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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 principle…
6 months, 3 weeks 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 mea…
6 months, 4 weeks 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…
7 months 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 w…
7 months 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 …
7 months 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 …
7 months, 1 week 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 shar…
7 months, 1 week 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 strategie…
7 months, 1 week 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 persona…
7 months, 2 weeks ago
64% Never Escape Level Four | Nick Maggiulli on Climbing the Wealth Ladder
Season 1 Episode 342
In this episode of Excess Returns, Matt Zeigler sits down with Nick Maggiulli — author of Just Keep Buying and his new book The Wealth Ladder. Nick s…
7 months, 2 weeks ago