Excess Returns

332 Episodes

1. The Impact of Intangible Assets on Value Investing

   Published: 1/31/2021
2. Interview: Replicating Private Equity Returns In Public Markets with Verdad’s Brian Chingono

   Published: 1/28/2021
3. Examining the Arguments Against Value Investing

   Published: 1/24/2021
4. Why Dividend Investing May Be Overrated

   Published: 1/17/2021
5. Breaking Down the Investment Strategy of Peter Lynch

   Published: 1/10/2021
6. The Importance of Expectations in Investing

   Published: 1/3/2021
7. The Biggest Lessons From Our Five Most Popular Interviews of 2020

   Published: 12/27/2020
8. Eight Timeless Lessons All Investors Can Learn From Warren Buffett

   Published: 12/20/2020
9. Making Sense of Fed Intervention, Fiscal Stimulus and MMT with Cullen Roche

   Published: 12/17/2020
10. Twin Momentum: Combining Fundamental and Price Momentum Together In One Quantitative Model

    Published: 12/13/2020
11. Lessons From Our First Year of Podcasting

    Published: 12/6/2020
12. Why Eliminating Discretion from Quantitative Models is Harder Than You Think

    Published: 11/29/2020
13. Is Value Investing Dead?

    Published: 11/25/2020
14. Why You Shouldn’t Try To Copy Warren Buffett

    Published: 11/22/2020
15. The Fundamental Principles of Benjamin Graham and Whether They Still Work Today

    Published: 11/15/2020
16. Monopolies, Intangible Assets and the Disruptive Economy with Kai Wu

    Published: 11/12/2020
17. Are Flows Into The S&P 500 And Other Passive Indexes Distorting The Market?

    Published: 11/8/2020
18. Interview: The Birth, Growth & Death of Investing Factors with Adam Butler

    Published: 11/5/2020
19. Why Your Politics Shouldn't Affect Your Investment Portfolio

    Published: 11/1/2020
20. The Dangers of Trying to Outsmart the Market

    Published: 10/25/2020