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Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle

Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle

In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle.…
A Data Driven Case for a Continued Rally with Warren Pies

A Data Driven Case for a Continued Rally with Warren Pies

In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to…
Passive Investing, Inflation and the Bifurcated Economy with Mike Green

Passive Investing, Inflation and the Bifurcated Economy with Mike Green

In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing…