Season 1

Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures
Excess ReturnsDecember 05, 202401:07:01

Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures

In this episode of Excess Returns, hosts Justin and Jack sit down with Andrew Beer of Dynamic Beta Investments to explore the fascinating world of managed futures and alternative investment strategie...

The Most Misunderstood Bull Market Ever | Jim Paulsen
Excess ReturnsNovember 27, 202401:05:09

The Most Misunderstood Bull Market Ever | Jim Paulsen

In this episode of Excess Returns, we sit down with veteran investment strategist Jim Paulsen to discuss the current market landscape and economic outlook. Paulsen, author of Paulson Perspectives on ...

Bigger Extremes, Better Returns | Cliff Asness on the "Less Efficient Market Hypothesis"
Excess ReturnsNovember 20, 202401:15:57

Bigger Extremes, Better Returns | Cliff Asness on the "Less Efficient Market Hypothesis"

In this episode of Excess Returns, we sit down with AQR founder Cliff Asness for a fascinating discussion about market efficiency, behavioral finance, and the future of quantitative investing. In thi...

Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt
Excess ReturnsNovember 14, 202401:09:51

Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt

In this episode of Excess Returns, Matt Zeigler is joined by Ben Hunt and Grant Williams for a candid discussion of the 2024 post-election landscape and its implications for markets. The guests explo...