Excess Returns
By Excess Returns
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Episodes: 508
Description
Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more. Subscribe to learn along with us.
| Episode | Date |
|---|---|
|
Is AI Still in 1995? Gene Munster and Doug Clinton on the Next Phase of the AI Boom
|
May 19, 2026 |
|
Jeremy Grantham on AI, Bubbles and Why Mean Reversion Lives On
|
May 16, 2026 |
|
He Studied the Financial System for Decades | Marc Rubinstein on Where the Real Risk Is
|
May 15, 2026 |
|
Lessons from Investing Through Bubble Regimes with Andy Constan
|
May 14, 2026 |
|
He Wrote the Book on Bubbles | Edward Chancellor on If AI is Different
|
May 12, 2026 |
|
We Asked an Options Expert Why This Melt Up Hasn’t Broken — and Which Signal Could End It
|
May 10, 2026 |
|
We Asked a $4.5B Quant Manager Why the S&P 500 Is Just 46 Stocks — and Why Small Caps Aren't Dead
|
May 08, 2026 |
|
The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate
|
May 06, 2026 |
|
We Asked Rich Bernstein and Chris Davis Why This Market Isn’t as Safe as It Feels
|
May 04, 2026 |
|
We Asked Ben Hunt, Jim Paulsen, Kevin Muir and Brent Kochuba Why Bad News Can’t Break This Market
|
May 01, 2026 |
|
The Opportunity No One Sees | Richard Bernstein on Finding Value in a Narrow Market
|
Apr 29, 2026 |
|
Feeling Safe Is the Risk | Chris Davis on Finding Durable Companies in a Disrupted World
|
Apr 27, 2026 |
|
Buy High, Sell Higher | Travis Prentice on Dispersion, Passive's Structural Risk and Why 52 Week Highs Don't Mean What You Think
|
Apr 24, 2026 |
|
The Secular Plateau | Chris Bloomstran on Why We May Be at Peak Valuations
|
Apr 22, 2026 |
|
We Asked David Rosenberg Why He Owns Almost No US Stocks — and What He Holds Instead
|
Apr 19, 2026 |
|
The Resilience No One Trusts | Brent Donnelly on Why War and Oil Haven’t Broken This Market
|
Apr 17, 2026 |
|
The Bear Market No One Sees | Liz Ann Sonders on the Real Story Indexes Hide
|
Apr 15, 2026 |
|
The Forever Invariable Truth | Jim Grant on War, Inflation, and What Comes Next
|
Apr 13, 2026 |
|
The Market the Tweets Can’t Break | What the Options Market Tells Us About What Comes Next
|
Apr 11, 2026 |
|
The Risk at the End of the Whip | GMO’s Tom Hancock on Finding Conviction Amid the AI Hype
|
Apr 09, 2026 |
|
The Walmart Indicator Just Hit 2008 Levels | Jim Paulsen on the Big Difference This Time
|
Apr 08, 2026 |
|
The Inevitability No One Sees | $11 Billion Tech Manager on What Investors Miss About AI
|
Apr 06, 2026 |
|
The Signal Before the Spike | Katie Stockton on What the Charts Tell Us About What Comes Next
|
Apr 03, 2026 |
|
Michael Mauboussin | AI, Base Rates, and Investing in the New Economy
|
Apr 02, 2026 |
|
The Stagflation Regime | Aahan Menon on What Works When Stocks and Bonds Don’t
|
Mar 31, 2026 |
|
The Inflections Wall Street Misses | Harris Kupperman on Finding Overlooked Opportunities
|
Mar 30, 2026 |
|
The Moment Common Knowledge Changed | Last Call - With Andy Constan, Ben Hunt, Brent Kochuba and Eric Pachman
|
Mar 28, 2026 |
|
The Private Credit Apocalypse That Isn’t Coming | Larry Swedroe Dispels the Myths
|
Mar 26, 2026 |
|
Nothing Is Priced In | Bob Elliott on Why Investors Are Misreading the Oil Shock
|
Mar 25, 2026 |
|
The 0.1% Winners | Chris Mayer and Robert Hagstrom on Why Outliers Drive Returns
|
Mar 23, 2026 |
|
Big Decline. Options Support Gone | Brent Kochuba on the Fragile Market Setup
|
Mar 21, 2026 |
|
The War Markets Can't Price | Jared Dillian on the Regime Change Investors Miss
|
Mar 19, 2026 |
|
They Call It a Lottery Ticket. The Data Says Otherwise | D.A. Wallach on The Hidden Alpha of Biotech
|
Mar 16, 2026 |
|
14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026
|
Mar 15, 2026 |
|
The $1 Trillion Supercycle Hidden in Plain Sight | Joseph Shaposhnik
|
Mar 13, 2026 |
|
Survival First. Returns Second | Vitaliy Katsenelson on Investing Amid Extreme Uncertainty
|
Mar 10, 2026 |
|
What War Charts and AI Bubbles Miss | The Weekly Market Insight – March 8, 2026
|
Mar 09, 2026 |
|
1% Growth. Zero Jobs | Jim Paulsen on the Recession Hiding in Plain Sight
|
Mar 07, 2026 |
|
The Widest Valuation Gap in History | Rob Arnott on What Investors Are Missing About AI
|
Mar 05, 2026 |
|
100% Out of US Stocks | Andy Constan on AI, War Risk and the Shift Abroad
|
Mar 03, 2026 |
|
Is AI Replacing Workers Faster Than We Think? | We Break Down the Viral AI Doom Loop Article
|
Mar 01, 2026 |
|
The AI Panic Trade | What the Viral Doomsday AI Article Means for Markets
|
Feb 28, 2026 |
|
Most Portfolios Are Built Backwards | Cullen Roche on Building Your Perfect Portfolio
|
Feb 27, 2026 |
|
The Edge Has Shifted | Matt Reustle on How the Best Investors Use AI
|
Feb 25, 2026 |
|
When You've Won the Game, Stop Playing | What Great Investors Taught Us About Portfolio and Purpose
|
Feb 23, 2026 |
|
When Safe Becomes the Most Dangerous | The 100-Year Thinkers on AI, Staples and How Words Mislead
|
Feb 21, 2026 |
|
The Global Regime Change | Jason Hsu on AI, Factor Investing and What Investors Miss About China
|
Feb 19, 2026 |
|
When the Data Stops Working | Cameron Dawson and Dave Nadig on What Aggregate Economic Numbers Hide
|
Feb 17, 2026 |
|
This Only Happens in Markets Down 30% | Brent Kochuba on the Rotation Indexes Hide
|
Feb 15, 2026 |
|
Investing in a Fourth Turning | Neil Howe and Ben Hunt on Inflation, Trust and What Comes Next
|
Feb 13, 2026 |
|
You Can't Eat Risk-Adjusted Returns | AQR's Pete Hecht on Portable Alpha's Capital Efficient Edge
|
Feb 12, 2026 |
|
46% of the S&P 500 is One AI Bet | Kai Wu on Why It’s Likely the Wrong One
|
Feb 10, 2026 |
|
It’s Only a Question of When | Nir Kaissar on AI, Private Credit and the Regime Shift Investors Miss
|
Feb 09, 2026 |
|
$70 Billion. 18 Straight Outperforming Years | David Giroux on the Index Trap and AI Hype
|
Feb 07, 2026 |
|
Lowest Cash Levels Ever | Kevin Muir on Markets at Extremes
|
Feb 04, 2026 |
|
The Market That Bites Back | Victoria Greene on Surviving the Badger Market
|
Feb 02, 2026 |
|
Last Call: January 2026 | AI Capex, Private Credit Problems and the Unstable Market
|
Jan 31, 2026 |
|
The Bubble You Can’t Exit | Dan Rasmussen on the Private Equity Trap
|
Jan 29, 2026 |
|
30 Times Earnings Isn't Expensive | Chris Mayer & Robert Hagstrom on the Labels That Destroy Returns
|
Jan 28, 2026 |
|
60-20-20 Changed Everything | Tony Greer on the New Portfolio Regime
|
Jan 27, 2026 |
|
You’re Waiting for the Bubble to Burst | Jan van Eck on Why It Already Has
|
Jan 25, 2026 |
|
The Crash That Won’t Come | Redfin Chief Economist Daryl Fairweather on the Great Housing Reset
|
Jan 24, 2026 |
|
The Chart of Truth Is Turning | Rupert Mitchell on the Regime Change Investors Are Missing
|
Jan 22, 2026 |
|
10 Cents on the Dollar | Gary Mishuris on Mispriced Fear and Lessons from Warner Brothers
|
Jan 21, 2026 |
|
The Line We Can't Cross | Mike Green on the Passive Investing Endgame
|
Jan 20, 2026 |
|
Disbelief Is the Real Risk: Gene Munster and Doug Clinton on Why the AI Bubble is Just Getting Started
|
Jan 18, 2026 |
|
The Bubble Most Will Get Wrong | Aswath Damodaran on How He is Managing His Own Money in a World of AI
|
Jan 16, 2026 |
|
The Great Moderation Is Over | Liz Ann Sonders on What Replaces It
|
Jan 14, 2026 |
|
The Regime Shift No One is Prepared For | Grant Williams on the 100 Year Pivot
|
Jan 12, 2026 |
|
Sold At "Irrational Exuberance". Still Lost Money | Sam Ro on the Bubble Paradox
|
Jan 10, 2026 |
|
Long-Term Uptrend. Short-Term Warning Signs | Katie Stockton on What Charts Say About What's Next
|
Jan 08, 2026 |
|
It’s Not K-Shaped. It’s No Shaped | Jim Paulsen on What You're Getting Wrong About 2026
|
Jan 06, 2026 |
|
4% of Stocks. 100% of Wealth | Gautam Baid on the Brutal Math of Compounding
|
Jan 02, 2026 |
|
We Read 22 2026 Market Forecasts So You Don't Have To | What You Need to Know
|
Dec 31, 2025 |
|
The Truth No One Sees | 41 Great Investors Share Their Most Controversial Belief
|
Dec 28, 2025 |
|
The Base Case is Wrong | Paul Eitelman on AI, Reacceleration and the Pause No One Sees
|
Dec 26, 2025 |
|
Nothing Has a Right to Exist in Your Portfolio | What the Last 15 Years Has Taught Us
|
Dec 24, 2025 |
|
The Existential Spending Battle | Adrian Helfert on What You’re Missing in the AI Arms Race
|
Dec 21, 2025 |
|
The Precarity Line | Ben Hunt and Adam Butler on the Broken Math of the American Dream
|
Dec 19, 2025 |
|
The Alpha No Human Can Find | David Wright on Machine Learning's Hidden Edge
|
Dec 17, 2025 |
|
The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on the Dangers of Abstraction
|
Dec 15, 2025 |
|
Magnet Above. Trap Door Below | Inside the Options Flows Driving Markets with Brent Kochuba
|
Dec 13, 2025 |
|
He Was Overweight Tech for 15 Years. He Just Downgraded the Mag Seven | Ed Yardeni Explains Why
|
Dec 11, 2025 |
|
Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures
|
Dec 10, 2025 |
|
The Single Most Important Metric | Matt Reustle on the Patterns That Separate Great Businesses
|
Dec 08, 2025 |
|
The Risk is in the Water | Graeme Forster on Six Courageous Questions for 2026
|
Dec 06, 2025 |
|
The Thunderclap That Ends the Cycle | Jim Grant on the Risk No One Sees
|
Dec 04, 2025 |
|
3% Inflation Isn't the Problem | Jim Paulsen on Why 2% Growth is the Crisis
|
Dec 02, 2025 |
|
The One Lesson | 50+ Great Investors Share the One Thing They Would Teach You
|
Nov 30, 2025 |
|
World War AI | Ben Hunt on the Economic Consequences of the AI Boom
|
Nov 28, 2025 |
|
The Real Estate Bust Was the Plan | Louis-Vincent Gave on China's Brute Force Growth Strategy
|
Nov 26, 2025 |
|
The Pattern Is Staggering | Mary Ann Bartels on Why This Bull Market Is Just Getting Started
|
Nov 23, 2025 |
|
The Risk Isn't Where You Think | Carl Kaufman on AI Capex, Private Credit and the Hidden Bond Play
|
Nov 21, 2025 |
|
The Bubble You Can't Short | Rob Arnott on What You Can Do Instead
|
Nov 19, 2025 |
|
The Bull Market Where Everyone Feels Broke | Behind the Rise of Financial Nihilism
|
Nov 18, 2025 |
|
The Two Tailed Market Risk | Brent Kochuba on What the Options Market Tells Us About What Comes Next
|
Nov 16, 2025 |
|
$1 Trillion AI Bet. $10 Billion in Profits | Bob Elliott on the AI Income That Isn't Coming
|
Nov 14, 2025 |
|
The Hidden Fingerprints of 100 Baggers | Chris Mayer and Robert Hagstrom on Finding the Perfect Business
|
Nov 13, 2025 |
|
He Invented the 4% Rule | Bill Bengen on Why He Now Thinks 5% Works
|
Nov 12, 2025 |
|
The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin
|
Nov 09, 2025 |
|
The Bull Market You Don’t Want to Believe | Rupert Mitchell on China vs. the Mag Seven
|
Nov 07, 2025 |
|
The Most Extreme Speculation in 40 Years | Richard Bernstein on What It Means for Markets
|
Nov 05, 2025 |
|
99.9% Focus on the Wrong Question | Victor Haghani on Why Static Allocation Fails
|
Nov 04, 2025 |
|
The Case for Permanently Higher Market Valuations | Jim Paulsen
|
Nov 02, 2025 |
|
The Liquidity Trap Door | Cem Karsan on Why We Are Likely in a Bubble, It Could Get Bigger, And What Pops It
|
Oct 31, 2025 |
|
The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet
|
Oct 29, 2025 |
|
The Inflation Risk Investors Miss | Nancy Davis
|
Oct 28, 2025 |
|
The 40 CAPE Conundrum | Meb Faber on What High Valuations Mean for Markets
|
Oct 27, 2025 |
|
Everyone Feared Recession. His Data Said Otherwise | US Bank CIO Eric Freedman on What It Says Now
|
Oct 26, 2025 |
|
Most Never Escape Stage 3 | Rick Ferri on the Education of an Index Investor
|
Oct 25, 2025 |
|
Investing in a Liquidity Dominated Market | Remi Tetot
|
Oct 24, 2025 |
|
The 4% That Drive All Returns | Larry Swedroe on What You're Getting Wrong About the S&P 500
|
Oct 22, 2025 |
|
The Regime Change No One Sees | Adam Parker on Why Valuations Are Lying to You
|
Oct 21, 2025 |
|
The Bear Stearns Moment | Ben Hunt on How Private Credit Unravels
|
Oct 19, 2025 |
|
The Case That We Are in the Early Stages of an AI Bull Market | Gene Munster and Doug Clinton
|
Oct 17, 2025 |
|
Buffett, Sun Tzu and the Ancient Art of Risk Taking | Tobias Carlisle
|
Oct 16, 2025 |
|
Timeless Lessons from a Trend Following Legend | Jerry Parker
|
Oct 15, 2025 |
|
The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on Finding the Next Great Compounders
|
Oct 13, 2025 |
|
Investing in a Debasement Regime | Warren Pies
|
Oct 11, 2025 |
|
The Four Pillars of Macro - And What They Say About This Market | Andy Constan
|
Oct 09, 2025 |
|
What a Global Regime Change Means for Investors | Julian Brigden
|
Oct 09, 2025 |
|
Big Rally. First Sell Signal Since April | Katie Stockton on What the Charts Say Could Come Next
|
Oct 08, 2025 |
|
Electricity Is the New Oil | Rob Thummel on the Energy Opportunity from the AI Boom
|
Oct 06, 2025 |
|
The Expensive Truth About Cheap Investing | Bogumil Baranowski
|
Oct 05, 2025 |
|
Evidence Based Factor Investing | Matt Zenz
|
Oct 04, 2025 |
|
A Volatility Masterclass | Timeless Lessons from 30 Year Options Trader Noel Smith
|
Oct 02, 2025 |
|
A Practical Guide to Market Valuation with Ben Carlson
|
Sep 29, 2025 |
|
The New Valuation Regime | Jim Paulsen on Confidence, Inflation and the Coming Market Supports
|
Sep 27, 2025 |
|
Finding the Next Great Tech Compounders | John Tinsman
|
Sep 25, 2025 |
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Finding Decade-Long Compounders with Joseph Shaposhnik
|
Sep 22, 2025 |
|
The Average Return That Never Comes | Sam Ro on 10 Stock Market Truths Investors Get Wrong
|
Sep 20, 2025 |
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Exceptionalism Is Ending. New Winners Are Rising | Olga Bitel on the $2 Trillion Opportunity
|
Sep 17, 2025 |
|
Bull Market on Borrowed Time | Ned Davis Chief Strategist Tim Hayes on the Indicators That Matter
|
Sep 15, 2025 |
|
Brent Donnelly on the Fed, Inflation, and Why 2% No Longer Matters
|
Sep 12, 2025 |
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Cullen Roche on Inflation, AI and Why the Debt Crisis is Overblown
|
Sep 10, 2025 |
|
This Hasn't Happened Since 1930 | Eric Pachman on Why the Labor Market is Lying to You
|
Sep 07, 2025 |
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Cole Smead on Deficits, Inflation, and the Erosion of Earnings Quality in Technology Stocks
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Sep 03, 2025 |
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31 Years of Lessons: Northwestern Mutual CIO Brent Schutte on Markets, Cycles, and Diversification
|
Aug 31, 2025 |
|
The Hidden Risks of High Income Options Strategies | Shawn Gibson and Eric McArdle
|
Aug 29, 2025 |
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Jim Paulsen on Growth, the Fed and the Case for a Broadening Rally
|
Aug 28, 2025 |
|
Mike Philbrick on Gold, Bitcoin, and Rethinking Diversification Beyond 60/40
|
Aug 26, 2025 |
|
An Inside Look at Buffer ETFs with Jeff Chang
|
Aug 23, 2025 |
|
Record Valuations. Hidden Opportunity | Tobias Carlisle on Finding Value in an Expensive Market
|
Aug 21, 2025 |
|
Momentum is Everything | Leigh Drogen on Building Lasting Strategies in Crypto
|
Aug 19, 2025 |
|
Show Us Your Portfolio: Aswath Damodaran
|
Aug 16, 2025 |
|
64% Never Escape Level Four | Nick Maggiulli on Climbing the Wealth Ladder
|
Aug 14, 2025 |
|
What Really Drove Buffett’s Success | Kai Wu on Berkshire's Intangible Edge
|
Aug 07, 2025 |
|
The Seven Rules of Wall Street | Sam Stovall
|
Aug 05, 2025 |
|
The 100 Year Pivot | Navigating a Changing Market with Grant Williams
|
Aug 03, 2025 |
|
The Bubble No One Can Sell | Dan Rasmussen on the Private Equity Trap
|
Jul 31, 2025 |
|
Darius Dale on the Fourth Turning, Fiscal Dominance, and the Case for a Melt-Up
|
Jul 29, 2025 |
|
The Risks of the Rise of Passive Investing | Mike Green
|
Jul 27, 2025 |
|
The Case for a Broadening Bull Market | Jim Paulsen
|
Jul 25, 2025 |
|
You’re Misreading the Rally | Liz Ann Sonders on What is Really Driving Market Returns
|
Jul 23, 2025 |
|
This Isn’t Priced In | PIMCO’s Libby Cantrill on the Policy Risks Markets Are Missing
|
Jul 20, 2025 |
|
False Recession Alarms. Real Risks. | Aahan Menon on What Investors Are Missing
|
Jul 16, 2025 |
|
How Option Dealer Flows Impact the Stock Market
|
Jul 11, 2025 |
|
The Great Moderation is Over. The Great Convergence is Here | Luca Paolini on What Comes Next
|
Jul 08, 2025 |
|
Whipsaws, Drawdowns, and Disbelief | Eric Crittenden on the Best Diversifier No One Buys
|
Jun 28, 2025 |
|
Broken Models. Misleading Yields | Ryan Krueger on Avoiding the Dividend Trap
|
Jun 25, 2025 |
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500,000 More Sellers Than Buyers. First Time in a Decade | Daryl Fairweather on What Comes Next
|
Jun 23, 2025 |
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Buffett Does It. Most Value Investors Don’t | Robert Hagstrom on the Real Key to Compounding
|
Jun 21, 2025 |
|
Recession Indicators Are Breaking. Inflation Isn’t | Megan Horneman on What Comes Next
|
Jun 19, 2025 |
|
Broken Data. Hidden Opportunity | GMO's Warren Chiang on Deep Value’s Historic Setup
|
Jun 15, 2025 |
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Blind to Power: The Hidden Investing Risk of Rising Strongmen | Peter Atwater
|
Jun 12, 2025 |
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Finding Great GARP Stocks with David Giroux
|
Jun 09, 2025 |
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The $9 Trillion Risk | Rupert Mitchell on the Unwind of US Dominance - And What Comes After It
|
Jun 07, 2025 |
|
Inside a Top Quant's Playbook | Joe Gubler on the Hidden Drivers of Alpha
|
Jun 05, 2025 |
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Big Decline. Big Rally. What the Charts Tell Us About What Comes Next | Katie Stockton
|
Jun 02, 2025 |
|
The Stimulus Deception | Rob Arnott Explains What Economists Are Getting Wrong
|
May 31, 2025 |
|
The Hidden Logic of Options | Put-Call Parity Explained with Legos
|
May 28, 2025 |
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Too Much Google, Tesla, Nvidia? | Wes Gray & Sri Narayan Explain a Smarter Way Out
|
May 24, 2025 |
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The Fourth Turning Is Now | Neil Howe on the Coming Financial Reset and Who Rebuilds What’s Broken
|
May 17, 2025 |
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What Investors Get Wrong About Trade Wars | Kai Wu
|
May 14, 2025 |
|
The Retail Rally Trap | Kris Sidial on Market Fragility and the Risks of Buy the Dip
|
May 06, 2025 |
|
Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap
|
May 03, 2025 |
|
The Market's Best-Kept Secret | Travis Prentice on Momentum's Surprising Edge
|
Apr 30, 2025 |
|
The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here
|
Apr 26, 2025 |
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The One Lesson: 50 Great Investors Share the One Thing They Would Teach You
|
Apr 21, 2025 |
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Behind the Scenes of the Madoff Scandal with a Trader on the Inside | Andrew Cohen
|
Apr 16, 2025 |
|
The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing
|
Apr 13, 2025 |
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The Secular Bull Market Isn't Dead: Jim Paulsen on Why Tariffs Won't Break It
|
Apr 09, 2025 |
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100 Baggers Leave Fingerprints | Chris Mayer Wrote the Book and Tells You How to Find Them
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Apr 07, 2025 |
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The Fastest Market Selloff Since 2020: Rick Ferri on Tactics to Survive and Thrive
|
Apr 05, 2025 |
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Heading to Recession Island | Will the Trump and Powell Puts Help Us Reverse Course? | Andy Constan
|
Mar 27, 2025 |
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The Soft Landing is a Myth: Here's What's Really Going on in the Economy | Cullen Roche
|
Mar 20, 2025 |
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Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia
|
Mar 13, 2025 |
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Money Delusions: Barry Ritholtz on the Elusive Definition of Money and How Not to Invest It
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Mar 07, 2025 |
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The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession
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Feb 27, 2025 |
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Nine Timeless Lessons from 2024 | Larry Swedroe
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Feb 21, 2025 |
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A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride
|
Feb 13, 2025 |
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Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran
|
Feb 07, 2025 |
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Tariffs, Bear Markets and the Hidden Knowledge Worker Recession | Dave Nadig and Jason Buck
|
Feb 05, 2025 |
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Timeless Lessons from History's Best Traders | Jack Schwager
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Jan 30, 2025 |
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Practical Lessons from Cliff Asness
|
Jan 27, 2025 |
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Busting 50 Years of Investing Myths | Rob Arnott
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Jan 23, 2025 |
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Building Intelligent Alpha Portfolios with ChatGPT | Doug Clinton
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Jan 16, 2025 |
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Beyond the Magnificent Seven: Liz Ann Sonders on Markets, Cycles & Investing
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Jan 09, 2025 |
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The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu
|
Jan 02, 2025 |
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Do You Really Need International Diversification? 10 Top Investors Debate
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Dec 30, 2024 |
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Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny
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Dec 27, 2024 |
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Inside the Secretive World of Pod Shops | Bob Elliott
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Dec 19, 2024 |
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Dispelling Big Investing Myths | Dan Rasmussen
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Dec 12, 2024 |
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Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures
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Dec 05, 2024 |
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What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig
|
Dec 02, 2024 |
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The Most Misunderstood Bull Market Ever | Jim Paulsen
|
Nov 27, 2024 |
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Bigger Extremes, Better Returns | Cliff Asness on the "Less Efficient Market Hypothesis"
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Nov 20, 2024 |
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Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt
|
Nov 14, 2024 |
|
Making Money from Market Chaos | Inside the Volatility World with Kris Sidial
|
Nov 07, 2024 |
|
A Deep Dive into Micro-Cap Investing | Ian Cassel
|
Oct 31, 2024 |
|
The Practical Implications of the Rise of Passive Investing | Mike Green
|
Oct 24, 2024 |
|
An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe
|
Oct 17, 2024 |
|
15 Ways to Lose Money in Markets | Ben Carlson
|
Oct 10, 2024 |
|
Investing in a Flows Driven World | Cem Karsan
|
Oct 03, 2024 |
|
What Investors Can Learn from a Year-Long Trading Experiment | Brent Donnelly
|
Sep 26, 2024 |
|
What Regular Investors Need to Know About Options Flows | Brent Kochuba
|
Sep 18, 2024 |
|
The Case for a Roaring 2020s | Ed Yardeni
|
Sep 12, 2024 |
|
The Harsh Truth About Investing Edge with Adam Butler
|
Sep 05, 2024 |
|
Value Investing in a Changing World with Aswath Damodaran
|
Aug 29, 2024 |
|
Challenging "Stocks for the Long Run" with Jason Buck
|
Aug 22, 2024 |
|
The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan
|
Aug 15, 2024 |
|
Challenging Conventional Investing Beliefs with Meb Faber
|
Aug 08, 2024 |
|
A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau
|
Aug 01, 2024 |
|
Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle
|
Jul 25, 2024 |
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The Case for a Continued Rally with Warren Pies
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Jul 18, 2024 |
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Passive Investing, Inflation and the Bifurcated Economy with Mike Green
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Jul 11, 2024 |
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Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History
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Jul 08, 2024 |
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A Tour of the Macroeconomic Landscape with Bob Elliott
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Jul 03, 2024 |
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Show Us Your Portfolio: Eric Crittenden
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Jun 27, 2024 |
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The Benefits of a Simple Investment Approach with Rick Ferri
|
Jun 20, 2024 |
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Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman
|
Jun 13, 2024 |
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Investing in India's Huge Future Potential with Anupam Ghose
|
Jun 06, 2024 |
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Energy Infrastructure Investing with Greg Reid
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May 30, 2024 |
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Redefining Moat Investing with Yuri Khodjamirian
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May 23, 2024 |
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Inside the Berkshire Hathaway Annual Meeting with Adam Mead
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May 16, 2024 |
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Corey Hoffstein and Ben Hunt | PNL For a Purpose
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May 09, 2024 |
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Mike Green and Mike Taylor | PNL For a Purpose
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May 06, 2024 |
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Cem Karsan and Andy Constan | PNL For A Purpose
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May 02, 2024 |
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Show Us Your Portfolio: Jared Dillian
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Apr 25, 2024 |
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Evaluating the Macro Landscape and Finding Great Companies with Jeff Muhlenkamp
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Apr 18, 2024 |
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Navigating the Islands of Macro with Andy Constan
|
Apr 11, 2024 |
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The Case for Value Investing with Tobias Carlisle
|
Apr 04, 2024 |
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Value Investing, Inflation and Expected Returns with Rob Arnott
|
Mar 28, 2024 |
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The AI Bubble Thesis with Doug Clinton
|
Mar 21, 2024 |
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Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins
|
Mar 14, 2024 |
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Investing in the Future of Health Care with Mike Taylor
|
Mar 08, 2024 |
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Show Us Your Portfolio: Bob Elliott
|
Feb 29, 2024 |
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Has Passive Investing Broken the Market? | Mike Green
|
Feb 22, 2024 |
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The Next Chapter for Inflation with Cullen Roche
|
Feb 15, 2024 |
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The No Landing Scenario with Cem Karsan
|
Feb 08, 2024 |
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Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira
|
Feb 01, 2024 |
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Show Us Your Portfolio: Katie Stockton
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Jan 25, 2024 |
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Show Us Your Portfolio: Andrew Beer
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Jan 18, 2024 |
|
High Conviction Value Investing with Chris Davis
|
Jan 11, 2024 |
|
What Generative AI Means for Investors with Adam Butler
|
Jan 04, 2024 |
|
100+ Great Investors Share Their Most Important Investing Lesson
|
Jan 04, 2024 |
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Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds
|
Dec 21, 2023 |
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Value, Momentum and Launching ETFs with Wes Gray
|
Dec 14, 2023 |
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Navigating the Factor Zoo with Matthias Hanauer
|
Dec 08, 2023 |
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The Enduring Legacy of Charlie Munger with Lawrence Cunningham
|
Dec 06, 2023 |
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Lessons From a Legendary Fund Manager with Joel Tillinghast
|
Nov 30, 2023 |
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How Popular Market Indexes Are Constructed with Athanasios Psarofagis
|
Nov 22, 2023 |
|
From Quant Investing to Venture Capital with Jim O'Shaughnessy
|
Nov 16, 2023 |
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Understanding the Changing Macro Landscape with Warren Pies and Fernando Vidal
|
Nov 09, 2023 |
|
A Deep Dive into Credit Investing with Joe Hegener
|
Nov 01, 2023 |
|
Quantifying Self Attribution Bias with Meng Wang
|
Oct 26, 2023 |
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All Weather Investing with Eric Crittenden
|
Oct 26, 2023 |
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The OPEX Effect with Jack, Justin and Brent Kochuba
|
Oct 17, 2023 |
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Behind the Podcast: Flirting with Models | Corey Hoffstein
|
Oct 12, 2023 |
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Show Us Your Portfolio: Jerry Parker
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Oct 05, 2023 |
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Lessons From 30 Years as a Value Investor | Steve Romick
|
Sep 29, 2023 |
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Excess Returns After Hours with Tobias Carlisle | Some Much Needed Therapy for Value Investors
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Sep 27, 2023 |
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Quantitative Asset Management - Building Systematic Real-World Strategies with Michael Robbins
|
Sep 22, 2023 |
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Conservative Investing - Using Trend Following to Manage Risk and Drawdowns with James St. Aubin
|
Sep 20, 2023 |
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Show Us Your Portfolio: Andy Constan
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Sep 14, 2023 |
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Show Us Your Portfolio: Cullen Roche
|
Sep 07, 2023 |
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High Quality Growth Investing in Europe with Alistair Wittet
|
Aug 31, 2023 |
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The Opportunity in Emerging Markets with AQR's Dan Villalon
|
Aug 24, 2023 |
|
Lessons from Evaluating Investment Managers with Clare Flynn Levy
|
Aug 17, 2023 |
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A Quant and a Financial Planner Discuss Factor Investing
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Aug 15, 2023 |
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Show Us Your Portfolio: Gary Antonacci
|
Aug 10, 2023 |
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Narrative as an Investing Factor with Ben Hunt
|
Aug 03, 2023 |
|
Show Us Your Portfolio: Adam Butler
|
Jul 27, 2023 |
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Finding Great Growth Companies with David Rolfe
|
Jul 20, 2023 |
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What Investors Need to Know About Emerging Market Debt with VanEck's Eric Fine
|
Jul 13, 2023 |
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Investing in Companies That Put Shareholders First with Joseph Boskovich
|
Jul 06, 2023 |
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Building a Six Factor Model Using Intangible Value with Kai Wu
|
Jun 29, 2023 |
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Show Us Your Portfolio: Larry Swedroe
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Jun 23, 2023 |
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Factor Investing for Retirement with DFA's Mathieu Pellerin
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Jun 21, 2023 |
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A Tour Around the Options World with SpotGamma's Brent Kochuba
|
Jun 15, 2023 |
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Replicating Hedge Funds, Lessons from Bridgewater and the Outlook for Inflation with Bob Elliott
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Jun 09, 2023 |
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Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton
|
Jun 07, 2023 |
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Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina
|
Jun 01, 2023 |
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The Impact of ChatGPT on Investing with Alejandro Lopez-Lira
|
May 25, 2023 |
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Bridging Academic Research and Real World Investing with Vanguard's Kevin Khang
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May 18, 2023 |
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New YouTube Episode: 70 Experts Share Their Most Important Investing Lesson
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May 15, 2023 |
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Show Us Your Portfolio: Harin de Silva
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May 11, 2023 |
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Show Us Your Portfolio: Mike Green
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May 04, 2023 |
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Show Us Your Portfolio: Jason Buck
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Apr 27, 2023 |
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Talking Technical Analysis with Katie Stockton
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Apr 21, 2023 |
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Inside the High Yield Debt Market with Rajay Bagaria
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Apr 19, 2023 |
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Show Us Your Portfolio: Cem Karsan
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Apr 13, 2023 |
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Enduring Investing and Life Lessons with Guy Spier
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Apr 06, 2023 |
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Factor Investing in Under the Radar Markets with Chris Covington
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Mar 30, 2023 |
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A Deep Dive into Custom and Direct Indexing with Ehren Stanhope
|
Mar 23, 2023 |
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Building an Inflation Fighting Portfolio With Dave Schassler
|
Mar 17, 2023 |
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What Investors Need to Know About the Collapse of Silicon Valley Bank with Cullen Roche
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Mar 15, 2023 |
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A Detailed Look at the "Night Effect" with Bruce Lavine
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Mar 09, 2023 |
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The Education of a Financial Planner: A Primer on College Saving and Planning
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Mar 06, 2023 |
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Show Us Your Portfolio: Corey Hoffstein
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Mar 02, 2023 |
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New Podcast - The Education of a Financial Planner: Episode 1: Goals-Based Planning
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Feb 27, 2023 |
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The Four Pillars of Macro with Andy Constan
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Feb 23, 2023 |
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A Deep Dive Into Earnings Quality with Columbia Professor Doron Nissim
|
Feb 16, 2023 |
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Relative Sentiment Investing with Ray Micaletti
|
Feb 09, 2023 |
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The Art and Science of Intelligent Fund Selection with Joe Wiggins
|
Feb 02, 2023 |
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Inside the Madoff Scandal with Madoff Trader and Investor Andrew Cohen
|
Jan 26, 2023 |
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Value Investing and Lifelong Learning with Cole Smead
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Jan 19, 2023 |
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A Complete Guide to Factor Investing with Andy Berkin
|
Jan 13, 2023 |
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The Biggest Lessons From Our Five Most Popular Podcasts of 2022
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Jan 05, 2023 |
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High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp
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Dec 29, 2022 |
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Innovative Small ETF Firms Challenging the Big Players
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Dec 22, 2022 |
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What Investors Need to Know About Geopolitics with Marko Papic
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Dec 15, 2022 |
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An Evidence-Based Approach to Markets with Larry Swedroe
|
Dec 08, 2022 |
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Talking Convexity, Interest Rates and the Future of Inflation with Harley Bassman
|
Nov 29, 2022 |
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A Common Sense Approach to Markets with Ben Carlson
|
Nov 22, 2022 |
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Show Us Your Portfolio: Ben Hunt
|
Nov 17, 2022 |
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Talking Trend Following with Original Turtle Trader Jerry Parker
|
Nov 10, 2022 |
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Show Us Your Portfolio: Ryan Kirlin
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Nov 03, 2022 |
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Show Us Your Portfolio: Rob Arnott
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Oct 27, 2022 |
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Replicating Hedge Fund Strategies with Andrew Beer
|
Oct 20, 2022 |
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Show Us Your Portfolio: Dr. Daniel Crosby
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Oct 13, 2022 |
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Low Volatility Investing and the Conservative Formula with Pim van Vliet
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Oct 06, 2022 |
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Show Us Your Portfolio: Brent Kochuba
|
Sep 29, 2022 |
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Six Experts Help Us Understand the Future of the 60-40 Portfolio – And Some Alternatives to It
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Sep 22, 2022 |
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Show Us Your Portfolio: Darius Dale
|
Sep 15, 2022 |
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Show Us Your Portfolio: Ryan Krueger
|
Sep 08, 2022 |
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Everything Investors Need to Know About Federal Reserve Policy with Cullen Roche
|
Sep 01, 2022 |
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Talking All Things Value Investing with Tobias Carlisle
|
Aug 25, 2022 |
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Show Us Your Portfolio: Rick Ferri
|
Aug 18, 2022 |
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Show Us Your Portfolio: Phil Huber
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Aug 11, 2022 |
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Constructing an Intangible Asset Based Value Strategy with Kai Wu
|
Aug 04, 2022 |
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What is the One Lesson You Would Teach the Average Investor? Ten Great Investors Tell Us
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Jul 28, 2022 |
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Value Investing, Compounding and Lifelong Learning with Gautam Baid
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Jul 25, 2022 |
|
Finding Opportunity in the Technology Stock Storm with Robert Cantwell and Lars Cianciolo
|
Jul 20, 2022 |
|
Option Dealer Flows, Inflation and Investing in a Changing World with Cem Karsan
|
Jul 15, 2022 |
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Investing in a World of Low Expected Returns with AQR's Antti Ilmanen
|
Jul 12, 2022 |
|
The Average Investor's Guide to the Current Bear Market
|
Jul 01, 2022 |
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The Case for Long-Term Value Investing with Jim Cullen
|
Jun 28, 2022 |
|
Six Experts Help Us Understand Momentum Investing
|
Jun 21, 2022 |
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Show Us Your Portfolio: Wes Gray
|
Jun 14, 2022 |
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Everything Investors Need to Know About Risk Parity with Adam Butler
|
Jun 07, 2022 |
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Systematic Global Macro Investing with GMO’s Martin Emery
|
Jun 02, 2022 |
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Four Ways Value Investors Can Use Momentum
|
May 31, 2022 |
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What Investors Need to Know About the Impact of Options on the Stock Market with Brent Kochuba
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May 24, 2022 |
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Harnessing Empirical Finance in Long-Term Investing Strategies with Dimensional’s Savina Rizova
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May 19, 2022 |
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Mike Green on the Dangers of the Rise of Passive Investing
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May 12, 2022 |
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Navigating Bull and Bear Markets Using Trend Following
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May 08, 2022 |
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Ten of the Biggest Financial Mistakes Investors Make – And How To Avoid Them – With Peter Lazaroff
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May 05, 2022 |
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Show Us Your Portfolio: Meb Faber
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Apr 26, 2022 |
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Jack Schwager on What We Can Learn From History’s Best Traders
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Apr 21, 2022 |
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Four Experts Help Us Understand Inflation - And What It Means for Investors
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Apr 14, 2022 |
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Applying Machine Learning to Value Investing with Euclidean’s John Alberg
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Apr 10, 2022 |
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The Importance of Drawdown Management in Retirement Planning
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Apr 03, 2022 |
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Constructing a Crypto Index with Jeremy Schwartz and Michael Batnick
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Mar 27, 2022 |
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Breaking Down the Russia Ukraine Conflict with Epsilon Theory’s Ben Hunt
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Mar 20, 2022 |
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Ten Great Investors Share the One Lesson They Would Teach the Average Investor
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Mar 13, 2022 |
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Dual Momentum Investing with Gary Antonacci
|
Mar 08, 2022 |
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Gamma, Vanna, Charm and the Impact of Options on the Stock Market with Jason DeLorenzo
|
Mar 03, 2022 |
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Systematic Macro Investing with 42 Macro Founder Darius Dale
|
Feb 20, 2022 |
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An Inside Look at the GameStop Story and the Revolution That Wasn't With Spencer Jakab
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Feb 13, 2022 |
|
Motley Fool Founder David Gardner on Finding Rule Breaking Growth Stocks
|
Feb 06, 2022 |
|
Some Thoughts on the Recent Market Decline
|
Jan 30, 2022 |
|
In Pursuit of the Perfect Portfolio with Stephen Foerster
|
Jan 25, 2022 |
|
A Deep Dive Into Quality Growth Investing with Harding Loevner's Rick Schmidt
|
Jan 20, 2022 |
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Six Lessons We Learned While Navigating the Market in 2021
|
Jan 09, 2022 |
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10 Lessons From Our 5 Most Popular Podcasts of 2021 - Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, Tobias Carlisle
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Jan 02, 2022 |
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A Tactical Approach to Conservative Investing with Sierra Investment Management's Dave Wright
|
Dec 28, 2021 |
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Michael Mauboussin on Valuation, Base Rates and Expectations Investing
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Dec 19, 2021 |
|
Is the Market Rigged in Favor of Corporate Insiders? We Talk to Wharton Professor Daniel Taylor to Find Out
|
Dec 12, 2021 |
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Inflation, Factors and Stock Returns with Ehren Stanhope
|
Dec 05, 2021 |
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Andrew Thrasher Schools Two Value Guys on Technical Analysis and Forecasting Volatility Tsunamis
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Nov 28, 2021 |
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Lu Zhang On The Evolution of Asset Pricing Models And His First Principles Approach to Improve Them
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Nov 21, 2021 |
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An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert
|
Nov 16, 2021 |
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Sheridan Titman On His Seminal Paper on Momentum Investing and What He Has Learned Since
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Nov 07, 2021 |
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Everything You Need to Know About Inflation with Cullen Roche
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Oct 31, 2021 |
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Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth
|
Oct 24, 2021 |
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The Underappreciated Growth Story of Emerging Markets with Kevin Carter
|
Oct 17, 2021 |
|
Worried About the Future of the 60-40 Portfolio? We Look at Some Alternatives
|
Oct 10, 2021 |
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Balancing Return and Risk in Factor Investing with Harin de Silva
|
Oct 03, 2021 |
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Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker
|
Sep 26, 2021 |
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Return Stacking with Corey Hoffstein and Rodrigo Gordillo
|
Sep 19, 2021 |
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Gregg Fisher on the Future of Value, Investing in Innovation and Lessons From 20+ Years as a Quant
|
Sep 16, 2021 |
|
The Elusive Definition of Quality
|
Sep 12, 2021 |
|
An In-Depth Look at Factor Valuation - And Which Factors Look Cheap Today
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Sep 05, 2021 |
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Investing in Quality Dividend Growers to Achieve Your "Freedom Day" With Ryan Krueger
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Aug 29, 2021 |
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The Downside of Conviction
|
Aug 15, 2021 |
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Combining Growth and Momentum Investing with O'Neil Global's Randy Watts and WisdomTree's Jeremy Schwartz
|
Aug 12, 2021 |
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The Return of Tobias Carlisle
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Aug 05, 2021 |
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A Deep Dive into Sector Investing with State Street's Matt Bartolini
|
Jul 29, 2021 |
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The Facts About Factor Timing
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Jul 25, 2021 |
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The Truth About Dividend Investing
|
Jul 18, 2021 |
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The Underrated Role of Behavior in Investing with Joe Wiggins
|
Jul 15, 2021 |
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An Inside Look at the Contrarian Investment Strategy of David Dreman
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Jul 11, 2021 |
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The Hidden Benefits of Rebalancing - And Some Tactics to Optimize the Process
|
Jul 04, 2021 |
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The Biggest Lessons From Our First 100 Episodes
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Jul 01, 2021 |
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Rob Arnott on Inflation, Bubbles and the Future of Value Investing
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Jun 24, 2021 |
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Some Quantitative Alternatives to the 60-40 Portfolio
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Jun 20, 2021 |
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A Deep Dive into Factor Investing and the Future Potential of China with Jason Hsu
|
Jun 13, 2021 |
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Finding Quality Value Stocks With Joseph Piotroski's F Score Methodology
|
Jun 06, 2021 |
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Robert Hagstrom on Warren Buffett, Bill Miller and Finding High Quality Companies
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Jun 03, 2021 |
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Could ARK Pose a Systemic Risk to the Market? A Look at How ETFs Work Can Help Us Find Out
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May 30, 2021 |
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Inside the First Hedge Fund to ETF Conversion and Finding Long-Term Compounders with Robert Cantwell
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May 27, 2021 |
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What Valuation Can Tell You About the Market – And What it Can’t
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May 24, 2021 |
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A Safety First Approach to Retirement Planning and the Problems with the 4% Rule with Wade Pfau
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May 20, 2021 |
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Some Options for Managing Risk After a Big Market Run
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May 16, 2021 |
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An In Depth Look at Asset Allocation with Jim Masturzo of Research Affiliates
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May 13, 2021 |
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Strategy Focus: Low Volatility Investing and the Conservative Formula
|
May 09, 2021 |
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Six Potential Metrics to Help Limit Value Traps
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May 03, 2021 |
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Investing in Freedom in Emerging Markets with Perth Tolle, Founder of Life + Liberty Indexes
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Apr 29, 2021 |
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Academic Research Spotlight: Migration by Eugene Fama and Kenneth French
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Apr 25, 2021 |
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The Three Keys to Understanding Investing Bubbles
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Apr 18, 2021 |
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A Detailed Look at All Weather Investing with Eric Crittenden
|
Apr 15, 2021 |
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The Changing Nature of Momentum Investing
|
Apr 11, 2021 |
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The Strengths and Weaknesses of the Major Value Metrics
|
Apr 05, 2021 |
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The History of Berkshire Hathaway and Warren Buffett with Adam Mead
|
Apr 01, 2021 |
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Quantifying The Motley Fool’s Small Cap Growth Investment Strategy
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Mar 28, 2021 |
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Rafael Resendes On Intrinsic Value, Economic Margin and How Some Value Models Have Lost Their Way
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Mar 25, 2021 |
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What Has Really Driven the Rebound in Value Stocks?
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Mar 21, 2021 |
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Machine Learning, Fantasy Football and Factor Investing with Kevin Zatloukal
|
Mar 14, 2021 |
|
Lessons From Warren Buffett's 2021 Annual Letter
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Mar 07, 2021 |
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Bridgeway Founder John Montgomery On Their Unique Culture and Lessons From a 25+ Year Career in Quant Investing
|
Mar 04, 2021 |
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Academic Research Spotlight: Replicating Anomalies by Lu Zhang, Chen Xue and Kewei Hou
|
Feb 28, 2021 |
|
GameStop: What Happened, How it Happened, and Lessons We Can Learn From It
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Feb 21, 2021 |
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The Elusive Definition of Risk – And Some Practical Ways to Measure It
|
Feb 14, 2021 |
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A Detailed Look at Joel Greenblatt's Magic Formula Method
|
Feb 07, 2021 |
|
An In Depth Look at Momentum Investing and Trend Following with Jack Vogel
|
Feb 04, 2021 |
|
The Impact of Intangible Assets on Value Investing
|
Jan 31, 2021 |
|
Interview: Replicating Private Equity Returns In Public Markets with Verdad’s Brian Chingono
|
Jan 28, 2021 |
|
Examining the Arguments Against Value Investing
|
Jan 24, 2021 |
|
Why Dividend Investing May Be Overrated
|
Jan 17, 2021 |
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Breaking Down the Investment Strategy of Peter Lynch
|
Jan 10, 2021 |
|
The Importance of Expectations in Investing
|
Jan 03, 2021 |
|
The Biggest Lessons From Our Five Most Popular Interviews of 2020
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Dec 27, 2020 |
|
Eight Timeless Lessons All Investors Can Learn From Warren Buffett
|
Dec 20, 2020 |
|
Making Sense of Fed Intervention, Fiscal Stimulus and MMT with Cullen Roche
|
Dec 17, 2020 |
|
Twin Momentum: Combining Fundamental and Price Momentum Together In One Quantitative Model
|
Dec 13, 2020 |
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Lessons From Our First Year of Podcasting
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Dec 06, 2020 |
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Why Eliminating Discretion from Quantitative Models is Harder Than You Think
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Nov 29, 2020 |
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Is Value Investing Dead?
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Nov 25, 2020 |
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Why You Shouldn’t Try To Copy Warren Buffett
|
Nov 22, 2020 |
|
The Fundamental Principles of Benjamin Graham and Whether They Still Work Today
|
Nov 15, 2020 |
|
Monopolies, Intangible Assets and the Disruptive Economy with Kai Wu
|
Nov 12, 2020 |
|
Are Flows Into The S&P 500 And Other Passive Indexes Distorting The Market?
|
Nov 08, 2020 |
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Interview: The Birth, Growth & Death of Investing Factors with Adam Butler
|
Nov 05, 2020 |
|
Why Your Politics Shouldn't Affect Your Investment Portfolio
|
Nov 01, 2020 |
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The Dangers of Trying to Outsmart the Market
|
Oct 25, 2020 |
|
Interview: Curating Investing Content and Sharing Knowledge w/ Tadas Viskanta of Abnormal Returns and Ritholtz Wealth Management
|
Oct 22, 2020 |
|
Why Growth Investing is Harder Than You Think
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Oct 18, 2020 |
|
Interview: A Multi-Disciplinary Approach to Investing and Learning with Nir Kaissar
|
Oct 15, 2020 |
|
Interview: Liquidity Cascades with Corey Hoffstein
|
Oct 11, 2020 |
|
Why the S&P 500 is an Active Portfolio, and Other Observations on the Stages of Active Management
|
Oct 04, 2020 |
|
Interview: The Past, Present and Future of Investing with Morningstar's John Rekenthaler
|
Sep 27, 2020 |
|
Bonus Episode: Six Narratives Shaping The Market In 2020
|
Sep 24, 2020 |
|
Why the Stock Market is Near All Time Highs Despite the Major Issues in the Economy
|
Sep 20, 2020 |
|
Is Direct Indexing the Future of Investing?
|
Sep 13, 2020 |
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Six Lessons New Robinhood Traders Could Learn From Peter Lynch
|
Sep 06, 2020 |
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Interview: Bridging Academic Research and Real World Investing with Professor Partha Mohanram
|
Aug 30, 2020 |
|
Four Reasons Value Investing Might Not be Dead Yet
|
Aug 23, 2020 |
|
Interview: A Conversation about Buffett, Berkshire & High-Quality Shareholders w/ Professor Lawrence Cunningham
|
Aug 16, 2020 |
|
Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?
|
Aug 09, 2020 |
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Finding Diamonds in the Rough Among Growth Stocks
|
Aug 02, 2020 |
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The Danger of Learning From Your Mistakes
|
Jul 26, 2020 |
|
Active Value Investing in a Changing World with Vitaliy Katsenelson
|
Jul 19, 2020 |
|
Is the Price/Book Ratio Dead?
|
Jul 12, 2020 |
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Can Warren Buffett Be Quantified?
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Jul 05, 2020 |
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The Pros and Cons of Quantitative and Discretionary Investing
|
Jun 28, 2020 |
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Interview: Timeless Investing and Life Lessons with Jim O’Shaughnessy
|
Jun 21, 2020 |
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The Danger of Focusing on What Should Be and Missing What Is
|
Jun 14, 2020 |
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Quality and Low Volatility: The Factors That Shouldn't Work
|
Jun 07, 2020 |
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Interview: Systematic Value Investing with Wes Gray
|
May 31, 2020 |
|
An In Depth Look at Momentum Investing
|
May 24, 2020 |
|
The Pros and Cons of Factor Timing
|
May 17, 2020 |
|
The Challenges of Multi-Factor Investing
|
May 10, 2020 |
|
The Impact of COVID-19 on Value Investing
|
May 03, 2020 |
|
Psychology and COVID-19 with Dr. Daniel Crosby
|
Apr 26, 2020 |
|
The Limits to Lessons From Past Bear Markets
|
Apr 19, 2020 |
|
The Dangers of Hindsight Bias
|
Apr 12, 2020 |
|
Interview: Value Investing with Tobias Carlisle
|
Apr 06, 2020 |
|
The Importance of Challenging Your Own Beliefs
|
Mar 29, 2020 |
|
Looking at Different Ways to Manage Risk
|
Mar 22, 2020 |
|
Q&A: Answering Investors' Questions in Uncertain and Volatile Times
|
Mar 19, 2020 |
|
Some Thoughts on Market Panics
|
Mar 15, 2020 |
|
Some Thoughts on the Struggles of Factor Investing in the Past Decade
|
Mar 08, 2020 |
|
The Dangers of Headline Investing
|
Mar 01, 2020 |
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The Pros and Cons of Trend Following
|
Feb 23, 2020 |
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The Pitfalls of Back Testing
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Feb 16, 2020 |
|
Lessons From Our Most Read Five Questions Interviews
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Feb 09, 2020 |
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The Benefits of a Value Composite
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Feb 02, 2020 |
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The Perils of Market Forecasting
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Jan 26, 2020 |
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The Challenges of Developing a Sell Strategy
|
Jan 19, 2020 |
|
Bonus: Long Live Value Investing?
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Jan 17, 2020 |
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The Case Against Value Stocks
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Jan 12, 2020 |
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The Double Edged Sword of Avoiding Value Traps
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Jan 05, 2020 |
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Lessons From the March For the Fallen
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Dec 29, 2019 |
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Six Common Misconceptions About Factor-Based Strategies
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Dec 22, 2019 |
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The Rising Bar for Active Management
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Dec 15, 2019 |
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The Mechanics of Value Investing
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Nov 26, 2019 |
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Excess Returns (Trailer)
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Nov 25, 2019 |