In this episode of Excess Returns, we speak with Greg Reid, President of Real Assets at Westwood Group Holdings and lead portfolio manager for their $2 billion energy investment team.…
Tag: Excess Returns
Navigating the Islands of Macro with Andy Constan
In this episode we are joined by Andy Constan, founder of Damped Spring Advisors. We discuss his outlook on the current economic landscape, why he left “higher for longer” island,…
Show Us Your Portfolio: Wes Gray
In this episode of Show Us Your Portfolio we speak with Alpha Architect founder Wes Gray. We discuss the three principles he uses to build his personal portfolio and take…
Is the Market Rigged in Favor of Insiders? We Talk to Wharton Professor Daniel Taylor to Find Out
There is a perception many have that the market is rigged in favor of corporate insiders. And there is certainly justification for that perception. In this episode we take an…
Worried About the Future of the 60-40 Portfolio? We Look at Some Alternatives
The 60-40 portfolio has been a solid long-term performer for investors. It has worked in bull markets. It has also held up well in deflationary shocks. But with expected returns…
Is Value Investing Dead? (Ep. 56)
Value investing has struggled for over a decade now. Although no one will dispute that fact, there are significant disagreements about whether this is just another of the long periods…