Podcast Episodes

Corey Hoffstein and Ben Hunt | PNL For a Purpose

On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we…

Published on 1 year, 7 months ago

Mike Green and Mike Taylor | PNL For a Purpose

On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we…

Published on 1 year, 7 months ago

Cem Karsan and Andy Constan | PNL For A Purpose

Season 1 Episode 263

On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we…

Published on 1 year, 7 months ago

Show Us Your Portfolio: Jared Dillian

Season 1 Episode 262

In this episode of Show Us Your Portfolio, Jared Dillian, author of the investment newsletter The Daily Dirt Nap and the book "No Worries: How to Live a Stress-Free Financial Life," discusses his per…

Published on 1 year, 8 months ago

Evaluating the Macro Landscape and Finding Great Companies with Jeff Muhlenkamp

Season 1 Episode 261

In this episode of Excess Returns, we speak with Jeff Muhlenkamp, portfolio manager at Muhlenkamp and Company. We discuss Jeff's views on inflation, the likelihood of a recession, and the possibility…

Published on 1 year, 8 months ago

Navigating the Islands of Macro with Andy Constan

Season 1 Episode 260

In this episode we are joined by Andy Constan, founder of Damped Spring Advisors. We discuss his outlook on the current economic landscape, why he left "higher for longer" island, inflation, the Fed'…

Published on 1 year, 8 months ago

The Case for Value Investing with Tobias Carlisle

Season 1 Episode 259

David Einhorn recently said that he thinks fundamental investing is broken. If he is right, there would certainly be significant long-term implications for value investing. We explored Einhorn's case…

Published on 1 year, 8 months ago

Value Investing, Inflation and Expected Returns with Rob Arnott

Season 1 Episode 258

In this episode, Research Affiliates founder Rob Arnott returns for his third appearance on Excess Returns. We cover a wide range of topics, including inflation, the struggles of value investing, exp…

Published on 1 year, 9 months ago

The AI Bubble Thesis with Doug Clinton

Season 1 Episode 257

AI stocks have seen a big run recently. This has led many fundamental-based investors to suggest that things have gotten ahead of themselves. Some have even suggested AI is already in a bubble. But w…

Published on 1 year, 9 months ago

Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins

Season 1 Episode 255

There have been many significant events in the economy and stock market over the past several years. We have had inflation. We have had bank failures. We have had a pandemic. We have even had a poten…

Published on 1 year, 9 months ago