Podcast Episodes

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Busting 50 Years of Investing Myths | Rob Arnott
Busting 50 Years of Investing Myths | Rob Arnott

Season 1 Episode 299

In this episode of Excess Returns, Jack Forehand and special guest host Perth Tolle sit down with Rob Arnott, founder of Research Affiliates and pion…

1 year, 2 months ago

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Building Intelligent Alpha Portfolios with ChatGPT | Doug Clinton
Building Intelligent Alpha Portfolios with ChatGPT | Doug Clinton

Season 1 Episode 298

In this episode of Excess Returns, we sit down with Doug Clinton of Intelligent Alpha to explore the fascinating intersection of AI and investment st…

1 year, 2 months ago

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Beyond the Magnificent Seven: Liz Ann Sonders on Markets, Cycles & Investing
Beyond the Magnificent Seven: Liz Ann Sonders on Markets, Cycles & Investing

Season 1 Episode 297

In this episode of Excess Returns, we sit down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a wide-ranging discussion abo…

1 year, 2 months ago

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The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu
The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu

Season 1 Episode 296

In this episode of Excess Returns, we sit down with Kai Wu, founder of Sparkline Capital, for a fascinating discussion about intangible value investi…

1 year, 2 months ago

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Do You Really Need International Diversification? 10 Top Investors Debate
Do You Really Need International Diversification? 10 Top Investors Debate

In this episode, we explore one of investing's most debated topics: international diversification. Through clips from 10 different investing experts,…

1 year, 2 months ago

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Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny
Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny

Season 1 Episode 295

In this episode of Excess Returns, hosts Jack Forehand and Justin Carbonneau sit down with Jacob Pozharny, partner at Bridgeway Capital Management, t…

1 year, 3 months ago

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Inside the Secretive World of Pod Shops | Bob Elliott
Inside the Secretive World of Pod Shops | Bob Elliott

Season 1 Episode 294

In this episode of Excess Returns, hosts Justin and Matt sit down with Bob Elliott, founder of Unlimited Funds, to explore the fascinating world of m…

1 year, 3 months ago

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Dispelling Big Investing Myths | Dan Rasmussen
Dispelling Big Investing Myths | Dan Rasmussen

Season 1 Episode 293

In this episode of Excess Returns, Jack Forehand and Justin Carbonneau sit down with Dan Rasmussen from Verdad Advisers to discuss his firm's top res…

1 year, 3 months ago

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Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures
Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures

Season 1 Episode 292

In this episode of Excess Returns, hosts Justin and Jack sit down with Andrew Beer of Dynamic Beta Investments to explore the fascinating world of ma…

1 year, 3 months ago

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What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig
What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig

In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig. This e…

1 year, 3 months ago

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