Podcast Episodes
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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 …
1 year, 10 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 …
1 year, 10 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 …
1 year, 10 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 Liv…
1 year, 11 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, …
1 year, 11 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 le…
1 year, 11 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 implicatio…
1 year, 11 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, includin…
2 years 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 ha…
2 years 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…
2 years ago