Podcast Episodes

The Art and Science of Intelligent Fund Selection with Joe Wiggins

Season 1 Episode 190

In this episode we talk fund selection with Joe Wiggins, author of the new book "The Intelligent Fund Investor: Practical steps for better results in active and passive funds". We take a deep dive in…

Published on 2 years, 10 months ago

Inside the Madoff Scandal with Madoff Trader and Investor Andrew Cohen

Season 1 Episode 189

With the recent release of the Netflix documentary "Madoff: The Monster of Wall Street," many of us have been learning more of the details behind the scandal. 

This week, are are joined by Andrew Coh…

Published on 2 years, 11 months ago

Value Investing and Lifelong Learning with Cole Smead

Season 1 Episode 188

In this episode, we speak with Smead Capital CEO and Portfolio Manager Cole Smead. Smead Capital has built a strong long-term record using a unique approach to value investing. We take a deep dive in…

Published on 2 years, 11 months ago

A Complete Guide to Factor Investing with Andy Berkin

Season 1 Episode 187

In this episode, we speak with Andy Berkin, Head of Research at Bridgeway and co-author of "Your Complete Guide to Factor Investing: The Way Smart Money Invests Today." We cover a wide range of facto…

Published on 2 years, 11 months ago

The Biggest Lessons From Our Five Most Popular Podcasts of 2022

Season 1 Episode 186

2022 was a great year for Excess Returns. We were able to interview some of the smartest people we know and more than doubled our audience as a result of the many great insights our guests have provi…

Published on 2 years, 11 months ago

High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp

Season 1 Episode 185

In this episode, we speak with Jeff Muhlenkamp. Jeff is the manager of the Muhlenkamp Fund, which has managed client money for over three decades. We discuss his approach to finding undervalued secur…

Published on 2 years, 11 months ago

Innovative Small ETF Firms Challenging the Big Players

Season 1 Episode 184

The ETF industry is dominated by the big players. They control most of the assets and they have some clear advantages over the smaller companies within the industry in terms of their ability to launc…

Published on 3 years ago

What Investors Need to Know About Geopolitics with Marko Papic

Season 1 Episode 183

In this episode, we talk Geopolitics with Marko Papic, Chief Strategist at the Clocktower Group.   

We look at his framework for analyzing the geopolitical landscape to cut through the noise and iden…

Published on 3 years ago

An Evidence-Based Approach to Markets with Larry Swedroe

Season 1 Episode 182

In this episode we speak with Buckingham Strategic Wealth's Head of Financial and Economic Research Larry Swedroe. Larry is one of the most prolific producers of quality financial content we know and…

Published on 3 years ago

Talking Convexity, Interest Rates and the Future of Inflation with Harley Bassman

Season 1 Episode 181

In this episode we are joined by Harley Bassman, Managing Partner at Simplify ETFs. Harley's work on convexity and how to utilize it in portfolios earned him the nickname the Convexity Maven. We disc…

Published on 3 years ago