Effect, we take a look behind the scenes at options flows at what is going on in the options market as we head into the election. We cover: - The current options landscape ...
Practical Lessons from Jerry Parker | What Investors Need to Know About Trend Following
In this episode, we dive deep into the world of trend following with legendary trader Jerry Parker. We explore key insights from our previous interviews with Jerry on Excess Returns, discussing his ex...
15 Ways to Lose Money in Markets | Ben Carlson
In this episode of Excess Returns, we sit down with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth and author of the popular investing blog "A Wealth of Common Sense." We d...
Practical Lessons from Guy Spier | Value Investing, Buffett and Munger and Learning from Mistakes
In this episode of Two Quants and a Financial Planner, we dig into the biggest lessons we learned from investing legend Guy Spier. Drawing from our extensive interview with Guy, we explore key insight...