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Tag: Featured

The Next Chapter for Inflation with Cullen Roche
2 years ago
The Next Chapter for Inflation with Cullen Roche

With inflation off its highs, but still elevated relative to the Fed’s target, there are differing opinions on where we go from here. In this episode, Discipline Funds founder Cullen…

The Two Sides of Risk | And How to Manage It
2 years ago
The Two Sides of Risk | And How to Manage It

We all know risk in investing when we see it. But defining it can be a much bigger challenge. In this episode, we work through the concept of risk from…

Cem Karsan on the "No Landing" Scenario 🛫
2 years ago
Cem Karsan on the "No Landing" Scenario 🛫

In this episode, our most popular guest returns for his third appearance on Excess Returns. We talk with Kai Volatility founder Cem Karsan about a wide range of topics, including…

Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
2 years ago
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds

Private equity, private credit and private real estate have traditionally been areas that are reserved for large investors and institutions. But new fund structures are beginning to change that. The…

Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira
2 years ago
Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira

Those of us that invest using factors have been taught that there needs to be a reason why they work. We have been taught that for their excess returns to…

Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More
2 years ago
Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More

In our first “Fact of Fiction” episode, we tackle some of the questions we have been asked or have seen out in the world recently. We discuss whether stocks and…

Show Us Your Portfolio: Katie Stockton
2 years ago
Show Us Your Portfolio: Katie Stockton

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…

The Key Criteria to Look at When Evaluating Active ETFs
2 years ago
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
2 years ago
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
2 years ago
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…

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Recent Original Research
September 16, 2025
Ten Top Dividend Growth Stocks – September 2025
Dividend growth stocks form a cornerstone of long-term wealth building, offering investors a dual benefit: dependable income streams and capital appreciation potential. These investments target companies that demonstrate commitment to shareholders by regularly increasing their dividend payments...
September 14, 2025
Ten High Insider Ownership Stocks Passing the Strategies...
When executives and board members maintain substantial ownership in their companies, it establishes a strong convergence between their interests and those of external shareholders. This mutual financial commitment motivates leadership to focus on building lasting value rather...
September 12, 2025
Why Monthly Rebalancing is Key to Unlocking the...
Momentum investing has long been one of the most robust and persistent factors in financial markets. Decades of academic research show that stocks with strong recent performance and improving fundamentals often continue to outperform, at least for...
September 8, 2025
Ten High G Score Growth Stocks
Investing in growth companies presents unique challenges, as many fail to fulfill their promised potential. To address this issue, Professor Partha Mohanram developed the G-Score in 2005—a methodical evaluation system designed specifically for growth stocks that complements...
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