Episodes

A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride
Excess ReturnsFebruary 13, 2025x
302
00:49:4245.52 MB

A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride

In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time...

Practical Lessons from Jim Paulsen
Two Quants and a Financial Planner February 10, 202501:05:5760.39 MB

Practical Lessons from Jim Paulsen

In this episode, Matt and Jack break down key insights from our interview with market strategist Jim Paulsen. Paulsen offers unique perspectives on how markets have evolved over his 40-year career, f...

Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran
Excess ReturnsFebruary 07, 2025x
301
01:05:1459.72 MB

Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran

In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify's PINK healthcare ETF, for a fascinating discussion about how he mansges his personal portfolio. Dra...

Tariffs, Bear Markets and the Hidden Knowledge Worker Recession | Dave Nadig and Jason Buck
Excess ReturnsFebruary 05, 202501:04:2759.01 MB

Tariffs, Bear Markets and the Hidden Knowledge Worker Recession | Dave Nadig and Jason Buck

Welcome to Click Beta - where three market professionals cut through the financial clickbait to have real conversations about what matters. In this premiere episode, hosts Matt Zigler, Jason Buck, a...

Bear Markets, Trade Wars and the Knowledge Worker Recession
Click BetaFebruary 05, 2025x
1
01:03:3958.29 MB

Bear Markets, Trade Wars and the Knowledge Worker Recession

Welcome to Click Beta - where three market professionals cut through the financial clickbait to have real conversations about what matters. In this premiere episode, hosts Matt Zigler, Jason Buck, a...

Practical Lessons from Jason Buck
Two Quants and a Financial Planner February 03, 2025x
102
00:48:3644.5 MB

Practical Lessons from Jason Buck

In this episode, Jack and Matt dive deep into their conversation with Jason Buck about building truly robust investment portfolios that can withstand any market environment. Moving beyond the typical...

Introducing Click Beta
Click BetaFebruary 01, 202500:00:54859.18 KB

Introducing Click Beta

A futurist, a hedge fund manager, and a financial planner walk into a (virtual) bar, each carrying an investing topic the others don't know in advance. Add in some of the sharpest minds in financ...

Timeless Lessons from History's Best Traders | Jack Schwager
Excess ReturnsJanuary 30, 2025x
300
01:07:4362.01 MB

Timeless Lessons from History's Best Traders | Jack Schwager

Market Wizards author Jack Schwager returns for another fascinating conversation about trading psychology, risk management, and lessons learned from interviewing the world's top traders. In this...

Practical Lessons from Cliff Asness
Excess ReturnsJanuary 27, 202500:57:2952.63 MB

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 humo...