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…
Author: Validea
The S&P 500 Is Highly Concentrated | Should You Be Worried?
The top ten companies in the S&P 500 currently represent 35% of the index. Some market pundits have talked about that being a significant risk factor for the market going…
Show Us Your Portfolio: Bob Elliott 🔍
In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses to manage his personal portfolio.…
David Einhorn Says the Market is Broken | We Debate Whether He is Right
In a recent appearance on the Masters in Business podcast, David Einhorn claimed that the stock market is broken. He discussed how he has adjusted his strategy to reflect his…
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 Intentional Investor | Justin Castelli
In our Show Us Your Portfolio series, we have take a deep dive into the investment strategies of many great investors. But one thing we noticed was missing from those…
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…
The Two Sides of Risk | And How to Manage It
We all know risk in investing when we see it. But defining it can be a much bigger challenge. In this episode, we work through the concept of risk from…
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…
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
Private equity, private credit and private real estate have traditionally been areas that are reserved for large investors and institutions. But new fund structures are beginning to change that. The…