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Record Valuations. Hidden Opportunity | Tobias Carlisle on Finding Value in an Expensive Market
Season 1 Episode 345
In this episode of Excess Returns, we welcome back Tobias Carlisle — author, host of Value After Hours, and manager of the Acquirers Funds. Toby shar…
9 months, 2 weeks ago
Momentum is Everything | Leigh Drogen on Building Lasting Strategies in Crypto
Season 1 Episode 344
In this episode, we sit down with Leigh Drogen of StarKiller Capital, alongside guest co-host Kai Wu, for a deep dive into crypto investing strategie…
9 months, 2 weeks ago
Show Us Your Portfolio: Aswath Damodaran
Season 1 Episode 343
How Aswath Damodaran Manages His Own Portfolio | Show Us Your Portfolio
In this episode of our Show Us Your Portfolio series, we go inside the persona…
9 months, 3 weeks ago
64% Never Escape Level Four | Nick Maggiulli on Climbing the Wealth Ladder
Season 1 Episode 342
In this episode of Excess Returns, Matt Zeigler sits down with Nick Maggiulli — author of Just Keep Buying and his new book The Wealth Ladder. Nick s…
9 months, 3 weeks ago
What Really Drove Buffett’s Success | Kai Wu on Berkshire's Intangible Edge
Season 1 Episode 341
In this episode of Excess Returns, we’re joined by Kai Wu of Sparkline Capital to explore one of the most important and overlooked aspects of Warren …
10 months ago
The Seven Rules of Wall Street | Sam Stovall
Season 1 Episode 340
📈 In this episode of Excess Returns, we’re joined by Sam Stovall, Chief Investment Strategist at CFRA and author of The Seven Rules of Wall Street. W…
10 months ago
The 100 Year Pivot | Navigating a Changing Market with Grant Williams
Season 1 Episode 339
In this episode of Excess Returns, Matt Zeigler sits down with Grant Williams for a wide-ranging conversation on what he calls the “Hundred Year Pivo…
10 months ago
The Bubble No One Can Sell | Dan Rasmussen on the Private Equity Trap
Season 1 Episode 338
In this episode of Excess Returns, Justin and special guest host Kai Wu of Sparkline Capital are joined by Verdad’s Dan Rasmussen for a deep dive int…
10 months, 1 week ago
Darius Dale on the Fourth Turning, Fiscal Dominance, and the Case for a Melt-Up
Season 1 Episode 337
Macro strategist Darius Dale returns to Excess Returns with a deep dive into the seismic shifts shaping markets today. From the implications of the F…
10 months, 1 week ago
The Risks of the Rise of Passive Investing | Mike Green
Season 1 Episode 336
In this episode of Excess Returns, Mike Green returns to dissect the structural transformation underway in public markets due to the rise of passive …
10 months, 1 week ago