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A Deep Dive Into Earnings Quality with Columbia Professor Doron Nissim
Season 1 Episode 192
Many investors take for granted that the earnings and other financial data that companies report provides an accurate representation of their busines…
3 years, 3 months ago
Relative Sentiment Investing with Ray Micaletti
Season 1 Episode 191
We all often hear about the importance of sentiment in investing. But how to use it can be elusive. This week we are joined by someone who has done t…
3 years, 3 months ago
The Art and Science of Intelligent Fund Selection with Joe Wiggins
Season 1 Episode 190
In this episode we talk fund selection with Joe Wiggins, author of the new book "The Intelligent Fund Investor: Practical steps for better results in…
3 years, 4 months ago
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, 4 months ago
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, 4 months ago
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, 4 months ago
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, 5 months ago
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, 5 months ago
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, 5 months ago
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, 5 months ago