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100+ Great Investors Share Their Most Important Investing Lesson
Season 1 Episode 245
We have now conducted over 100 interviews on Excess Returns. At the end of all of them, we have asked the same closing question: Based on your experience in markets and your research, if you could te…
Published on 1 year, 11 months ago
Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds
Season 1 Episode 244
This episode is the first part II our Show Us Your Portfolio series. When we originally spoke to Larry Swedroe, we were very intrigued by his use of illiquid alternatives within his portfolio. But we…
Published on 2 years ago
Value, Momentum and Launching ETFs with Wes Gray
Season 1 Episode 243
In this episode, we are joined by Wes Gray, founder of Alpha Architect and ETF Architect. We cover his biggest lessons from growing the businesses from a startup to over $5 billion in assets. We also…
Published on 2 years ago
Navigating the Factor Zoo with Matthias Hanauer
Season 1 Episode 242
In this episode, we talk factor investing with Robeco's Matthias Hanauer. Matthias has written some excellent research papers on a variety of factor investing topics and we dig into the details behin…
Published on 2 years ago
The Enduring Legacy of Charlie Munger with Lawrence Cunningham
Season 1 Episode 241
In this episode, we discuss the incredible life and investing career of Charlie Munger with George Washington Professor Lawrence Cunningham. Lawrence in one of the world's leading experts on Berkshir…
Published on 2 years ago
Lessons From a Legendary Fund Manager with Joel Tillinghast
Season 1 Episode 240
In this episode, we speak with Joel Tillinghast, who will retire as the manager of the Fidelity Low-Priced Stock Fund at the end of this year. Joel managed the fund for over 30 years and built an imp…
Published on 2 years ago
How Popular Market Indexes Are Constructed with Athanasios Psarofagis
Season 1 Episode 239
Most investors reference the returns of popular indexes frequently. But most also do not understand the details of how those indexes are constructed. In this episode, we take a deep dive into index c…
Published on 2 years, 1 month ago
From Quant Investing to Venture Capital with Jim O'Shaughnessy
Season 1 Episode 238
In this episode we bring back one of our most popular guests. We speak with O'Shaughnessy Ventures founder Jim O'Shaughnessy about his transition from a factor investor to a venture capitalist and w…
Published on 2 years, 1 month ago
Understanding the Changing Macro Landscape with Warren Pies and Fernando Vidal
Season 1 Episode 237
In this episode, we speak with 3Fourteen Research founders Warren Pies and Fernando Vidal. We discuss 3Fourteen’s systematic macro process and how they are using it to analyze the current challenging…
Published on 2 years, 1 month ago
A Deep Dive into Credit Investing with Joe Hegener
Season 1 Episode 236
In this episode, we take an in depth look at the credit market with Asterozoa Capital CIO Joe Hegener. We cover the basics of the credit market, the current state of the market, the potential upcomin…
Published on 2 years, 1 month ago