Podcast Episodes

This Hasn't Happened Since 1930 | Eric Pachman on Why the Labor Market is Lying to You

Season 1 Episode 350

In this episode of Excess Returns, we sit down with EricPachman of Bancreek Capital to explore the intersection of data, economics, andinvesting. Eric shares his unique journey from the corporate wor…

Published on 1 day, 3 hours ago

Cole Smead on Deficits, Inflation, and the Erosion of Earnings Quality in Technology Stocks

Season 1 Episode 350

In this episode of Excess Returns, we welcome back Cole Smead of Smead Capital for a wide-ranging conversation on markets, history, and the principles of value investing. Cole shares his perspectives…

Published on 5 days, 3 hours ago

31 Years of Lessons: Northwestern Mutual CIO Brent Schutte on Markets, Cycles, and Diversification

Season 1 Episode 349

In this episode of Excess Returns, we sit down with Brent Schutte, CIO of Northwestern Mutual, to discuss the current macro landscape and what it means for investors. Brent shares his balanced perspe…

Published on 1 week ago

The Hidden Risks of High Income Options Strategies | Shawn Gibson and Eric McArdle

Season 1 Episode 348

In this episode of Excess Returns, we sit down with Shawn Gibson and Eric McArdle of Liquid Strategies to explore the rapidly growing world of option-based ETF strategies. With the rise of covered ca…

Published on 1 week, 2 days ago

Jim Paulsen on Growth, the Fed and the Case for a Broadening Rally

In this episode, Jim Paulsen of Paulsen Perspectives joins us to break down the state of the economy, the Fed’s policy stance, inflation risks, and what’s really happening beneath the surface of the …

Published on 1 week, 3 days ago

Mike Philbrick on Gold, Bitcoin, and Rethinking Diversification Beyond 60/40

Season 1 Episode 347

In this episode of Excess Returns, we sit down with Mike Philbrick of Resolve Asset Management to discuss why the traditional 60/40 portfolio may no longer be enough, the role of “psychological commo…

Published on 1 week, 5 days ago

An Inside Look at Buffer ETFs with Jeff Chang

Season 1 Episode 346

Defined outcome ETFs have exploded in popularity, offering investors a way to combine downside protection with upside participation. In this episode of Excess Returns, we sit down with Jeff Chang of …

Published on 2 weeks, 2 days ago

Record Valuations. Hidden Opportunity | Tobias Carlisle on Finding Value in an Expensive Market

Season 1 Episode 345

In this episode of Excess Returns, we welcome back Tobias Carlisle — author, host of Value After Hours, and manager of the Acquirers Funds. Toby shares his candid perspective on market valuations, va…

Published on 2 weeks, 4 days ago

Momentum is Everything | Leigh Drogen on Building Lasting Strategies in Crypto

Season 1 Episode 344

In this episode, we sit down with Leigh Drogen of StarKiller Capital, alongside guest co-host Kai Wu, for a deep dive into crypto investing strategies, momentum in digital assets, and market-neutral …

Published on 2 weeks, 6 days ago

Show Us Your Portfolio: Aswath Damodaran

Season 1 Episode 343

How Aswath Damodaran Manages His Own Portfolio | Show Us Your Portfolio

In this episode of our Show Us Your Portfolio series, we go inside the personal investing approach of Aswath Damodaran — the “De…

Published on 3 weeks, 2 days ago