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Passive Investing, Inflation and the Bifurcated Economy with Mike Green
Season 1 Episode 271
In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares insights from recent academic research supporting hi…
Published on 1 year, 5 months ago
Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History
In this episode from our sister podcast Two Quants and a Financial Planner, we dive into the key lessons we took from our recent conversation with Rick Ferrii on Excess Returns.
If you enjoy the ep…
Published on 1 year, 5 months ago
A Tour of the Macroeconomic Landscape with Bob Elliott
Season 1 Episode 270
In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topics, including inflation, the Federal Reserve's pol…
Published on 1 year, 5 months ago
Show Us Your Portfolio: Eric Crittenden
Season 1 Episode 269
In our latest episode of Show Us Your Portfolio, we speak with Standpoint's Eric Crittenden. Eric discusses the all weather approach he uses to construct his personal portfoio. He emphasizes maximizi…
Published on 1 year, 6 months ago
The Benefits of a Simple Investment Approach with Rick Ferri
Season 1 Episode 268
In this episode of Excess Returns, we sit down with Rick Ferri to discuss a wide range of investing topics. We explore the concept of investing with simplicity, the importance of asset allocation, an…
Published on 1 year, 6 months ago
Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman
Season 1 Episode 267
In this episode of Excess Returns, we sit down with Simeon Hyman, Global Investment Strategist at ProShares, for a wide-ranging discussion on the current state of the economy, inflation, the Fed, mar…
Published on 1 year, 6 months ago
Investing in India's Huge Future Potential with Anupam Ghose
Season 1 Episode 266
In this episode of Excess Returns, we sit down with Anupam Ghose, co-founder of System2 Advisors and sub-advisor to the Simplify Tara India Opportunities ETF. We discuss the Indian economy, recent po…
Published on 1 year, 6 months ago
Energy Infrastructure Investing with Greg Reid
Season 1 Episode 265
In this episode of Excess Returns, we speak with Greg Reid, President of Real Assets at Westwood Group Holdings and lead portfolio manager for their $2 billion energy investment team. We cover the ou…
Published on 1 year, 6 months ago
Redefining Moat Investing with Yuri Khodjamirian
Season 1 Episode 264
In this episode of Excess Returns, we talk Moat investing with Yuri Khodjamirian, CIO of Tema ETFs. We discuss his unique approach to identifying companies with durable competitive advantages and how…
Published on 1 year, 7 months ago
Inside the Berkshire Hathaway Annual Meeting with Adam Mead
Season 1 Episode 263
In this episode of Excess Returns, we sit down with Adam Mead, founder of Mead Capital Management and author of the Complete Financial History of Berkshire Hathaway. We discuss the recent Berkshire H…
Published on 1 year, 7 months ago