Podcast Episodes
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Energy Infrastructure Investing with Greg Reid
Season 1 Episode 265
In this episode of Excess Returns, we speak with Greg Reid, President of Real Assets at Westwood Group Holdings and lead portfolio manager for their …
2 years ago
Redefining Moat Investing with Yuri Khodjamirian
Season 1 Episode 264
In this episode of Excess Returns, we talk Moat investing with Yuri Khodjamirian, CIO of Tema ETFs. We discuss his unique approach to identifying com…
2 years ago
Inside the Berkshire Hathaway Annual Meeting with Adam Mead
Season 1 Episode 263
In this episode of Excess Returns, we sit down with Adam Mead, founder of Mead Capital Management and author of the Complete Financial History of Ber…
2 years ago
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 …
2 years 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 …
2 years, 1 month 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 …
2 years, 1 month 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…
2 years, 1 month 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, …
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 2 months ago