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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…
1 year 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…
1 year 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…
1 year 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…
1 year 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 …
1 year 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…
1 year 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…
1 year 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…
1 year, 1 month 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…
1 year, 1 month 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 …
1 year, 1 month ago