Whenever we are confronted with a bear market, we all want to figure out how it will play out. We want to know how big the decline will be. We…
Tag: Excess Returns Podcast
Excess Returns, Ep. 18: Interview: Value Investing with Tobias Carlisle
In this week’s Excess Returns, we are trying something new. In addition to our regular episodes, we have decided to periodically talk to some of the people we respect most…
Excess Returns, Ep. 17: The Importance of Challenging Your Own Beliefs
Confirmation bias is one of the most damaging biases in investing. All of us want to be right. We all want to think that opinions that disagree with ours don’t…
Excess Returns, Ep. 16: Looking at Different Ways to Manage Risk
There are many ways to manage risk in a portfolio. Traditional methods like blending stocks with bonds will work for most investors, but more creative methods can also make sense…
Excess Returns, Ep. 15: Some Thoughts on Market Panics
The argument that investors should stay the course during market declines is an easy one to make. It also in most cases is the correct one, since figuring out when…