Podcast Episodes

Finding Great GARP Stocks with David Giroux

Season 1 Episode 324

David Giroux, CIO and Head of Investment Strategy at T. Rowe Price Investment Management, has achieved something rare in investing—beating his Morningstar peer group for 17 consecutive years. In this…

Published on 6 months, 2 weeks ago

The $9 Trillion Risk | Rupert Mitchell on the Unwind of US Dominance - And What Comes After It

Season 1 Episode 323

In this episode of Excess Returns, Matt Zeigler sits down with Rupert Mitchell—founder of Blind Squirrel Macro—for an insightful, opinionated, and often humorous discussion on global market dynamics,…

Published on 6 months, 2 weeks ago

Inside a Top Quant's Playbook | Joe Gubler on the Hidden Drivers of Alpha

Season 1 Episode 322

🎙️ Inside Causeway’s Quant Playbook | Joe Gubler on Factor Innovation, Risk, and Portfolio Design

In this episode of Excess Returns, we sit down with Joe Gubler, Director of Quantitative Research at C…

Published on 6 months, 3 weeks ago

Big Decline. Big Rally. What the Charts Tell Us About What Comes Next | Katie Stockton

Season 1 Episode 321

In this episode of Excess Returns, we welcome back Katie Stockton, founder and managing partner of Fairlead Strategies, for a deep dive into the current state of the market through the lens of techni…

Published on 6 months, 3 weeks ago

The Stimulus Deception | Rob Arnott Explains What Economists Are Getting Wrong

Season 1 Episode 320

In this episode of Excess Returns, we welcome back Research Affiliates founder Rob Arnott to explore his provocative research challenging mainstream economic assumptions. Rob walks us through why gov…

Published on 6 months, 3 weeks ago

The Hidden Logic of Options | Put-Call Parity Explained with Legos

In this episode of Teach Me Like I'm 5, options expert Kris Abdelmessih breaks down one of the most foundational—and misunderstood—concepts in options trading: put-call parity. Using Lego analogies, …

Published on 6 months, 4 weeks ago

Too Much Google, Tesla, Nvidia? | Wes Gray & Sri Narayan Explain a Smarter Way Out

Season 1 Episode 319

In this episode of Excess Returns, we dive deep into one of the most complex and pressing issues facing successful investors today: what to do with concentrated stock positions. Whether from employee…

Published on 7 months ago

The Fourth Turning Is Now | Neil Howe on the Coming Financial Reset and Who Rebuilds What’s Broken

What does it mean to come of age during chaos—and how does that shape the generations who must lead us through it? In this thought-provoking episode of Rabbit Hole, Dave Nadig speaks with Neil Howe—a…

Published on 7 months, 1 week ago

What Investors Get Wrong About Trade Wars | Kai Wu

Season 1 Episode 318

In this episode of Excess Returns, Kai Wu of Sparkline Capital returns to break down his latest research piece, Investing Amid Trade Wars. Using over two dozen insightful visuals, Kai explores how in…

Published on 7 months, 1 week ago

The Retail Rally Trap | Kris Sidial on Market Fragility and the Risks of Buy the Dip

Season 1 Episode 317

In this episode, Kris Sidial joins Jack Forehand and Brent Kochuba to break down the mechanics of tail risk hedging, why most volatility strategies fail, and how his team approaches dislocations in t…

Published on 7 months, 3 weeks ago