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100+ Great Investors Share Their Most Important Investing Lesson
100+ Great Investors Share Their Most Important Investing Lesson

Season 1 Episode 245

We have now conducted over 100 interviews on Excess Returns. At the end of all of them, we have asked the same closing question: Based on your experi…

2 years, 2 months ago

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Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds
Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds

Season 1 Episode 244

This episode is the first part II our Show Us Your Portfolio series. When we originally spoke to Larry Swedroe, we were very intrigued by his use of …

2 years, 3 months ago

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Value, Momentum and Launching ETFs with Wes Gray
Value, Momentum and Launching ETFs with Wes Gray

Season 1 Episode 243

In this episode, we are joined by Wes Gray, founder of Alpha Architect and ETF Architect. We cover his biggest lessons from growing the businesses fr…

2 years, 3 months ago

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Navigating the Factor Zoo with Matthias Hanauer
Navigating the Factor Zoo with Matthias Hanauer

Season 1 Episode 242

In this episode, we talk factor investing with Robeco's Matthias Hanauer. Matthias has written some excellent research papers on a variety of factor …

2 years, 3 months ago

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The Enduring Legacy of Charlie Munger with Lawrence Cunningham
The Enduring Legacy of Charlie Munger with Lawrence Cunningham

Season 1 Episode 241

In this episode, we discuss the incredible life and investing career of Charlie Munger with George Washington Professor Lawrence Cunningham. Lawrence…

2 years, 3 months ago

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Lessons From a Legendary Fund Manager with Joel Tillinghast
Lessons From a Legendary Fund Manager with Joel Tillinghast

Season 1 Episode 240

In this episode, we speak with Joel Tillinghast, who will retire as the manager of the Fidelity Low-Priced Stock Fund at the end of this year. Joel m…

2 years, 4 months ago

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How Popular Market Indexes Are Constructed with Athanasios Psarofagis
How Popular Market Indexes Are Constructed with Athanasios Psarofagis

Season 1 Episode 239

Most investors reference the returns of popular indexes frequently. But most also do not understand the details of how those indexes are constructed.…

2 years, 4 months ago

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From Quant Investing to Venture Capital with Jim O'Shaughnessy
From Quant Investing to Venture Capital with Jim O'Shaughnessy

Season 1 Episode 238

In this episode we bring back one of our most popular guests. We speak with O'Shaughnessy Ventures founder Jim O'Shaughnessy about his transition fr…

2 years, 4 months ago

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Understanding the Changing Macro Landscape with Warren Pies and Fernando Vidal
Understanding the Changing Macro Landscape with Warren Pies and Fernando Vidal

Season 1 Episode 237

In this episode, we speak with 3Fourteen Research founders Warren Pies and Fernando Vidal. We discuss 3Fourteen’s systematic macro process and how th…

2 years, 4 months ago

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A Deep Dive into Credit Investing with Joe Hegener
A Deep Dive into Credit Investing with Joe Hegener

Season 1 Episode 236

In this episode, we take an in depth look at the credit market with Asterozoa Capital CIO Joe Hegener. We cover the basics of the credit market, the …

2 years, 4 months ago

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