Many investors think that the best way to maximum their spending rate in retirement is to invest in the asset classes with the highest long-term returns. And that is true…
Tag: Excess Returns Podcast
Constructing a Crypto Index with Jeremy Schwartz and Michael Batnick
Many crypto investors tend to build their own portfolios and focus on the major coins like Bitcoin and Ethereum. But the crypto space is much more than that. Trying to…
Breaking Down the Russia Ukraine Conflict with Epsilon Theory’s Ben Hunt
The Russian Ukraine conflict has been a challenging one for many of us to understand. In this episode, we speak with Ben Hunt of Epsilon Theory to help us understand…
Ten Great Investors Share the One Lesson They Would Teach the Average Investor
When we started Excess Returns, we stayed away from having a standard closing question for guests because we couldn’t come up with one that summed up the knowledge of our…
Dual Momentum Investing with Gary Antonacci
In this episode, we speak with Gary Antonacci about his Dual Momentum investing approach. We look at both absolute and relative momentum individually, and the pros and cons of the…
Gamma, Vanna, Charm and the Impact of Options on the Stock Market with Jason DeLorenzo
While many investors are likely familiar with options, their impact on the stock market is much less understood. When an investor buys an option, it can kick off a series…
Systematic Macro Investing with 42 Macro Founder Darius Dale
Many investors see macro forecasting as a process about making bold binary predictions about the future of the economy and the market. Those predictions can gets lots of press when…
An Inside Look at the GameStop Story and the Revolution That Wasn't With Spencer Jakab
The GameStop short squeeze in early 2021 was the talk of the investing world. It had all the parts of a great story. It had some investors making massive profits,…
Motley Fool Founder David Gardner on Finding Rule Breaking Growth Stocks
This week we are joined by David Gardner, founder of the Motley Fool. We discuss his unique Rule Breaker approach to finding long-term growth investments and the criteria that the…
Some Thoughts on the Recent Market Decline
With the market experiencing its first correction in a while, we thought it would be interesting to look at some behind the scenes data we found interesting about the recent…