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Excess Returns · Investment

Excess Returns

We take complex investing topics and make them understandable for everyday investors. Subscribe to get new interviews every week with great investors and deep dives into topics like macroeconomics, value investing, factor investing, and more.

Episodes

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Show Us Your Portfolio: Phil Huber

11 Aug 2022
52m
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Constructing an Intangible Asset Based Value Strategy with Kai Wu

04 Aug 2022
54m
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What is the One Lesson You Would Teach the Average Investor? Ten Great Investors Tell Us

28 Jul 2022
27m
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Value Investing, Compounding and Lifelong Learning with Gautam Baid

25 Jul 2022
48m
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Finding Opportunity in the Technology Stock Storm with Robert Cantwell and Lars Cianciolo

20 Jul 2022
59m
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Option Dealer Flows, Inflation and Investing in a Changing World | Cem Karsan

15 Jul 2022
1h 14m
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Investing in a World of Low Expected Returns with AQR's Antti Ilmanen

12 Jul 2022
58m
AI processed

Low expected returns in traditional asset classes necessitate a shift toward systematic investment strategies and increased patience. Current market valuations for stocks and bonds, while slightly improved, remain historically low, challenging the viability of traditional 60-40 portfolios. Antti Ilmanen, Principal at A...

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The Average Investor's Guide to the Current Bear Market

01 Jul 2022
39m
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The Case for Long-Term Value Investing with Jim Cullen

28 Jun 2022
47m
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Six Experts Help You Understand Momentum Investing

21 Jun 2022
24m
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Show Us Your Portfolio: Wes Gray | Alpha Architect Founder on How He Manages His Own Money

14 Jun 2022
1h 6m
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Everything Investors Need to Know About Risk Parity with Adam Butler

07 Jun 2022
1h 21m
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Systematic Global Macro Investing with GMO’s Martin Emery

02 Jun 2022
38m
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How Value Investors Can Use Momentum

31 May 2022
17m
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What Investors Need to Know About the Impact of Options on the Stock Market with Brent Kochuba

24 May 2022
53m
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Harnessing Empirical Finance in Long-Term Investing Strategies with Dimensional’s Savina Rizova

19 May 2022
1h 8m
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Mike Green | The Dangers of the Rise of Passive Investing

12 May 2022
1h 4m
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Navigating Bull and Bear Markets Using Trend Following

09 May 2022
22m
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Ten of the Biggest Financial Mistakes Investors Make – And How To Avoid Them – With Peter Lazaroff

05 May 2022
56m
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Show Us Your Portfolio: Meb Faber | How the Cambria Founder Manages His Own Money

26 Apr 2022
1h 13m
Page 17

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