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Show Us Your Portfolio: Andrew Beer
Season 1 Episode 248
In this episode, we speak with DBi founder Andrew Beer about his approach to managing his personal portfolio. We discuss how Andrew looks at his port…
2 years, 4 months ago
High Conviction Value Investing with Chris Davis
Season 1 Episode 247
In this episode, we are privileged to be joined by Chris Davis, Chairman and Portfolio Manager of Davis Advisors. Chris has built an outstanding long…
2 years, 4 months ago
What Generative AI Means for Investors with Adam Butler
Season 1 Episode 246
Generative AI is probably the most rapidly developing technology we have ever seen. In this episode, we dig deep into it and its potential impact on …
2 years, 5 months ago
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, 5 months ago
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, 5 months ago
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, 5 months ago
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, 6 months ago
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, 6 months ago
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, 6 months ago
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, 6 months ago