In this episode we are joined by Harley Bassman, Managing Partner at Simplify ETFs. Harley’s work on convexity and how to utilize it in portfolios earned him the nickname the…
Tag: Featured
A Common Sense Approach to Markets with Ben Carlson
In this episode we talk with Ben Carlson, author of the popular A Wealth of Common Sense blog and Director of Institutional Asset Management at Ritholtz Wealth Management. We discuss…
Show Us Your Portfolio: Ben Hunt
When we started Show Us Your Portfolio, we assumed there would be one major requirement for each interview – a portfolio. But it turns out one of the most interesting…
Knowing When to Change Your Investment Process
By Jack Forehand, CFA, CFP® (@practicalquant) — We all know that having a sound process is crucial to investing success. Finding something that works over the long-term and adhering to it through the…
Talking Trend Following with Original Turtle Trader Jerry Parker
In this episode, we talk Trend Following with Chesapeake Capital founder Jerry Parker. We talk about his participation in Richard Dennis’ famous turtle trading program and what he learned from…
Humbling the Forecasters & Learning Lessons
By Justin Carbonneau (@jjcarbonneau) — As we roll into year-end, the prediction business is about to pick up steam. Business channels and investing columns will soon be filled with lists…
Show Us Your Portfolio: Ryan Kirlin
In our first nine episodes of Show Us Your Portfolio, we spoke to some great investors and looked at some really interesting investment approaches. But one thing we noticed about…
Revisiting the Case Against Value Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — I have always been a big believer in value investing. The idea of buying companies at discounted prices has always resonated with me. And the fact…
Show Us Your Portfolio: Rob Arnott
In this episode we speak with Research Affiliates founder Rob Arnott about how he manages his personal portfolio. We talk about how Rob thinks about the role of both bonds…
Three Lessons From Andrew Beer
By Jack Forehand, CFA, CFP® (@practicalquant) — When we started the Excess Returns podcast, our primary goal was to learn. We wanted to help listeners to the podcast learn. But we also wanted…