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Buffett Does It. Most Value Investors Don’t | Robert Hagstrom on the Real Key to Compounding
Season 1 Episode 328
Robert Hagstrom returns to discuss the investing principle he believes most value investors still misunderstand—despite decades of evidence from Warr…
1 year, 2 months ago
Recession Indicators Are Breaking. Inflation Isn’t | Megan Horneman on What Comes Next
Season 1 Episode 327
Megan Horneman: Fragile Optimism, Hidden Inflation Risks, and What Investors Are Missing
In this episode, we’re joined by Megan Horneman, Chief Invest…
1 year, 2 months ago
Broken Data. Hidden Opportunity | GMO's Warren Chiang on Deep Value’s Historic Setup
Season 1 Episode 326
GMO’s Warren Chiang joins us for a deep dive into the art and science of systematic value investing. In this episode, Warren shares how his team has …
1 year, 2 months ago
Blind to Power: The Hidden Investing Risk of Rising Strongmen | Peter Atwater
Season 1 Episode 325
In this episode of Excess Returns, Matt Zeigler sits down with Peter Atwater—President of Financial Insyghts, author of The Confidence Map, and exper…
1 year, 2 months ago
Finding Great GARP Stocks with David Giroux
Season 1 Episode 324
David Giroux, CIO and Head of Investment Strategy at T. Rowe Price Investment Management, has achieved something rare in investing—beating his Mornin…
1 year, 2 months ago
The $9 Trillion Risk | Rupert Mitchell on the Unwind of US Dominance - And What Comes After It
Season 1 Episode 323
In this episode of Excess Returns, Matt Zeigler sits down with Rupert Mitchell—founder of Blind Squirrel Macro—for an insightful, opinionated, and of…
1 year, 2 months ago
Inside a Top Quant's Playbook | Joe Gubler on the Hidden Drivers of Alpha
Season 1 Episode 322
🎙️ Inside Causeway’s Quant Playbook | Joe Gubler on Factor Innovation, Risk, and Portfolio Design
In this episode of Excess Returns, we sit down with …
1 year, 3 months ago
Big Decline. Big Rally. What the Charts Tell Us About What Comes Next | Katie Stockton
Season 1 Episode 321
In this episode of Excess Returns, we welcome back Katie Stockton, founder and managing partner of Fairlead Strategies, for a deep dive into the curr…
1 year, 3 months ago
The Stimulus Deception | Rob Arnott Explains What Economists Are Getting Wrong
Season 1 Episode 320
In this episode of Excess Returns, we welcome back Research Affiliates founder Rob Arnott to explore his provocative research challenging mainstream …
1 year, 3 months ago
The Hidden Logic of Options | Put-Call Parity Explained with Legos
In this episode of Teach Me Like I'm 5, options expert Kris Abdelmessih breaks down one of the most foundational—and misunderstood—concepts in option…
1 year, 3 months ago