There is an interesting dichotomy in the growth investing space in that growth stocks as a whole tend to underperform the market over time, but the best performing individual stocks…
Tag: Excess Returns Podcast
Six Lessons We Learned While Navigating the Market in 2021
2021 has been a really interesting year for markets. In this episode we talk about the biggest lessons we learned from the year, and from the post pandemic period in…
10 Lessons From Our 5 Most Popular Podcasts of 2021 - Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, Tobias Carlisle
Our goal when we started the Excess Returns podcast was to hopefully use the platform to help educate investors, and to learn ourselves in the process. Initially, we didn’t have…
Our Five Most Popular Podcasts of 2021
By Jack Forehand, CFA, CFP® (@practicalquant) — Our goal when we started the Excess Returns podcast was to hopefully use the platform to help educate investors, and to learn ourselves in the process.…
Michael Mauboussin on Valuation, Base Rates and Expectations Investing
Michael Mauboussin is one of the most insightful long-term thinkers in the investing world. For decades, his research has taken deep dives into markets, valuation and how we can all…
Inflation, Factors & Stock Returns with O’Shaughnessy Asset Management’s Ehren Stanhope
In this episode, we speak with O’Shaughnessy Asset Management’s Ehren Stanhope about his excellent research paper “The Great Inflation, Factors, and Stock Returns.” We discuss the history of inflation and…
Andrew Thrasher Schools Two Value Guys on Technical Analysis and Forecasting Volatility Tsunamis
In this episode we take a deep dive into technical analysis with Andrew Thrasher, founder of Thrasher Analytics and portfolio manager at the Financial Enhancement Group. We look at the…
Lu Zhang On The Evolution of Asset Pricing Models And His First Principles Approach to Improve Them
Asset pricing models have evolved significantly over the past several decades. From the Capital Asset Pricing Model to Fama and French’s 3 Factor Model to their more recent 5 and…
An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert
We are currently in a very interesting time for investors. We have experienced a run in equities following the 2020 decline that many did not think was possible. We have…
Sheridan Titman On His Seminal Paper on Momentum Investing and What He Has Learned Since
Momentum was a factor that many academics were very reluctant to embrace. Our guest this week, Sheridan Titman, helped to change that with his 1993 paper “Returns to Buying Winners…