Generative AI, the technology behind ChatGPT, is probably the most rapidly developing technology we have ever seen. In this episode, we dig deep into it and its potential impact on…
Tag: Excess Returns Podcast
100+ Great Investors Share Their Most Important Investing Lesson
We have now conducted over 100 interviews on Excess Returns. At the end of all of them, we have asked the same closing question: Based on your experience in markets…
Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds
This episode is the first part II our Show Us Your Portfolio series. When we originally spoke to Larry Swedroe, we were very intrigued by his use of illiquid alternatives…
Value, Momentum and Launching ETFs with Wes Gray
In this episode, we are joined by Wes Gray, founder of Alpha Architect and ETF Architect. We cover his biggest lessons from growing the businesses from a startup to over…
The Enduring Legacy of Charlie Munger with Lawrence Cunningham
In this episode, we discuss the incredible life and investing career of Charlie Munger with George Washington Professor Lawrence Cunningham. Lawrence in one of the world’s leading experts on Berkshire…
Lessons From a Legendary Fund Manager with Joel Tillinghast
In this episode, we speak with Joel Tillinghast, who will retire as the manager of the Fidelity Low-Priced Stock Fund at the end of this year. Joel managed the fund…
⚙️ How Popular Market Indexes Are Constructed with Athanasios Psarofagis
Most investors reference the returns of popular indexes frequently. But most also do not understand the details of how those indexes are constructed. In this episode, we take a deep…
🚈 From Quant Investing to Venture Capital with Jim O'Shaughnessy
In this episode we bring back one of our most popular guests. We speak with O’Shaughnessy Ventures founder Jim O’Shaughnessy about his transition from a factor investor to a venture…
The OPEX Effect: November Update
In our latest episode of the OPEX Effect, we discuss the upcoming November options expiration and what Brent is seeing in options markets leading into it. We also talk about…
An Inside Look at the Quality and Low Volatility Factors
Value and momentum might be the most popular factors with investors, but quality and low volatility also have significant research supporting them. In this episode we take a detailed look…