Skip to content
Validea's Guru Investor Blog
  • Featured
    • Recent Posts
    • Popular Posts
    • Jack Forehand
    • Justin Carbonneau
  • Validea
    • Model Portfolios
    • ETF Portfolios
    • Factor Report
    • Guru Analysis
    • Guru Stock Screener
    • ETF Factor Report
    • ETF Factor Screener
  • Money Management
    • Validea Capital
    • Free Assessment

Tag: Excess Returns Podcast

The Essential Lesson: 50 Great Investors Share the One Thing They Would Teach You
3 months ago
The Essential Lesson: 50 Great Investors Share the One Thing They Would Teach You

When we started Excess Returns, we wanted to come up with one way to boil down the best advice from the experts we have interviewed into one simple question. That…

Behind the Madoff Scandal with a Trader on the Inside | Andrew Cohen
3 months ago
Behind the Madoff Scandal with a Trader on the Inside | Andrew Cohen

In this episode of Excess Returns, Matt Zeigler sits down with Andrew Cohen, who shares his extraordinary journey from Goldman Sachs trader to working directly with Bernie Madoff, and ultimately…

The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing
3 months ago
The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing

Join hosts Matt Zeigler and Justin Carbonneau as they sit down with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. In this insightful conversation, Rich shares his…

Tariffs vs. Resilient Economy : Jim Paulsen on Who Wins
3 months ago
Tariffs vs. Resilient Economy : Jim Paulsen on Who Wins

In this episode of Excess Returns, we are joined by Jim Paulsen of Paulsen Perspectives. We unpack the complexities of tariffs, Federal Reserve policies, and investor psychology amidst a turbulent…

100 Baggers Leave Fingerprints: Chris Mayer on How to Find Them
3 months ago
100 Baggers Leave Fingerprints: Chris Mayer on How to Find Them

In this episode of Excess Returns, Matt Zeigler is joined by special co-host Bogumil Baranowski to sit down with Chris Mayer. As the author of the acclaimed book 100 Baggers:…

The Fastest Market Selloff Since 2020: Rick Ferri on Tactics to Survive and Thrive
3 months ago
The Fastest Market Selloff Since 2020: Rick Ferri on Tactics to Survive and Thrive

In this episode, we are joined by Rick Ferri, a renowned advocate for low-cost, evidence-based investing. With the market in the midst of a significant selloff, it was a great…

We’re Headed to Recession Island | Will the Trump and Powell Puts Save Us? | Andy Constan
3 months ago
We’re Headed to Recession Island | Will the Trump and Powell Puts Save Us? | Andy Constan

In this episode, we dive into the current economic landscape and its implications for investors with Andy Constan, founder of Damped Spring Advisors. Andy shares his expert analysis on the…

Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia
4 months ago
Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia

In this episode of Excess Returns, host Matt Zeigler is joined by Lindsey Bell, Chief Market Strategist of Clearnomics, and Shannon Saccocia, Chief Investment Officer of Wealth at Neuberger Berman.…

The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession
4 months ago
The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession

In this episode of Excess Returns, Justin and Matt welcome back investment strategist Mike Green for an in-depth conversation about the current state of markets, economic trends, and geopolitical developments.…

Investors Made These Costly Mistakes in 2024 - Here is How You Can Avoid Them | Larry Swedroe
4 months ago
Investors Made These Costly Mistakes in 2024 - Here is How You Can Avoid Them | Larry Swedroe

In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations…

Posts navigation

1 2 … 30
Recent Original Research
July 3, 2025
Ten Top Dividend Aristocrats
The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend...
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
Validea's Guru Investor Blog
Sign up for our newsletter

Get Validea’s FREE Guru Investor weekly email & research updates.

Facebook-f
Twitter
Linkedin

© Copyright 2020 Validea. All Rights Reserved