Excess Returns
A podcast by Excess Returns
332 Episodes
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Mike Green and Mike Taylor | PNL For a Purpose
Published: 5/6/2024 -
Cem Karsan and Andy Constan | PNL For A Purpose
Published: 5/2/2024 -
Show Us Your Portfolio: Jared Dillian
Published: 4/25/2024 -
Evaluating the Macro Landscape and Finding Great Companies with Jeff Muhlenkamp
Published: 4/18/2024 -
Navigating the Islands of Macro with Andy Constan
Published: 4/11/2024 -
The Case for Value Investing with Tobias Carlisle
Published: 4/4/2024 -
Value Investing, Inflation and Expected Returns with Rob Arnott
Published: 3/28/2024 -
The AI Bubble Thesis with Doug Clinton
Published: 3/21/2024 -
Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins
Published: 3/14/2024 -
Investing in the Future of Health Care with Mike Taylor
Published: 3/8/2024 -
Show Us Your Portfolio: Bob Elliott
Published: 2/29/2024 -
Has Passive Investing Broken the Market? | Mike Green
Published: 2/22/2024 -
The Next Chapter for Inflation with Cullen Roche
Published: 2/15/2024 -
The No Landing Scenario with Cem Karsan
Published: 2/8/2024 -
Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira
Published: 2/1/2024 -
Show Us Your Portfolio: Katie Stockton
Published: 1/25/2024 -
Show Us Your Portfolio: Andrew Beer
Published: 1/18/2024 -
High Conviction Value Investing with Chris Davis
Published: 1/11/2024 -
What Generative AI Means for Investors with Adam Butler
Published: 1/4/2024 -
100+ Great Investors Share Their Most Important Investing Lesson
Published: 1/4/2024
Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more. Subscribe to learn along with us.
