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Breaking Down the Russia Ukraine Conflict with Epsilon Theory’s Ben Hunt
Season 1 Episode 140
The Russian Ukraine conflict has been a challenging one for many of us to understand. In this episode, we speak with Ben Hunt of Epsilon Theory to he…
4 years, 5 months ago
Ten Great Investors Share the One Lesson They Would Teach the Average Investor
Season 1 Episode 139
When we started Excess Returns, we stayed away from having a standard closing question for guests because we couldn’t come up with one that summed up…
4 years, 5 months ago
Dual Momentum Investing with Gary Antonacci
Season 1 Episode 138
In this episode, we speak with Gary Antonacci about his Dual Momentum investing approach. We look at both absolute and relative momentum individually…
4 years, 5 months ago
Gamma, Vanna, Charm and the Impact of Options on the Stock Market with Jason DeLorenzo
Season 1 Episode 137
While many investors are likely familiar with options, their impact on the stock market is much less understood. When an investor buys an option, it …
4 years, 5 months ago
Systematic Macro Investing with 42 Macro Founder Darius Dale
Season 1 Episode 136
Many investors see macro forecasting as a process about making bold binary predictions about the future of the economy and the market. Those predicti…
4 years, 6 months ago
An Inside Look at the GameStop Story and the Revolution That Wasn't With Spencer Jakab
The GameStop short squeeze in early 2021 was the talk of the investing world. It had all the parts of a great story. It had some investors making mas…
4 years, 6 months ago
Motley Fool Founder David Gardner on Finding Rule Breaking Growth Stocks
Season 1 Episode 134
This week we are joined by David Gardner, founder of the Motley Fool. We discuss his unique Rule Breaker approach to finding long-term growth investm…
4 years, 6 months ago
Some Thoughts on the Recent Market Decline
Season 1 Episode 133
With the market experiencing its first correction in a while, we thought it would be interesting to look at some behind the scenes data we found inte…
4 years, 6 months ago
In Pursuit of the Perfect Portfolio with Stephen Foerster
Season 1 Episode 132
Investors are constantly searching for the perfect portfolio. Although it may be elusive, there are common principles that can allow all of us to get…
4 years, 7 months ago
A Deep Dive Into Quality Growth Investing with Harding Loevner's Rick Schmidt
Season 1 Episode 131
There is an interesting dichotomy in the growth investing space in that growth stocks as a whole tend to underperform the market over time, but the b…
4 years, 7 months ago