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Value Investing, Inflation and Expected Returns with Rob Arnott
Season 1 Episode 258
In this episode, Research Affiliates founder Rob Arnott returns for his third appearance on Excess Returns. We cover a wide range of topics, includin…
2 years, 2 months ago
The AI Bubble Thesis with Doug Clinton
Season 1 Episode 257
AI stocks have seen a big run recently. This has led many fundamental-based investors to suggest that things have gotten ahead of themselves. Some ha…
2 years, 2 months ago
Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins
Season 1 Episode 255
There have been many significant events in the economy and stock market over the past several years. We have had inflation. We have had bank failures…
2 years, 2 months ago
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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 4 months 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, 4 months 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, 4 months ago