Podcast Episodes
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Investing in the Future of Health Care with Mike Taylor
Season 1 Episode 255
In this episode, we are joined by Mike Taylor, manager of the Simplify Health Care ETF (PINK). Mike is one of the best healthcare investors out there…
2 years ago
Show Us Your Portfolio: Bob Elliott
Season 1 Episode 254
In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses t…
2 years, 1 month ago
Has Passive Investing Broken the Market? | Mike Green
Season 1 Episode 253
David Einhorn said in a recent podcast interview that he feels that the market is broken. He has made significant changes to his investment approach …
2 years, 1 month ago
The Next Chapter for Inflation with Cullen Roche
Season 1 Episode 252
With inflation off its highs, but still elevated relative to the Fed's target, there are differing opinions on where we go from here. In this episode…
2 years, 1 month ago
The No Landing Scenario with Cem Karsan
Season 1 Episode 251
In this episode, our most popular guest returns for his third appearance on Excess Returns. We talk with Kai Volatility founder Cem Karsan about a wi…
2 years, 1 month ago
Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira
Season 1 Episode 250
Those of us that invest using factors have been taught that there needs to be a reason why they work. We have been taught that for their excess retur…
2 years, 1 month ago
Show Us Your Portfolio: Katie Stockton
Season 1 Episode 249
In our latest episode of Show Us Your Portfolio, we are joined by Fairlead Strategies founder Katie Stockton. We discuss how Katie thinks about manag…
2 years, 2 months ago
Show Us Your Portfolio: Andrew Beer
Season 1 Episode 248
In this episode, we speak with DBi founder Andrew Beer about his approach to managing his personal portfolio. We discuss how Andrew looks at his port…
2 years, 2 months ago
High Conviction Value Investing with Chris Davis
Season 1 Episode 247
In this episode, we are privileged to be joined by Chris Davis, Chairman and Portfolio Manager of Davis Advisors. Chris has built an outstanding long…
2 years, 2 months ago
What Generative AI Means for Investors with Adam Butler
Season 1 Episode 246
Generative AI is probably the most rapidly developing technology we have ever seen. In this episode, we dig deep into it and its potential impact on …
2 years, 2 months ago