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When You've Won the Game, Stop Playing | What Great Investors Taught Us About Portfolio and Purpose
Subscribe to Two Quants and a Financial Planner on Spotify
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In this episode, we explore one of …
6 months, 1 week ago
When Safe Becomes the Most Dangerous | The 100-Year Thinkers on AI, Staples and How Words Mislead
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In this episode of the 100 Year Thinkers, Matt Zeigler and Bo…
6 months, 1 week ago
The Global Regime Change | Jason Hsu on AI, Factor Investing and What Investors Miss About China
Season 1 Episode 420
In this episode of Excess Returns, Jason Hsu returns for a wide-ranging conversation on China’s economy, the global AI race, emerging markets, factor…
6 months, 1 week ago
When the Data Stops Working | Cameron Dawson and Dave Nadig on What Aggregate Economic Numbers Hide
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In this episode of Click Beta, Matt Zeigler sits down with Cameron Dawson …
6 months, 1 week ago
This Only Happens in Markets Down 30% | Brent Kochuba on the Rotation Indexes Hide
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In this episode of The Opex Effect, Jack and Brent break down th…
6 months, 2 weeks ago
Investing in a Fourth Turning | Neil Howe and Ben Hunt on Inflation, Trust and What Comes Next
Season 1 Episode 419
In this episode of Excess Returns, we sit down with Neil Howe, author of The Fourth Turning Is Here and co-creator of the Fourth Turning generational…
6 months, 2 weeks ago
You Can't Eat Risk-Adjusted Returns | AQR's Pete Hecht on Portable Alpha's Capital Efficient Edge
Season 1 Episode 418
In this episode of Excess Returns, we sit down with Pete Hecht of AQR to break down portable alpha, capital efficient portfolio construction, and how…
6 months, 2 weeks ago
46% of the S&P 500 is One AI Bet | Kai Wu on Why It’s Likely the Wrong One
Season 1 Episode 417
In this episode of Excess Returns, Kai Wu of Sparkline Capital returns to discuss his latest research on AI adoption, ROI, and what it all means for …
6 months, 2 weeks ago
It’s Only a Question of When | Nir Kaissar on AI, Private Credit and the Regime Shift Investors Miss
Season 1 Episode 416
In this episode of Excess Returns, we sit down with Bloomberg Opinion columnist Nir Kaissar for a wide-ranging conversation on markets, AI, interest …
6 months, 3 weeks ago
$70 Billion. 18 Straight Outperforming Years | David Giroux on the Index Trap and AI Hype
Season 1 Episode 415
David Giroux, CIO of T. Rowe Price and manager of the Capital Appreciation strategy, joins Excess Returns for a wide ranging discussion on market val…
6 months, 3 weeks ago