In this episode of Excess Returns, Jack Forehand and Justin Carbonneau sit down with Dan Rasmussen from Verdad Advisers to discuss his firm’s top research pieces from the past year.…
Tag: Excess Returns Podcast
Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures
In this episode of Excess Returns, hosts Justin and Jack sit down with Andrew Beer of Dynamic Beta Investments to explore the fascinating world of managed futures and alternative investment…
The Most Misunderstood Bull Market Ever | Jim Paulsen
In this episode of Excess Returns, Jack Forehand and Justin Carbonneau sit down with veteran investment strategist Jim Paulsen to discuss the current market landscape and economic outlook. Paulsen, author…
Bigger Extremes, Better Returns | Cliff Asness on the "Less Efficient Market Hypothesis"
In this episode of Excess Returns, we sit down with AQR founder Cliff Asness for a fascinating discussion about market efficiency, behavioral finance, and the future of quantitative investing. In…
Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt
In this special “Emergency Room” episode of Excess Returns, Matt Zeigler is joined by Ben Hunt and Grant Williams for a candid discussion of the 2024 post-election landscape and its…
Making Money from Market Chaos | Inside the Volatility World with Kris Sidial
In this episode of Excess Returns, Jack Forehand and special guest host Brent Kochuba dive deep into the world of long volatility and tail risk strategies with Kris Sidial, founder…
Finding Picassos: How Great Microcaps Become MultiBaggers | Ian Cassel
In this episode of Excess Returns, we sit down with Ian Cassel, founder of MicroCap Club and Intelligent Fanatics Capital Management. We explore the fascinating world of microcap investing, where…
An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe
In this episode of Excess Returns, we sit down with Larry Swedroe to tackle some of the most pressing issues in investing today. We dive deep into topics that are…
15 Ways to Lose Money in Markets | Ben Carlson
In this episode of Excess Returns, we sit down with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth and author of the popular investing blog “A Wealth of…
Investing in a Flows Driven World | Cem Karsan
In this episode of Excess Returns, we welcome back Cem Karsan of Kai Volatility Advisors for an in-depth discussion on the current state of markets and the global economy. We…