Excess Returns
Broken Data. Hidden Opportunity | GMO's Warren Chiang on Deep Value’s Historic Setup
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 refined traditional value investing to adapt to an ...
The Hidden Risk Markets Are Missing | Peter Atwater
In this episode of Excess Returns, Matt Zeigler sits down with Peter Atwater—President of Financial Insyghts, author of The Confidence Map, and expert on decision-making under uncertainty. Peter lays ...
$66 Billion. 17 Straight Outperforming Years | The Overlooked Strategy David Giroux Used To Do It
David Giroux, CIO and Head of Investment Strategy at T. Rowe Price Investment Management, has achieved something rare in investing—beating his Morningstar peer group for 17 consecutive years. In this ...
The $9 Trillion Risk | Rupert Mitchell on What Follows US Dominance
In this episode of Excess Returns, Matt Zeigler sits down with Rupert Mitchell—founder of Blind Squirrel Macro—for an insightful, opinionated, and often humorous discussion on global market dynamics, ...