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A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau
A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau

Season 1 Episode 274

In this episode of Excess Returns, our good friend Matt Ziegler interviews retirement planning expert Wade Pfau. They discuss key concepts in retirem…

1 year, 10 months ago

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Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle
Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle

Season 1 Episode 273

In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformanc…

1 year, 10 months ago

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The Case for a Continued Rally with Warren Pies
The Case for a Continued Rally with Warren Pies

Season 1 Episode 272

In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We expl…

1 year, 10 months ago

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Passive Investing, Inflation and the Bifurcated Economy with Mike Green
Passive Investing, Inflation and the Bifurcated Economy with Mike Green

Season 1 Episode 271

In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares in…

1 year, 10 months ago

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Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History
Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History

In this episode from our sister podcast Two Quants and a Financial Planner, we dive into the key lessons we took from our recent conversation with Ri…

1 year, 11 months ago

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A Tour of the Macroeconomic Landscape with Bob Elliott
A Tour of the Macroeconomic Landscape with Bob Elliott

Season 1 Episode 270

In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topi…

1 year, 11 months ago

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Show Us Your Portfolio: Eric Crittenden
Show Us Your Portfolio: Eric Crittenden

Season 1 Episode 269

In our latest episode of Show Us Your Portfolio, we speak with Standpoint's Eric Crittenden. Eric discusses the all weather approach he uses to const…

1 year, 11 months ago

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The Benefits of a Simple Investment Approach with Rick Ferri
The Benefits of a Simple Investment Approach with Rick Ferri

Season 1 Episode 268

In this episode of Excess Returns, we sit down with Rick Ferri to discuss a wide range of investing topics. We explore the concept of investing with …

1 year, 11 months ago

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Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman
Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman

Season 1 Episode 267

In this episode of Excess Returns, we sit down with Simeon Hyman, Global Investment Strategist at ProShares, for a wide-ranging discussion on the cur…

1 year, 11 months ago

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Investing in India's Huge Future Potential with Anupam Ghose
Investing in India's Huge Future Potential with Anupam Ghose

Season 1 Episode 266

In this episode of Excess Returns, we sit down with Anupam Ghose, co-founder of System2 Advisors and sub-advisor to the Simplify Tara India Opportuni…

2 years ago

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