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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

Trend Following and Technical Analysis | Jerry Parker and Katie Stockton | PNL For a Purpose

The Fed and the Future of Inflation | Joseph Wang and Cullen Roche | PNL for a Purpose

The Next Phase of Inflation | Bob Elliott and Darius Dale | PNL for a Purpose

The Hard Landing Scenario | Mike Green and Mike Taylor | PNL For a Purpose

The Soft Landing Fallacy | Cem Karsan and Andy Constan | PNL For A Purpose

PNL For a Purpose 2024 - Livestreaming to Help Fight Cancer

Fact or Fiction: Inflation, Taxes and the End of the Star Manager Era

Show Us Your Portfolio: Jared Dillian

The Double-Edged Sword of Trend Following

Finding Great Companies in a Challenging Macro Environment with Jeff Muhlenkamp

The Return of Volatility | The OPEX Effect Episode 7

The Importance of Managing Drawdowns in Retirement

The Script for Killing Inflation with Andy Constan

Volatility Suppression

Defying the Risk and Return Tradeoff | An In Depth Look at Low Volatility Investing

A Value Investing MasterClass | Tobias Carlisle

Lessons from Danny Kahneman | Investing in Practice Rather Than Theory

The Case for a Value Resurgence | Rob Arnott

Understanding the Measurement of Inflation | The Behind-the-Scenes Details of CPI, PCE, OER and More

The AI Bubble Thesis with Doug Clinton | The Case for a Coming Tech Boom Bigger Than the Dotcom

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