Podcast Episodes

Buffett, Sun Tzu and the Ancient Art of Risk Taking | Tobias Carlisle

Season 1 Episode 367

Buy Toby's Bookhttps://amzn.to/478SMBfIn this episode of Excess Returns, we sit down with Tobias Carlisle, founder and portfolio manager at the Acquirers Fund, and author of the new book “Soldier of …

Published on 2 months, 1 week ago

Timeless Lessons from a Trend Following Legend | Jerry Parker

Season 1 Episode 366

In this episode of Excess Returns, Jerry Parker joins us for a deep dive into the philosophy and practice of trend following. As one of the original Turtle Traders, Jerry shares lessons from Richard …

Published on 2 months, 1 week ago

The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on Finding the Next Great Compounders

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Published on 2 months, 1 week ago

Investing in a Debasement Regime | Warren Pies

Season 1 Episode 365

Warren Pies joins Excess Returns to discuss why he believes we’ve entered a “Debasement Regime,” what that means for investors, and how it differs from the post-GFC deflationary era. He explains the …

Published on 2 months, 2 weeks ago

The Four Pillars of Macro - And What They Say About This Market | Andy Constan

Season 1 Episode 364

Andy Constan returns to Excess Returns to break down today’s macro environment using his Four-Pillar Framework — growth, inflation, risk premia, and flows. Drawing on lessons from his time at Bridgew…

Published on 2 months, 2 weeks ago

What a Global Regime Change Means for Investors | Julian Brigden

Season 1 Episode 363

In this episode of Excess Returns, macro strategist Julian Brigden of MI2 Partners joins the show to break down today’s volatile market landscape. Brigden discusses why he believes we’re in one of th…

Published on 2 months, 2 weeks ago

Big Rally. First Sell Signal Since April | Katie Stockton on What the Charts Say Could Come Next

Season 1 Episode 362

Katie Stockton, founder and managing partner at Fairlead Strategies, joins us for her quarterly technical outlook on markets, sectors, and asset classes. In this episode, Katie breaks down what her i…

Published on 2 months, 2 weeks ago

Electricity Is the New Oil | Rob Thummel on the Energy Opportunity from the AI Boom

Season 1 Episode 361

In this episode of Excess Returns, we’re joined by Rob Thummel of Tortoise Capital to discuss the critical intersection of energy and technology. Rob explains why “electricity is the new oil” as AI a…

Published on 2 months, 2 weeks ago

The Expensive Truth About Cheap Investing | Bogumil Baranowski

Season 1 Episode 360

In this episode of Excess Returns, Matt Zeigler sits down with investor and author Bogumil Baranowski to discuss one of investing’s most important mindset shifts: moving beyond cheap stocks to paying…

Published on 2 months, 3 weeks ago

Evidence Based Factor Investing | Matt Zenz

Season 1 Episode 359

In this episode of Excess Returns, we sit down with Matt Zenz of Longview Research Partners to explore factor investing, evidence-based strategies, and the challenges and opportunities in today’s mar…

Published on 2 months, 3 weeks ago