Excess Returns

Busting 50 Years of Investing Myths | Rob Arnott

Can ChatGPT Beat the Market? Doug Clinton Launched an ETF to Find Out

Beyond the Magnificent Seven: Liz Ann Sonders on Markets, Cycles & Investing

The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu

Do You Really Need International Diversification? 10 Top Investors Debate

In this episode of the Excess Returns podcast, experts weigh in on the ongoing debate about international diversification for U.S. investors. Through a series of recorded interviews, financial professionals like Corey Hoffstein, Meb Faber, and Larry Swedroe share contrasting perspectives. The discussion explores what "...

Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny

In this episode of the Excess Returns podcast, Jacob Pozharny from Bridgeway Capital Management discusses the growing significance of intangible assets in how we value companies and approach investments. He introduces the idea of "intangible intensity," explaining how we can measure it through capitalized intangible as...

Inside the Mysterious World of Pod Shops: The Elite $300 Billion Hedge Fund Strategy | Bob Elliott

Dispelling Big Investing Myths | Dan Rasmussen

Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures

What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig

The Most Misunderstood Bull Market Ever | Jim Paulsen

Bigger Extremes, Better Returns | Cliff Asness on the "Less Efficient Market Hypothesis"

Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt

Making Money from Market Chaos | Inside the Volatility World with Kris Sidial

A Deep Dive into Micro-Cap Investing | Ian Cassel

The Practical Implications of the Rise of Passive Investing | Mike Green

An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe

15 Ways to Lose Money in Markets | Ben Carlson

Investing in a Flows Driven World | Cem Karsan

What Investors Can Learn from a Year-Long Trading Experiment | Brent Donnelly