Episodes
He Invented the 4% Rule | Bill Bengen on Why He Now Thinks 5% Works
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 Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin
In this episode, we kick off our book project, The Most Important Investing Lesson: What the World’s Best Investors Would Teach You, with a deep dive into the ideas of Michael Mauboussin. We explore h...
The Most Underutilized Concept in Investing | Four Lessons from Michael Mauboussin
In this episode, we kick off our book project, "The Most Important Investing Lesson: What the World’s Best Investors Would Teach You", with a deep dive into the ideas of Michael Mauboussin. We explore...
The Bull Market You Don’t Want to Believe | Rupert Mitchell on China vs. the Mag Seven
Rupert Mitchell of Blind Squirrel Macro joins Matt Zeigler to talk global markets, China’s resurgence, the AI CapEx boom, and where investors can still find value in a concentrated, overvalued U.S. ma...
The Most Extreme Speculation in 40 Years | Richard Bernstein on What It Means for Markets
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...
The Case for Permanently Higher Market Valuations | Jim Paulsen
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The Case for Permanently Higher Market Valuations | Jim Paulsen
In this episode, Jim Paulsen returns to dive deep into market valuations, why the traditional valuation range may have permanently shifted higher, and how shifts in recession frequency, liquidity, inn...
The Liquidity Trap Door | Cem Karsan on Why We Are Likely in a Bubble, It Could Get Bigger, And What Pops It
In this episode, Cem Karsan returns to Excess Returns to break down the market through the lens of liquidity, reflexivity, and options-driven market structure. We cover why he believes we are in a bub...