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Inside the Madoff Scandal with Madoff Trader and Investor Andrew Cohen
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…

3 years, 2 months ago

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Value Investing and Lifelong Learning with Cole Smead
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 a…

3 years, 2 months ago

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A Complete Guide to Factor Investing with Andy Berkin
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 Mo…

3 years, 2 months ago

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The Biggest Lessons From Our Five Most Popular Podcasts of 2022
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 resul…

3 years, 2 months ago

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High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp
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…

3 years, 3 months ago

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Innovative Small ETF Firms Challenging the Big Players
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 with…

3 years, 3 months ago

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What Investors Need to Know About Geopolitics with Marko Papic
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 geopol…

3 years, 3 months ago

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An Evidence-Based Approach to Markets with Larry Swedroe
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 …

3 years, 3 months ago

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

3 years, 4 months ago

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A Common Sense Approach to Markets with Ben Carlson
A Common Sense Approach to Markets with Ben Carlson

Season 1 Episode 180

In this episode we talk with Ben Carlson, author of the popular A Wealth of Common Sense blog and Director of Institutional Asset Management at Ritho…

3 years, 4 months ago

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