Episodes

Practical Alternatives to the 60-40 Portfolio
Two Quants and a Financial Planner July 22, 2024x
74
01:01:3356.35 MB

Practical Alternatives to the 60-40 Portfolio

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 de...

The Case for a Continued Rally with Warren Pies
Excess ReturnsJuly 18, 2024x
272
00:56:0751.39 MB

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, discu...

The OPEX Effect: July 2024 | Inside What is Driving This Weird Market
The OPEX EffectJuly 16, 2024x
10
01:15:1068.83 MB

The OPEX Effect: July 2024 | Inside What is Driving This Weird Market

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 e...

Eight Things We Learned from Our Interview with Mike Green | Practical Takeaways for Investors
Two Quants and a Financial Planner July 15, 2024x
73
01:07:4462.01 MB

Eight Things We Learned from Our Interview with Mike Green | Practical Takeaways for Investors

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 in...

Passive Investing, Inflation and the Bifurcated Economy with Mike Green
Excess ReturnsJuly 11, 2024x
271
00:58:4153.73 MB

Passive Investing, Inflation and the Bifurcated Economy 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 hi...

Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History
Excess ReturnsJuly 08, 202401:05:0659.61 MB

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

In this episode from our sister podcast Two Quants and a Financial Planner, we dive into the key lessons we took from our recent conversation with Rick Ferrii on Excess Returns. If you enjoy the ...

Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration
Two Quants and a Financial Planner July 08, 2024x
72
01:04:0458.66 MB

Our Biggest Takeaways from the First Half of 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 wa...

A Tour of the Macroeconomic Landscape with Bob Elliott
Excess ReturnsJuly 03, 2024x
270
00:54:3549.99 MB

A Tour of the Macroeconomic Landscape 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...

Lessons From Our Interview with Rick Ferri | The Benefits of Simplicity
Two Quants and a Financial Planner July 01, 2024x
71
01:04:3759.17 MB

Lessons From Our Interview with Rick Ferri | The Benefits of Simplicity

In this episode, we dive into the key lessons from our recent conversation with Rick Ferri on the Excess Returns podcast. We explore Rick's approach to simple, low-cost investing and discuss how ...