With the recent release of the Netflix documentary “Madoff: The Monster of Wall Street,” many of us have been learning more of the details behind the scandal. This week, are…
Tag: Excess Returns Podcast
Value Investing and Lifelong Learning with Cole Smead
In this episode, we speak with Smead Capital CEO and Portfolio Manager Cole Smead. Smead Capital has built a strong long-term record using a unique approach to value investing. We…
A Complete Guide to Factor Investing with Andy Berkin
In this episode, we speak with Andy Berkin, Head of Research at Bridgeway and co-author of “Your Complete Guide to Factor Investing: The Way Smart Money Invests Today.” We cover…
The Biggest Lessons From Our Five Most Popular Podcasts of 2022
2022 was a great year for Excess Returns. We were able to interview some of the smartest people we know and more than doubled our audience as a result of…
High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp
In this episode, we speak with Jeff Muhlenkamp. Jeff is the manager of the Muhlenkamp Fund, which has managed client money for over three decades. We discuss his approach to…
Seven Innovative Small ETF Firms Challenging the Big Players
The ETF industry is dominated by the big players. They control most of the assets and they have some clear advantages over the smaller companies within the industry in terms…
What Investors Need to Know About Geopolitics with Marko Papic
In this episode, we talk Geopolitics with Marko Papic, Chief Strategist at the Clocktower Group. We look at his framework for analyzing the geopolitical landscape to cut through the noise…
An Evidence-Based Approach to Markets with Larry Swedroe
In this episode we speak with Buckingham Strategic Wealth’s Head of Financial and Economic Research Larry Swedroe. Larry is one of the most prolific producers of quality financial content we…
Talking Convexity, Interest Rates and the Future of Inflation with Harley Bassman
In this episode we are joined by Harley Bassman, Managing Partner at Simplify ETFs. Harley’s work on convexity and how to utilize it in portfolios earned him the nickname the…
A Common Sense Approach to Markets with Ben Carlson
In this episode we talk with Ben Carlson, author of the popular A Wealth of Common Sense blog and Director of Institutional Asset Management at Ritholtz Wealth Management. We discuss…