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Show Us Your Portfolio: Brent Kochuba
Season 1 Episode 172
In this episode of Show Us Your Portfolio, we speak with SpotGamma founder Brent Kochuba. We had Brent on the podcast previously in episode 151 where…
3 years, 8 months ago
Six Experts Help Us Understand the Future of the 60-40 Portfolio – And Some Alternatives to It
Season 1 Episode 171
The 60-40 portfolio forms the core of many investors' long-term portfolio allocations. And it has worked exceptionally well over the past 40 years. B…
3 years, 8 months ago
Show Us Your Portfolio: Darius Dale
Season 1 Episode 170
In our latest episode of Show Us Your Portfolio we speak with 42 Macro founder Darius Dale. We discuss his systematic macro process and how he applie…
3 years, 8 months ago
Show Us Your Portfolio: Ryan Krueger
Season 1 Episode 169
We have looked at a variety of different investing strategies so far in our Show Us Your Portfolio series. We have talked to investors who use factor…
3 years, 8 months ago
Everything Investors Need to Know About Federal Reserve Policy with Cullen Roche
Season 1 Episode 168
There has been a lot of debate about Federal Reserve policy in the wake of the pandemic. But many of those involved in that debate want to promote a …
3 years, 9 months ago
Talking All Things Value Investing with Tobias Carlisle
Season 1
This week we are joined by our good friend and first three time guest on the podcast Tobias Carlisle. We talk about a wide range of value investing t…
3 years, 9 months ago
Show Us Your Portfolio: Rick Ferri
Season 1 Episode 166
Our first few episodes of Show Us Your Portfolio looked at some thoughtful, evidence-based approaches to portfolio construction. But we also noticed …
3 years, 9 months ago
Show Us Your Portfolio: Phil Huber
Season 1 Episode 164
In our latest episode of Show Us Your Portfolio we speak to Savant Wealth CIO Phil Huber. We discuss Phil's approach to building his personal portfol…
3 years, 9 months ago
Constructing an Intangible Asset Based Value Strategy with Kai Wu
Season 1 Episode 164
Research has shown that value investing needs to change. Our economy has transitioned from one dominated by tangible assets like buildings and equipm…
3 years, 10 months ago
What is the One Lesson You Would Teach the Average Investor? Ten Great Investors Tell Us
Season 1 Episode 163
In each episode of Excess Returns we ask all our guests one standard closing question:
Based on your experience in markets, if you could teach one l…
3 years, 10 months ago