Excess Returns
He Invented the 4% Rule. He Now Believes Retirees Can Withdraw 5% | Bill Bengen Explains Why
Bill Bengen, the creator of the 4% rule, joins us to revisit one of the most important ideas in financial planning and retirement research. In this conversation, he explains the origins of the 4% rule...
The Mag Seven is Spending. China is Winning | Rupert Mitchell on the Coming Regime Change
For transcripts, episode summaries and more, follow up on Substack https://excessreturnspod.substack.com/ Rupert Mitchell of Blind Squirrel Macro joins Matt Zeigler to talk global markets, China’s res...
You're Falling in Love with the Story | Richard Bernstein on Why You Won't Like the Ending
In this episode, we are joined by Richard Bernstein, CIO and CEO of Richard Bernstein Advisors. We discuss why this is one of the most speculative market environments he has seen in his 40-year career...
99.9% Focus on the Wrong Question | Victor Haghani on Why Static Allocation Fails
In this episode, we sit down with Victor Haghani, founder of Elm Wealth and one of the original partners at LTCM, to explore his journey from running complex hedge fund strategies to adopting a simpli...