There have been many significant events in the economy and stock market over the past several years. We have had inflation. We have had bank failures. We have had a…
Tag: Excess Returns Podcast
Investing in the Future of Healthcare with Mike Taylor 💊
In this episode, we are joined by Mike Taylor, manager of the Simplify Health Care ETF (PINK). Mike is one of the best health care investors out there and has…
Has Passive Investing Broken the Market? | Mike Green
David Einhorn said in a recent podcast interview that he feels that the market is broken. He has made significant changes to his investment approach as a result. Much of…
The Next Chapter for Inflation with Cullen Roche
With inflation off its highs, but still elevated relative to the Fed’s target, there are differing opinions on where we go from here. In this episode, Discipline Funds founder Cullen…
Cem Karsan on the "No Landing" Scenario 🛫
In this episode, our most popular guest returns for his third appearance on Excess Returns. We talk with Kai Volatility founder Cem Karsan about a wide range of topics, including…
Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira
Those of us that invest using factors have been taught that there needs to be a reason why they work. We have been taught that for their excess returns to…
Show Us Your Portfolio: Katie Stockton
In our latest episode of Show Us Your Portfolio, we are joined by Fairlead Strategies founder Katie Stockton. We discuss how Katie thinks about managing her personal portfolio and the…
High Conviction Value Investing with Chris Davis
In this episode, we are privileged to be joined by Chris Davis, Chairman and Portfolio Manager of Davis Advisors. Chris has built an outstanding long-term record as a value investor…
What Generative AI Means for Investors with Adam Butler
Generative AI, the technology behind ChatGPT, is probably the most rapidly developing technology we have ever seen. In this episode, we dig deep into it and its potential impact on…
100+ Great Investors Share Their Most Important Investing Lesson
We have now conducted over 100 interviews on Excess Returns. At the end of all of them, we have asked the same closing question: Based on your experience in markets…