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,…
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The Enduring Appeal of Dividend Aristocrats
In the realm of investing, Dividend Aristocrats hold a special place. These are companies not just known for their robust financial health but also for their exceptional commitment to returning…
Eight Fundamental Reasons Warren Buffett Should Still Like Apple
For billionaire investor Warren Buffett, one stock has continued to play a pivotal role in his investment strategy over the years. It has also become his largest position by a…
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…
10 Lessons From Warren Buffett's Annual Letter
Warren Buffett recently released his 2024 annual letter. And this one was a particularly notable one since it was the first since the passing of Charlie Munger. Buffett wrote a…
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…
Ten Simple Lessons from Fama and French
Academic research can seem inaccessible for many investors. But behind all the complicated concepts and formulas are usually some simple core lessons that all investors can benefit from. In this…
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…
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.…