In this episode of Excess Returns, host Matt Zeigler is joined by Lindsey Bell, Chief Market Strategist of Clearnomics, and Shannon Saccocia, Chief Investment Officer of Wealth at Neuberger Berman.…
Tag: Excess Returns Podcast
The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession
In this episode of Excess Returns, Justin and Matt welcome back investment strategist Mike Green for an in-depth conversation about the current state of markets, economic trends, and geopolitical developments.…
Investors Made These Costly Mistakes in 2024 - Here is How You Can Avoid Them | Larry Swedroe
In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations…
A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride
In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them…
Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran
In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify’s PINK healthcare ETF, for a fascinating discussion about how he mansges his personal portfolio.…
Timeless Lessons from History's Best Traders | Jack Schwager
Market Wizards author Jack Schwager returns for another fascinating conversation about trading psychology, risk management, and lessons learned from interviewing the world’s top traders. In this wide-ranging discussion, Schwager shares…
Busting 50 Years of Investing Myths | Rob Arnott
In this episode of Excess Returns, Jack Forehand and special guest host Perth Tolle sit down with Rob Arnott, founder of Research Affiliates and pioneer of fundamental indexing. Rob discusses…
Building Intelligent Alpha Portfolios with ChatGPT | Doug Clinton
In this episode of Excess Returns, we sit down with Doug Clinton of Intelligent Alpha to explore the fascinating intersection of AI and investment strategy. We discussed how Doug is…
Beyond the Magnificent Seven | Liz Ann Sonders on Markets, Cycles & Investing
In this episode of Excess Returns, we sit down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a wide-ranging discussion about markets, the economy, and investing. We…
Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives
In this episode of “Two Quants and a Financial Planner,” we explore key insights from our previous conversations with Larry Swedroe, one of investing’s most evidence-based thinkers. Through a series…