Excess Returns

332 Episodes

1. Mike Green and Mike Taylor | PNL For a Purpose

   Published: 5/6/2024
2. Cem Karsan and Andy Constan | PNL For A Purpose

   Published: 5/2/2024
3. Show Us Your Portfolio: Jared Dillian

   Published: 4/25/2024
4. Evaluating the Macro Landscape and Finding Great Companies with Jeff Muhlenkamp

   Published: 4/18/2024
5. Navigating the Islands of Macro with Andy Constan

   Published: 4/11/2024
6. The Case for Value Investing with Tobias Carlisle

   Published: 4/4/2024
7. Value Investing, Inflation and Expected Returns with Rob Arnott

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 1/4/2024
20. 100+ Great Investors Share Their Most Important Investing Lesson

    Published: 1/4/2024