In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformance of small cap and value…
Tag: Excess Returns Podcast
A Data Driven Case for a Continued Rally with Warren Pies
In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half…
Passive Investing, Inflation and the Bifurcated Economy with Mike Green
In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares insights from recent academic research supporting…
Show Us Your Portfolio: Eric Crittenden
In our latest episode of Show Us Your Portfolio, we speak with Standpoint’s Eric Crittenden. Eric discusses the all-weather approach he uses to construct his personal portfolio. He emphasizes maximizing…
The Benefits of a Simple Investment Approach with Rick Ferri
In this episode of Excess Returns, we sit down with Rick Ferri to discuss a wide range of investing topics. We explore the concept of investing with simplicity, the importance…
Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman
In this episode of Excess Returns, we sit down with Simeon Hyman, Global Investment Strategist at ProShares, for a wide-ranging discussion on the current state of the economy, inflation, the…
Investing in India's Huge Growth Potential with Anupam Ghose
In this episode of Excess Returns, we sit down with Anupam Ghose, co-founder of System2 Advisors and sub-advisor to the Simplify Tara India Opportunities ETF. We discuss the Indian economy,…
Redefining Moat Investing with Yuri Khodjamirian
In this episode of Excess Returns, we talk Moat investing with Yuri Khodjamirian, CIO of Tema ETFs. We discuss his unique approach to identifying companies with durable competitive advantages and…
Inside the Berkshire Hathaway Annual Meeting with Adam Mead
In this episode of Excess Returns, we sit down with Adam Mead, founder of Mead Capital Management and author of the Complete Financial History of Berkshire Hathaway. We discuss the…
Show Us Your Portfolio: Jared Dillian
In this episode of Show Us Your Portfolio, Jared Dillian, author of the investment newsletter The Daily Dirt Nap and the book “No Worries: How to Live a Stress-Free Financial…