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…
The Case for an AI Bubble with Doug Clinton
…he has been running, what AI might mean for the future of investing and a lot more. 🖥️ Watch on YouTube 🎧 Subscribe on Apple Podcasts 👂 Subscribe on Spotify…
10 Lessons From Warren Buffett's Annual Letter
…beautiful tribute to Munger in the letter and as is always the case also shared many timeless investing lessons. In this episode, we share our biggest takeaways from the letter…
Lessons from Financial History | Mark Higgins
…joined by the perfect person to help us do that. We speak with Mark Higgins, author of “Investing in U.S. Financial History: Understanding the Past to Forecast the Future.” We…
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…
David Einhorn Says the Market is Broken | We Debate Whether He is Right
…it. We discuss how the rise of passive investing has changed the market, how that impacts fundamental investing and some potential changes fundamental investors can make to deal with the…
Has Passive Investing Broken the Market? | Mike Green
…the basis for his assertion is based on the work of Simplify’s Mike Green, who has been warning investors about the dangers of passive investing for many years. In this…
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…
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…