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…
Tag: Excess Returns Podcast
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…