Excess Returns

Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap

The Market's Best-Kept Secret | Travis Prentice on Momentum's Surprising Edge

The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here

The One Lesson: 50 Great Investors Share the One Thing They Would Teach You

Behind the Scenes of the Madoff Scandal with a Trader on the Inside | Andrew Cohen

The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing

The Secular Bull Market Isn't Dead: Jim Paulsen on Why Tariffs Won't Break It

Future 100 Baggers in the Wreckage? Chris Mayer on How to Find Them

The Fastest Market Selloff Since 2020: Rick Ferri on Tactics to Survive and Thrive

Heading to Recession Island | Will the Trump and Powell Puts Help Us Reverse Course? | Andy Constan

The Soft Landing is a Myth: Here's What's Really Going on in the Economy | Cullen Roche

Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia

Money Delusions: Barry Ritholtz on the Elusive Definition of Money and How Not to Invest It

The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession

This podcast features an interview with Mike Green, discussing his concerns about the US economy and the accuracy of inflation metrics. The conversation covers Green's analysis of the Chicago Fed National Activity Index, his belief that the current inflation measures are flawed, and the implications of the rising gig ...

Nine Timeless Lessons from 2024 | Larry Swedroe

A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride

Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran

Click Beta Ep. 1 | Tariffs, Bear Markets and the Hidden Knowledge Worker Recession

Timeless Lessons from History's Best Traders | Jack Schwager

Practical Lessons from Cliff Asness