Podcast Episodes

Busting 50 Years of Investing Myths | Rob Arnott

Season 1 Episode 299

In this episode of Excess Returns, Jack Forehand and special guest host Perth Tolle sit down with Rob Arnott, founder of Research Affiliates and pioneer of fundamental indexing. Rob discusses his tho…

Published on 11 months ago

Building Intelligent Alpha Portfolios with ChatGPT | Doug Clinton

Season 1 Episode 298

In this episode of Excess Returns, we sit down with Doug Clinton of Intelligent Alpha to explore the fascinating intersection of AI and investment strategy. We discussed how Doug is using large langu…

Published on 11 months, 1 week ago

Beyond the Magnificent Seven: Liz Ann Sonders on Markets, Cycles & Investing

Season 1 Episode 297

In this episode of Excess Returns, we sit down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a wide-ranging discussion about markets, the economy, and investing. We explore…

Published on 11 months, 2 weeks ago

The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu

Season 1 Episode 296

In this episode of Excess Returns, we sit down with Kai Wu, founder of Sparkline Capital, for a fascinating discussion about intangible value investing and its global applications. Kai shares his exp…

Published on 11 months, 3 weeks ago

Do You Really Need International Diversification? 10 Top Investors Debate

In this episode, we explore one of investing's most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether U.S. investors truly need inte…

Published on 11 months, 3 weeks ago

Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny

Season 1 Episode 295

In this episode of Excess Returns, hosts Jack Forehand and Justin Carbonneau sit down with Jacob Pozharny, partner at Bridgeway Capital Management, to explore the increasingly important role of intan…

Published on 1 year ago

Inside the Secretive World of Pod Shops | Bob Elliott

Season 1 Episode 294

In this episode of Excess Returns, hosts Justin and Matt sit down with Bob Elliott, founder of Unlimited Funds, to explore the fascinating world of multi-strategy hedge funds, also known as "pod shop…

Published on 1 year ago

Dispelling Big Investing Myths | Dan Rasmussen

Season 1 Episode 293

In this episode of Excess Returns, Jack Forehand and Justin Carbonneau sit down with Dan Rasmussen from Verdad Advisers to discuss his firm's top research pieces from the past year. They explore sev…

Published on 1 year ago

Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures

Season 1 Episode 292

In this episode of Excess Returns, hosts Justin and Jack sit down with Andrew Beer of Dynamic Beta Investments to explore the fascinating world of managed futures and alternative investment strategie…

Published on 1 year ago

What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig

In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig. This episode explores how passive investing has transfor…

Published on 1 year ago