Excess Returns

266 Episodes

1. Value Investing, Inflation and Expected Returns with Rob Arnott

   Published: 3/28/2024
2. The AI Bubble Thesis with Doug Clinton

   Published: 3/21/2024
3. Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins

   Published: 3/14/2024
4. Investing in the Future of Health Care with Mike Taylor

   Published: 3/8/2024
5. Show Us Your Portfolio: Bob Elliott

   Published: 2/29/2024
6. Has Passive Investing Broken the Market? | Mike Green

   Published: 2/22/2024
7. The Next Chapter for Inflation with Cullen Roche

   Published: 2/15/2024
8. The No Landing Scenario with Cem Karsan

   Published: 2/8/2024
9. Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira

   Published: 2/1/2024
10. Show Us Your Portfolio: Katie Stockton

    Published: 1/25/2024
11. Show Us Your Portfolio: Andrew Beer

    Published: 1/18/2024
12. High Conviction Value Investing with Chris Davis

    Published: 1/11/2024
13. What Generative AI Means for Investors with Adam Butler

    Published: 1/4/2024
14. 100+ Great Investors Share Their Most Important Investing Lesson

    Published: 1/4/2024
15. Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds

    Published: 12/21/2023
16. Value, Momentum and Launching ETFs with Wes Gray

    Published: 12/14/2023
17. Navigating the Factor Zoo with Matthias Hanauer

    Published: 12/8/2023
18. The Enduring Legacy of Charlie Munger with Lawrence Cunningham

    Published: 12/6/2023
19. Lessons From a Legendary Fund Manager with Joel Tillinghast

    Published: 11/30/2023
20. How Popular Market Indexes Are Constructed with Athanasios Psarofagis

    Published: 11/22/2023