Excess Returns

Practical Lessons from Warren Pies

The Costly Mistakes Investors Made in 2024 - And How to Avoid Them | Larry Swedroe

Danger in Market Calm? What the Options Market Tells Us About What Comes Next

Practical Lessons from Cem Karsan | Inside the Hidden Forces Moving Markets

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

Practical Lessons from Jim Paulsen

Show Us Your Portfolio: Mike Taylor | Inside the Personal Portfolio of a Former Citadel Trader

Bear Markets, Tariffs and the Hidden Knowledge Worker Recession

Practical Lessons from Jason Buck | The Benefits of an All-Weather Investment Strategy

Inside the Minds of History's Best Traders: Real World Lessons from Market Wizards | Jack Schwager

In episode 300 of Excess Returns, Matt Ziegler interviews Jack Schwager, author of the Market Wizards series, about timeless wisdom in trading. Schwager discusses his early career, emphasizing the importance of risk management and knowing when to exit a trade before entering. He recounts his initial job as a market ana...

Practical Lessons from Ed Yardeni

Busting 50 Years of Investing Myths | Rob Arnott

Practical Lessons from Cliff Asness

Building an Intelligent Alpha ETF with ChatGPT | Doug Clinton

The Calm Before the Storm? | The Warning Signs Inside the Options Market

Practical Lessons from Warren Buffett

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

Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives

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

The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time