In this episode, we speak with Essentia Analytics founder Clare Flynn Levy. Essentia has developed software to evaluate investment managers and help them improve as investors. We discuss what Clare…
Tag: Excess Returns Podcast
Show Us Your Portfolio: Gary Antonacci
In this episode, we speak with Optimal Momentum founder and author of “Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk” Gary Antonacci about the process he…
Narrative as an Investing Factor with Ben Hunt
Narratives are everywhere in the investing world. They influence what we think as investors. They also influence the decisions we make. Behind the scenes, there is a science to how…
Show Us Your Portfolio: Adam Butler
In this episode we speak with ReSolve Asset Management CIO Adam Butler about how he manages his personal portfolio. We discuss how Adam builds a portfolio of uncorrelated return streams…
Finding Great Growth Companies with David Rolfe
In this episode, we talk growth investing with Wedgewood Partners Chief Investment Officer David Rolfe. We discuss the characteristics of great growth companies and the details of their process to…
What Investors Need to Know About Emerging Market Debt with VanEck's Eric Fine
In this episode, we take a deep dive into emerging market debt with VanEck’s Eric Fine. We discuss Eric’s unique background that led him to the emerging market space and…
Investing in Companies That Put Shareholders First with Joseph Boskovich
In this episode, we speak with Old West’s Joseph Boskovich about their process for uncovering companies that focus on adding value for their shareholders. We discuss thy key criteria they…
Building a Six Factor Model Using Intangible Value with Kai Wu
In this episode, we speak with Sparkline Capital founder Kai Wu about his excellent recent paper “Intangible Value: A Sixth Factor”. We discuss his research on the importance of intangible…
Factor Investing for Retirement with DFA's Mathieu Pellerin
In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu…
Show Us Your Portfolio: Larry Swedroe
In our latest episode of Show Us Your Portfolio, we speak with Buckingham Strategic Wealth’s Larry Swedroe. Larry has dedicated his career to educating investors and has written more books…