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Timeless Lessons from a Trend Following Legend | Jerry Parker
Season 1 Episode 366
In this episode of Excess Returns, Jerry Parker joins us for a deep dive into the philosophy and practice of trend following. As one of the original …
5 months, 2 weeks ago
The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on Finding the Next Great Compounders
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https://open.spotify.com/show/5IsVVM27KWP6SUW6KN2ife
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https://podcasts.apple.com/us/podcast/the-100-year…
5 months, 2 weeks ago
Investing in a Debasement Regime | Warren Pies
Season 1 Episode 365
Warren Pies joins Excess Returns to discuss why he believes we’ve entered a “Debasement Regime,” what that means for investors, and how it differs fr…
5 months, 2 weeks ago
The Four Pillars of Macro - And What They Say About This Market | Andy Constan
Season 1 Episode 364
Andy Constan returns to Excess Returns to break down today’s macro environment using his Four-Pillar Framework — growth, inflation, risk premia, and …
5 months, 2 weeks ago
What a Global Regime Change Means for Investors | Julian Brigden
Season 1 Episode 363
In this episode of Excess Returns, macro strategist Julian Brigden of MI2 Partners joins the show to break down today’s volatile market landscape. Br…
5 months, 3 weeks ago
Big Rally. First Sell Signal Since April | Katie Stockton on What the Charts Say Could Come Next
Season 1 Episode 362
Katie Stockton, founder and managing partner at Fairlead Strategies, joins us for her quarterly technical outlook on markets, sectors, and asset clas…
5 months, 3 weeks ago
Electricity Is the New Oil | Rob Thummel on the Energy Opportunity from the AI Boom
Season 1 Episode 361
In this episode of Excess Returns, we’re joined by Rob Thummel of Tortoise Capital to discuss the critical intersection of energy and technology. Rob…
5 months, 3 weeks ago
The Expensive Truth About Cheap Investing | Bogumil Baranowski
Season 1 Episode 360
In this episode of Excess Returns, Matt Zeigler sits down with investor and author Bogumil Baranowski to discuss one of investing’s most important mi…
5 months, 3 weeks ago
Evidence Based Factor Investing | Matt Zenz
Season 1 Episode 359
In this episode of Excess Returns, we sit down with Matt Zenz of Longview Research Partners to explore factor investing, evidence-based strategies, a…
5 months, 3 weeks ago
A Volatility Masterclass | Timeless Lessons from 30 Year Options Trader Noel Smith
Season 1 Episode 358
In this episode of Excess Returns, we’re joined by Noel Smith, co-founder and CIO of Convex Asset Management. Noel shares his unique journey from bio…
5 months, 3 weeks ago