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10 Lessons From Our 5 Most Popular Podcasts of 2021 - Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, Tobias Carlisle
Season 1 Episode 129
Our goal when we started the Excess Returns podcast was to hopefully use the platform to help educate investors, and to learn ourselves in the process. Initially, we didn’t have outside guests on the…
Published on 3 years, 11 months ago
A Tactical Approach to Conservative Investing with Sierra Investment Management's Dave Wright
Season 1 Episode 128
Conservative investing has a reputation for being boring. But our guest this week deploys a conservative approach that is far from that. We speak to Dave Wright of Sierra Investment Management. Sierr…
Published on 4 years ago
Michael Mauboussin on Valuation, Base Rates and Expectations Investing
Season 1 Episode 127
Michael Mauboussin is one of the most insightful long-term thinkers in the investing world. For decades, his research has taken deep dives into markets, valuation and how we can all become better lon…
Published on 4 years ago
Is the Market Rigged in Favor of Corporate Insiders? We Talk to Wharton Professor Daniel Taylor to Find Out
Season 1 Episode 126
There is a perception many have that the market is rigged in favor of corporate insiders. And there is certainly justification for that perception. In this episode we take an in depth look at the iss…
Published on 4 years ago
Inflation, Factors and Stock Returns with Ehren Stanhope
Season 1 Episode 125
In this episode, we speak with O'Shaughnessy Asset Management's Ehren Stanhope about his excellent research paper "The Great Inflation, Factors, and Stock Returns." We discuss the history of inflatio…
Published on 4 years ago
Andrew Thrasher Schools Two Value Guys on Technical Analysis and Forecasting Volatility Tsunamis
Season 1 Episode 124
In this episode we take a deep dive into technical analysis with Andrew Thrasher, founder of Thrasher Analytics and portfolio manager at the Financial Enhancement Group. We look at the major tools th…
Published on 4 years, 1 month ago
Lu Zhang On The Evolution of Asset Pricing Models And His First Principles Approach to Improve Them
Season 1 Episode 123
Asset pricing models have evolved significantly over the past several decades. From the Capital Asset Pricing Model to Fama and French's 3 Factor Model to their more recent 5 and 6 Factor Models, aca…
Published on 4 years, 1 month ago
An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert
Season 1 Episode 122
We are currently in a very interesting time for investors. We have experienced a run in equities following the 2020 decline that many did not think was possible. We have seen unprecedented fiscal sti…
Published on 4 years, 1 month ago
Sheridan Titman On His Seminal Paper on Momentum Investing and What He Has Learned Since
Season 1 Episode 121
Momentum was a factor that many academics were very reluctant to embrace. Our guest this week, Sheridan Titman, helped to change that with his 1993 paper "Returns to Buying Winners and Selling Losers…
Published on 4 years, 1 month ago
Everything You Need to Know About Inflation with Cullen Roche
Season 1 Episode 120
Inflation is probably the most talked about topic in investing today. Some think it has become a major problem. Others (including the Fed) think it is transitory. While still others think we are head…
Published on 4 years, 1 month ago