Podcast Episodes
Back to Search
99.9% Focus on the Wrong Question | Victor Haghani on Why Static Allocation Fails
Season 1 Episode 379
In this episode, we sit down with Victor Haghani, founder of Elm Wealth and one of the original partners at LTCM, to explore his journey from running…
7 months ago
The Case for Permanently Higher Market Valuations | Jim Paulsen
Subscribe on Apple Podcsasts
https://podcasts.apple.com/us/podcast/the-jim-paulsen-show/id1828054999
Subscribe on Spotify
https://open.spotify.com/sh…
7 months ago
The Liquidity Trap Door | Cem Karsan on Why We Are Likely in a Bubble, It Could Get Bigger, And What Pops It
Season 1 Episode 378
Follow us on Substack
https://excessreturnspod.substack.com
In this episode, Cem Karsan returns to Excess Returns to break down the market through the …
7 months, 1 week ago
The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet
Season 1 Episode 377
Kai Wu of Sparkline Capital joins Excess Returns to discuss his paper Surviving the AI CapEx Boom. In this episode, Kai breaks down the unprecedented…
7 months, 1 week ago
The Inflation Risk Investors Miss | Nancy Davis
Season 1 Episode 376
In this episode of Excess Returns, we speak with Nancy Davis, founder and CIO of Quadratic Capital Management and the mind behind the innovative fixe…
7 months, 1 week ago
The 40 CAPE Conundrum | Meb Faber on What High Valuations Mean for Markets
Season 1 Episode 375
In this episode of Excess Returns, Meb Faber joins the show to discuss valuations, diversification, trend following, value investing, and the evoluti…
7 months, 1 week ago
Everyone Feared Recession. His Data Said Otherwise | US Bank CIO Eric Freedman on What It Says Now
Season 1 Episode 374
Eric Freedman, Chief Investment Officer at US Bank Wealth, joins Excess Returns to discuss markets, the economy and his investment process. Freedman …
7 months, 1 week ago
Most Never Escape Stage 3 | Rick Ferri on the Education of an Index Investor
Season 1 Episode 373
In this episode of Excess Returns, we welcome back Rick Ferri, founder of Ferri Investment Solutions and host of the Bogleheads on Investing podcast.…
7 months, 1 week ago
Investing in a Liquidity Dominated Market | Remi Tetot
Season 1 Episode 372
In this episode of Excess Returns, Matt Zeigler talks with macro strategist and author Remi Tetot, known as “The Mad King.” They explore how liquidit…
7 months, 2 weeks ago
The 4% That Drive All Returns | Larry Swedroe on What You're Getting Wrong About the S&P 500
Season 1 Episode 371
In this episode of Excess Returns, Larry Swedroe returns to discuss the biggest risks and opportunities facing investors today. From tariffs and immi…
7 months, 2 weeks ago