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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
October 14, 2025
Ten Top Dividend Aristocrats
The S&P 500 Dividend Aristocrats represent an exclusive collection of under 70 enterprises that have delivered rising dividend distributions for a minimum of 25 straight years spanning multiple industries. This unbroken record of dividend growth demonstrates strong...
October 2, 2025
Ten Top Warren Buffett Stocks
Warren Buffett's approach to investing centers on a lesson refined across many years: purchasing excellent companies at reasonable prices beats buying average ones at steep discounts. He seeks businesses with lasting competitive strengths—what he calls "economic moats"—capable...
September 30, 2025
Ten Top Wide Moat Stocks – September 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats offer attractive prospects for long-term investment success. These firms possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational excellence, or unique...
September 27, 2025
Ten Top Peter Lynch Stocks – September 2025
Peter Lynch ranks as one of history's most renowned investment managers, turning Fidelity's Magellan Fund from a small $18 million fund into a massive $14 billion investment vehicle between 1977 and 1990. During this period, he achieved...
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