In our latest episode of Show Us Your Portfolio, we are joined by Fairlead Strategies founder Katie Stockton. We discuss how Katie thinks about managing her personal portfolio and the…
Tag: Featured
The Key Criteria to Look at When Evaluating Active ETFs
Active ETFs have grown exponentially in recent years, especially in the equity space. One of the big benefits of that for investors in more investment strategies to choose from. The…
Show Us Your Portfolio: Andrew Beer
In this episode, we speak with DBi founder Andrew Beer about his approach to managing his personal portfolio. We discuss how Andrew looks at his portfolio in the context of…
Lessons from Launching (and Shutting Down) a Small-Cap Value ETF
In this episode, we walk through our experience of launching a small-cap value ETF in 2014, running it for 6 years and then shutting it down in 2020. We look…
High Conviction Value Investing with Chris Davis
In this episode, we are privileged to be joined by Chris Davis, Chairman and Portfolio Manager of Davis Advisors. Chris has built an outstanding long-term record as a value investor…
Lessons from the Rise and Fall (And Rise Again?) of ARK 🔥
Technology booms can lead to massive change in our society. They can also lead to huge profits for investors who invest in them. But those huge gains can also be…
What Generative AI Means for Investors with Adam Butler
Generative AI, the technology behind ChatGPT, is probably the most rapidly developing technology we have ever seen. In this episode, we dig deep into it and its potential impact on…
Nine Investing and Life Lessons From 2023
2023 was a very interesting year in markets. The pessimism many investors had at the beginning of the year turned out to be unfounded as markets produced well above average…
100+ Great Investors Share Their Most Important Investing Lesson
We have now conducted over 100 interviews on Excess Returns. At the end of all of them, we have asked the same closing question: Based on your experience in markets…
Our 2024 Market Forecast | And Why You Shouldn't Listen to It
Forecast season is once again upon is. It is the time of year where many market strategists will tell us where the S&P 500 will end 2024 and do it…