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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, 11 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, 11 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, 11 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…
4 years 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 …
4 years 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…
4 years 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…
4 years 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…
4 years, 1 month ago
Value Investing, Compounding and Lifelong Learning with Gautam Baid
Season 1 Episode 162
In this episode we speak with Gautam Baid, author of The Joys Of Compounding: The Passionate Pursuit Of Lifelong Learning. We talk about the power of…
4 years, 1 month ago
Finding Opportunity in the Technology Stock Storm with Robert Cantwell and Lars Cianciolo
Season 1 Episode 161
After years of very strong performance, technology and growth stocks have had a much more difficult time in the last 18 months. Many of the highest m…
4 years, 1 month ago