Podcast Episodes
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Electricity Is the New Oil | Rob Thummel on the Energy Opportunity from the AI Boom
Season 1 Episode 361
In this episode of Excess Returns, we’re joined by Rob Thummel of Tortoise Capital to discuss the critical intersection of energy and technology. Rob…
8 months ago
The Expensive Truth About Cheap Investing | Bogumil Baranowski
Season 1 Episode 360
In this episode of Excess Returns, Matt Zeigler sits down with investor and author Bogumil Baranowski to discuss one of investing’s most important mi…
8 months ago
Evidence Based Factor Investing | Matt Zenz
Season 1 Episode 359
In this episode of Excess Returns, we sit down with Matt Zenz of Longview Research Partners to explore factor investing, evidence-based strategies, a…
8 months ago
A Volatility Masterclass | Timeless Lessons from 30 Year Options Trader Noel Smith
Season 1 Episode 358
In this episode of Excess Returns, we’re joined by Noel Smith, co-founder and CIO of Convex Asset Management. Noel shares his unique journey from bio…
8 months ago
A Practical Guide to Market Valuation with Ben Carlson
Season 1 Episode 357
In this episode, we sit down with Ben Carlson of Ritholtz Wealth Management and A Wealth of Common Sense to talk about market valuations, the rise of…
8 months, 1 week ago
The New Valuation Regime | Jim Paulsen on Confidence, Inflation and the Coming Market Supports
In this episode, we sit down with Jim Paulsen to analyze the latest economic and market data through his lens of decades of market experience. Jim sh…
8 months, 1 week ago
Finding the Next Great Tech Compounders | John Tinsman
Season 1 Episode 356
In this episode of Excess Returns, we sit down with John Tinsman, portfolio manager of the AOT Growth and Innovation ETF (AOTG). John shares how his …
8 months, 1 week ago
Finding Decade-Long Compounders with Joseph Shaposhnik
Season 1 Episode 355
In this episode of Excess Returns, we sit down with Joseph Shaposhnik, founder of Rainwater Equity and former star portfolio manager at TCW. Joseph s…
8 months, 2 weeks ago
The Average Return That Never Comes | Sam Ro on 10 Stock Market Truths Investors Get Wrong
Season 1 Episode 354
In this episode of Excess Returns, we sit down with Sam Ro to revisit his widely read post “10 Stock Market Truths” and explore how each principle ho…
8 months, 2 weeks ago
Exceptionalism Is Ending. New Winners Are Rising | Olga Bitel on the $2 Trillion Opportunity
Season 1 Episode 353
In this episode, William Blair Global Strategist Olga Bitel joins us to unpack her “Perpetual Growth Machine” framework and what it means for investo…
8 months, 3 weeks ago