Everything You Need to Know About Inflation with Cullen Roche
01 Nov 2021
1h 3m
Excess Returns · Investment
Excess Returns
We take complex investing topics and make them understandable for everyday investors. Subscribe to get new interviews every week with great investors and deep dives into topics like macroeconomics, value investing, factor investing, and more.
Episodes
Ritholtz Wealth's Bill Sweet Talks Biden Tax Plan, Direct Indexing & Lessons From Their Rapid Growth
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The Underappreciated Growth Story of Emerging Markets with Kevin Carter
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Worried About the Future of the 60-40 Portfolio? We Look at Some Alternatives
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Balancing Risk & Return in Factor Investing with Harin de Silva
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Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker
27 Sep 2021
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Return Stacking w/ Corey Hoffstein (NewFound Research) & Rodrigo Gordillo (ReSolve Asset Management)
20 Sep 2021
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Gregg Fisher, Multi-Factor Pioneer, Talks Behavior, Innovation & Lessons From 20+ Years as a Quant
16 Sep 2021
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The Elusive Definition of Quality
13 Sep 2021
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An In-Depth Look at Factor Valuation - And Which Factors Look Cheap Today
07 Sep 2021
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Investing in Quality Dividend Growers to Achieve Your "Freedom Day" With Ryan Krueger
30 Aug 2021
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The Downside of Conviction
16 Aug 2021
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Blending Growth & Momentum Investing with O'Neil Global's Randy Watts & WisdomTree's Jeremy Schwartz
12 Aug 2021
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Revisiting All Things Value with Tobias Carlisle of the Acquirer's Funds
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An In-Depth Look at Sector Investing with State Street’s Matt Bartolini
29 Jul 2021
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The Facts About Factor Timing
26 Jul 2021
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You Can't Handle The Truth About Dividend Investing
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The Underrated Role of Behavior in Investing with Joe Wiggins
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An Inside Look at the Contrarian Investment Strategy of David Dreman
12 Jul 2021
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The Hidden Benefits of Rebalancing - And Some Tactics to Optimize the Process
06 Jul 2021
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