Podcast Episodes
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Challenging Conventional Investing Beliefs with Meb Faber
Season 1 Episode 275
In this episode of Excess Returns, we sit down with Meb Faber, founder of Cambria Investment Management, to discuss his unconventional views on inves…
2 years ago
A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau
Season 1 Episode 274
In this episode of Excess Returns, our good friend Matt Ziegler interviews retirement planning expert Wade Pfau. They discuss key concepts in retirem…
2 years, 1 month ago
Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle
Season 1 Episode 273
In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformanc…
2 years, 1 month ago
The Case for a Continued Rally with Warren Pies
Season 1 Episode 272
In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We expl…
2 years, 1 month ago
Passive Investing, Inflation and the Bifurcated Economy with Mike Green
Season 1 Episode 271
In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares in…
2 years, 1 month ago
Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History
In this episode from our sister podcast Two Quants and a Financial Planner, we dive into the key lessons we took from our recent conversation with Ri…
2 years, 1 month ago
A Tour of the Macroeconomic Landscape with Bob Elliott
Season 1 Episode 270
In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topi…
2 years, 2 months ago
Show Us Your Portfolio: Eric Crittenden
Season 1 Episode 269
In our latest episode of Show Us Your Portfolio, we speak with Standpoint's Eric Crittenden. Eric discusses the all weather approach he uses to const…
2 years, 2 months ago
The Benefits of a Simple Investment Approach with Rick Ferri
Season 1 Episode 268
In this episode of Excess Returns, we sit down with Rick Ferri to discuss a wide range of investing topics. We explore the concept of investing with …
2 years, 2 months ago
Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman
Season 1 Episode 267
In this episode of Excess Returns, we sit down with Simeon Hyman, Global Investment Strategist at ProShares, for a wide-ranging discussion on the cur…
2 years, 2 months ago