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…
Tag: Excess Returns Podcast
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…
The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu
In this episode of Excess Returns, we sit down with Kai Wu, founder of Sparkline Capital, for a fascinating discussion about intangible value investing and its global applications. Kai shares…
Value Investing in a High Intangible Intensity World | Jacob Pozharny
In this episode of Excess Returns, hosts Jack Forehand and Justin Carbonneau sit down with Jacob Pozharny, partner at Bridgeway Capital Management, to explore the increasingly important role of intangible…
Dispelling Big Investing Myths | Dan Rasmussen
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.…
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…