Excess Returns

332 Episodes

1. Combining Growth and Momentum Investing with O'Neil Global's Randy Watts and WisdomTree's Jeremy Schwartz

   Published: 8/12/2021
2. The Return of Tobias Carlisle

   Published: 8/5/2021
3. A Deep Dive into Sector Investing with State Street's Matt Bartolini

   Published: 7/29/2021
4. The Facts About Factor Timing

   Published: 7/25/2021
5. The Truth About Dividend Investing

   Published: 7/18/2021
6. The Underrated Role of Behavior in Investing with Joe Wiggins

   Published: 7/15/2021
7. An Inside Look at the Contrarian Investment Strategy of David Dreman

   Published: 7/11/2021
8. The Hidden Benefits of Rebalancing - And Some Tactics to Optimize the Process

   Published: 7/4/2021
9. The Biggest Lessons From Our First 100 Episodes

   Published: 7/1/2021
10. Rob Arnott on Inflation, Bubbles and the Future of Value Investing

    Published: 6/24/2021
11. Some Quantitative Alternatives to the 60-40 Portfolio

    Published: 6/20/2021
12. A Deep Dive into Factor Investing and the Future Potential of China with Jason Hsu

    Published: 6/13/2021
13. Finding Quality Value Stocks With Joseph Piotroski's F Score Methodology

    Published: 6/6/2021
14. Robert Hagstrom on Warren Buffett, Bill Miller and Finding High Quality Companies

    Published: 6/3/2021
15. Could ARK Pose a Systemic Risk to the Market? A Look at How ETFs Work Can Help Us Find Out

    Published: 5/30/2021
16. Inside the First Hedge Fund to ETF Conversion and Finding Long-Term Compounders with Robert Cantwell

    Published: 5/27/2021
17. What Valuation Can Tell You About the Market – And What it Can’t

    Published: 5/24/2021
18. A Safety First Approach to Retirement Planning and the Problems with the 4% Rule with Wade Pfau

    Published: 5/20/2021
19. Some Options for Managing Risk After a Big Market Run

    Published: 5/16/2021
20. An In Depth Look at Asset Allocation with Jim Masturzo of Research Affiliates

    Published: 5/13/2021