Excess Returns

Corey Hoffstein and Ben Hunt | PNL For a Purpose

Mike Green and Mike Taylor | PNL For a Purpose

Cem Karsan and Andy Constan | PNL For A Purpose

Show Us Your Portfolio: Jared Dillian

Evaluating the Macro Landscape and Finding Great Companies with Jeff Muhlenkamp

Navigating the Islands of Macro with Andy Constan

The Case for Value Investing with Tobias Carlisle

Value Investing, Inflation and Expected Returns with Rob Arnott

The AI Bubble Thesis with Doug Clinton

Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins

Investing in the Future of Health Care with Mike Taylor

Show Us Your Portfolio: Bob Elliott

Has Passive Investing Broken the Market? | Mike Green

The Next Chapter for Inflation with Cullen Roche

The No Landing Scenario with Cem Karsan

Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira

Show Us Your Portfolio: Katie Stockton

Show Us Your Portfolio: Andrew Beer

High Conviction Value Investing with Chris Davis

Long-term wealth creation requires viewing stocks as businesses rather than trading instruments. Chris Davis, Chairman of Davis Advisors, emphasizes that financial statements often mask true value, particularly for high-growth companies like Amazon, where customer acquisition costs are expensed rather than capitalized....

What Generative AI Means for Investors with Adam Butler