Podcast Episodes

The Soft Landing is a Myth: Here's What's Really Going on in the Economy | Cullen Roche

Season 1 Episode 306

Join us for an insightful conversation with Cullen Roche, a renowned financial expert from Discipline Funds, as he breaks down some of the most pressing economic and market topics impacting investors…

Published on 9 months, 1 week ago

Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia

Season 1 Episode 305

In this episode of Excess Returns, Matt Ziegler is joined by Lindsey Bell, Chief Market Strategist of Clearnomics, and Shannon Saccocia, Chief Investment Officer of Wealth at Neuberger Berman. They d…

Published on 9 months, 2 weeks ago

Money Delusions: Barry Ritholtz on the Elusive Definition of Money and How Not to Invest It

Buy Barry's Book

https://amzn.to/3F7APZP

In this initial episode of Rabbithole of our new show Rabbithole, Dave Nadig explores the psychology of money and investing with Barry Ritholtz, author of "How …

Published on 9 months, 2 weeks ago

The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession

Season 1 Episode 304

In this episode of Excess Returns, Justin and Matt welcome back investment strategist Mike Green for an in-depth conversation about the current state of markets, economic trends, and geopolitical dev…

Published on 10 months ago

Nine Timeless Lessons from 2024 | Larry Swedroe

Season 1 Episode 303

In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Drawing from decades of experience, Larry explains why market forecasts consistently fail, why v…

Published on 10 months ago

A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride

Season 1 Episode 302

In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time…

Published on 10 months, 2 weeks ago

Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran

Season 1 Episode 301

In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify's PINK healthcare ETF, for a fascinating discussion about how he mansges his personal portfolio. Drawing…

Published on 10 months, 2 weeks ago

Tariffs, Bear Markets and the Hidden Knowledge Worker Recession | Dave Nadig and Jason Buck

Welcome to Click Beta - where three market professionals cut through the financial clickbait to have real conversations about what matters. In this premiere episode, hosts Matt Zigler, Jason Buck, a…

Published on 10 months, 3 weeks ago

Timeless Lessons from History's Best Traders | Jack Schwager

Season 1 Episode 300

Market Wizards author Jack Schwager returns for another fascinating conversation about trading psychology, risk management, and lessons learned from interviewing the world's top traders. In this wid…

Published on 10 months, 3 weeks ago

Practical Lessons from Cliff Asness

In this episode, Jack Forehand and Matt Zeigler discuss their fascinating interview with AQR founder Cliff Asness. They explore several key topics from their conversation, including: Cliff's humorous…

Published on 11 months ago