Podcast Episodes

Show Us Your Portfolio: Darius Dale

Season 1 Episode 170

In our latest episode of Show Us Your Portfolio we speak with 42 Macro founder Darius Dale. We discuss his systematic macro process and how he applies it to managing his personal portfolio. We also g…

Published on 3 years, 3 months ago

Show Us Your Portfolio: Ryan Krueger

Season 1 Episode 169

We have looked at a variety of different investing strategies so far in our Show Us Your Portfolio series. We have talked to investors who use factor-based approaches. We have talked to investors who…

Published on 3 years, 3 months ago

Everything Investors Need to Know About Federal Reserve Policy with Cullen Roche

Season 1 Episode 168

There has been a lot of debate about Federal Reserve policy in the wake of the pandemic. But many of those involved in that debate want to promote a specific position and interpret the facts in a way…

Published on 3 years, 3 months ago

Talking All Things Value Investing with Tobias Carlisle

Season 1

This week we are joined by our good friend and first three time guest on the podcast Tobias Carlisle. We talk about a wide range of value investing topics, including the current state of value invest…

Published on 3 years, 4 months ago

Show Us Your Portfolio: Rick Ferri

Season 1 Episode 166

Our first few episodes of Show Us Your Portfolio looked at some thoughtful, evidence-based approaches to portfolio construction. But we also noticed after listening to them that many of the concepts …

Published on 3 years, 4 months ago

Show Us Your Portfolio: Phil Huber

Season 1 Episode 164

In our latest episode of Show Us Your Portfolio we speak to Savant Wealth CIO Phil Huber. We discuss Phil's approach to building his personal portfolio and the core principles that guide it. We also …

Published on 3 years, 4 months ago

Constructing an Intangible Asset Based Value Strategy with Kai Wu

Season 1 Episode 164

Research has shown that value investing needs to change. Our economy has transitioned from one dominated by tangible assets like buildings and equipment to one dominated by intangible assets such as …

Published on 3 years, 4 months ago

What is the One Lesson You Would Teach the Average Investor? Ten Great Investors Tell Us

Season 1 Episode 163

In each episode of Excess Returns we ask all our guests one standard closing question: 

Based on your experience in markets, if you could teach one lesson to your average investor, what would it be? …

Published on 3 years, 5 months ago

Value Investing, Compounding and Lifelong Learning with Gautam Baid

Season 1 Episode 162

In this episode we speak with Gautam Baid, author of The Joys Of Compounding: The Passionate Pursuit Of Lifelong Learning. We talk about the power of compounding and the criteria he uses to identify …

Published on 3 years, 5 months ago

Finding Opportunity in the Technology Stock Storm with Robert Cantwell and Lars Cianciolo

Season 1 Episode 161

After years of very strong performance, technology and growth stocks have had a much more difficult time in the last 18 months. Many of the highest multiple names are now 70%-90% off their highs, and…

Published on 3 years, 5 months ago