Podcast Episodes
Back to Search
The Most Misunderstood Bull Market Ever | Jim Paulsen
Season 1 Episode 291
In this episode of Excess Returns, we sit down with veteran investment strategist Jim Paulsen to discuss the current market landscape and economic outlook. Paulsen, author of Paulson Perspectives on …
Published on 1 year, 1 month ago
Bigger Extremes, Better Returns | Cliff Asness on the "Less Efficient Market Hypothesis"
Season 1 Episode 290
In this episode of Excess Returns, we sit down with AQR founder Cliff Asness for a fascinating discussion about market efficiency, behavioral finance, and the future of quantitative investing. In thi…
Published on 1 year, 1 month ago
Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt
Season 1 Episode 289
In this episode of Excess Returns, Matt Zeigler is joined by Ben Hunt and Grant Williams for a candid discussion of the 2024 post-election landscape and its implications for markets. The guests explo…
Published on 1 year, 1 month ago
Making Money from Market Chaos | Inside the Volatility World with Kris Sidial
Season 1 Episode 288
In this episode of Excess Returns, Jack Forehand and special guest host Brent Kochuba dive deep into the world of long volatility and tail risk strategies with Kris Sidial, founder of the Ambrus Grou…
Published on 1 year, 1 month ago
A Deep Dive into Micro-Cap Investing | Ian Cassel
Season 1 Episode 287
In this episode of Excess Returns, we sit down with Ian Cassel, founder of MicroCap Club and Intelligent Fanatics Capital Management. We explore the fascinating world of microcap investing, where Ian…
Published on 1 year, 1 month ago
The Practical Implications of the Rise of Passive Investing | Mike Green
Season 1 Episode 286
In this episode, we are joined by Simplify Asset Management's Mike Green. We build on our previous episodes with Mike where we discussed his research on the impact of passive investing on the market …
Published on 1 year, 2 months ago
An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe
Season 1 Episode 285
In this episode of Excess Returns, we sit down with Larry Swedroe to tackle some of the most pressing issues in investing today. We dive deep into topics that are on many investors' minds, including:…
Published on 1 year, 2 months ago
15 Ways to Lose Money in Markets | Ben Carlson
Season 1 Episode 284
In this episode of Excess Returns, we sit down with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth and author of the popular investing blog "A Wealth of Common Sense." We …
Published on 1 year, 2 months ago
Investing in a Flows Driven World | Cem Karsan
Season 1 Episode 283
In this episode of Excess Returns, we welcome back Cem Karsan of Kai Volatility Advisors for an in-depth discussion on the current state of markets and the global economy. We explore: - How geopolit…
Published on 1 year, 2 months ago
What Investors Can Learn from a Year-Long Trading Experiment | Brent Donnelly
Season 1 Episode 282
In this episode, Matt sits down with Brent Donnelly, author of "50 Trades in 50 Weeks: One Year of Good Ideas, Dumb Mistakes, and Timeless Trading Lessons". Brent spent close to a year conducting a …
Published on 1 year, 3 months ago