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What Regular Investors Need to Know About Options Flows | Brent Kochuba
Season 1 Episode 281
In this episode, we dive deep into the world of options and their impact on market dynamics. We start with an "Options Dealer Flows 101" primer, explaining key concepts like delta hedging, gamma, cha…
Published on 1 year, 3 months ago
The Case for a Roaring 2020s | Ed Yardeni
Season 1 Episode 280
In this episode of Excess Returns, we sat down with Ed Yardeni, president of Yardeni Research and YardeniQuickTakes.com. Ed is one of the most accurate and respected Wall Street strategists, and we w…
Published on 1 year, 3 months ago
The Harsh Truth About Investing Edge with Adam Butler
Season 1 Episode 279
In this episode of Excess Returns, we sit down with our good friend Adam Butler, co-founder and Chief Investment Officer of ReSolve Asset Management. We cover a lot of ground, including: The challe…
Published on 1 year, 3 months ago
Value Investing in a Changing World with Aswath Damodaran
Season 1 Episode 278
In this episode of Excess Returns, we sat down with NYU professor Aswath Damodaran to discuss his new book on the corporate life cycle and get his insights on a wide range of investing topics. We cov…
Published on 1 year, 3 months ago
Challenging "Stocks for the Long Run" with Jason Buck
Season 1 Episode 277
In this episode of Excess Returns, we sit down with Jason Buck of Mutiny Funds to examine the idea of stocks for the long run and some potential challenges to it. We discuss: - Why the impressive hi…
Published on 1 year, 4 months ago
The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan
Season 1 Episode 276
In this episode of Excess Returns, we welcome back Andy Constan, founder of DampedSpring . We cover a wide range of topics, including recent market volatility, the broader economic outlook, and Andy'…
Published on 1 year, 4 months ago
Challenging Conventional Investing Beliefs with Meb Faber
Season 1 Episode 275
In this episode of Excess Returns, we sit down with Meb Faber, founder of Cambria Investment Management, to discuss his unconventional views on investing that often go against mainstream opinions. We…
Published on 1 year, 4 months ago
A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau
Season 1 Episode 274
In this episode of Excess Returns, our good friend Matt Ziegler interviews retirement planning expert Wade Pfau. They discuss key concepts in retirement income planning, including the 4% rule, variab…
Published on 1 year, 4 months ago
Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle
Season 1 Episode 273
In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformance of small cap and value stocks, tackle the challe…
Published on 1 year, 5 months ago
The Case for a Continued Rally with Warren Pies
Season 1 Episode 272
In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half of 2024, discu…
Published on 1 year, 5 months ago