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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

10 Lessons from Warren Buffett's Annual Letter | Munger, Apple and the Challenges of Scale

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

The Nvidia Conundrum | The OPEX Effect | March 2024

Ten Simple Lessons from Fama and French

Investing in the Future of Health Care with Mike Taylor | Ozempic, Cancer, Aging and More

The S&P 500 Is Highly Concentrated | Should You Be Worried?

Show Us Your Portfolio: Bob Elliott | How a Former Bridgewater Trader Manages His Own Money

David Einhorn Says the Market is Broken | We Debate Whether He is Right

The Risks of The Rise of Passive Investing with Mike Green

The Intentional Investor | Justin Castelli

The Next Chapter for Inflation with Cullen Roche

Extreme Call Buying | The OPEX Effect | February 2024

The Two Sides of Risk | And How to Manage It

The No Landing Scenario | Cem Karsan |The Case for Structural Inflation

Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds

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

Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More

Show Us Your Portfolio: Katie Stockton

The Key Criteria to Look at When Evaluating Active ETFs

Show Us Your Portfolio: Andrew Beer

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