In this episode of Excess Returns, we speak with Jeff Muhlenkamp, portfolio manager at Muhlenkamp and Company. We discuss Jeff’s views on inflation, the likelihood of a recession, and the…
Tag: Excess Returns Podcast
The Case for Value Investing with Tobias Carlisle
David Einhorn recently said that he thinks fundamental investing is broken. If he is right, there would certainly be significant long-term implications for value investing. We explored Einhorn’s case in…
Value Investing, Inflation and Expected Returns with Rob Arnott
In this episode, Research Affiliates founder Rob Arnott returns for his third appearance on Excess Returns. We cover a wide range of topics, including inflation, the struggles of value investing,…
The Case for an AI Bubble with Doug Clinton
AI stocks have seen a big run recently. This has led many fundamental-based investors to suggest that things have gotten ahead of themselves. Some have even suggested AI is already…
Lessons from Financial History | Mark Higgins
There have been many significant events in the economy and stock market over the past several years. We have had inflation. We have had bank failures. We have had a…
Investing in the Future of Healthcare with Mike Taylor 💊
In this episode, we are joined by Mike Taylor, manager of the Simplify Health Care ETF (PINK). Mike is one of the best health care investors out there and has…
Has Passive Investing Broken the Market? | Mike Green
David Einhorn said in a recent podcast interview that he feels that the market is broken. He has made significant changes to his investment approach as a result. Much of…
The Next Chapter for Inflation with Cullen Roche
With inflation off its highs, but still elevated relative to the Fed’s target, there are differing opinions on where we go from here. In this episode, Discipline Funds founder Cullen…
Cem Karsan on the "No Landing" Scenario 🛫
In this episode, our most popular guest returns for his third appearance on Excess Returns. We talk with Kai Volatility founder Cem Karsan about a wide range of topics, including…
Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira
Those of us that invest using factors have been taught that there needs to be a reason why they work. We have been taught that for their excess returns to…