There has been a lot going on in the options world that is impacting the stock market. The use of 0DTE (0 days to expiration) options has risen dramatically in…
Tag: Excess Returns Podcast
Replicating Hedge Funds, Lessons from Bridgewater and the Outlook for Inflation with Bob Elliott
In this episode, we speak with Unlimited Funds founder Bob Elliott. We discuss the general landscape of the hedge fund industry including the strategies hedge funds employ, whether they add…
Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton
Finding companies that can sustain persistent growth over long periods of time can lead to exceptional returns. Those of us who have witnessed the returns of the great technology companies…
Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina
In this episode, we speak with Northern Trust’s Peter Mladina. Peter has published extensive research in the areas of both financial planning and factor investing. We discuss his work in…
Show Us Your Portfolio: Mike Green
In this episode we talk to Simplify Asset Management’s Mike Green about how he manages his personal portfolio. We discuss Mike’s macro-based approach and how he has implemented it using…
Talking Technical Analysis with Katie Stockton
In this episode we talk technical analysis with Fairlead Strategies founder Katie Stockton. As fundamental investors, this one was a great learning experience for us as we covered a wide…
Inside the High Yield Debt Market with Rajay Bagaria
In this episode, we talk high yield debt investing with Rajay Bagaria, CIO of Wasserstein Debt Opportunities and author of “High Yield Debt: An Insider’s Guide to the Marketplace.” We…
Factor Investing in Under the Radar Markets with Chris Covington
In this episode, we talk factor investing with AJO Vista Head of Investments Chris Covington. We discuss their unique approach to factor investing and how they apply it to less…
A Deep Dive into Custom and Direct Indexing with Ehren Stanhope
Direct Indexing has experienced rapid growth in recent years. Falling transaction costs and improving technology has allowed more and more investors to deploy an index-based strategy by owning the underlying…
Building an Inflation Fighting Portfolio With Dave Schassler
With inflation returning after being dormant for decades, many investors have had a renewed interest in adding inflation fighting assets to their portfolios. But figuring out how to do that…