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Excess Returns

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Excess Returns

Jack Forehand and Justin Carbonneau

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Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, with the goal of helping those who watch and listen become better long term investors, all in twenty minutes or less per episode.
 
Welcome to Damsels in Excess! We’re Emilia and Lois, two creative gals who have a shared mission: to explore the Creative Industry through a female lens. We want to flip the ‘Damsels in Distress’ narrative on it’s head, smash through stereotypes and have some fun along the way. Join us for the ride as we amplify the female voice and dissect the creative industry, one episode at a time! You can expect girl power, some very special guests and lots of LOL’s along the way. So come and join the g ...
 
Welcome to Living Life To the Fullest with Ps Mark Korley. God has a set season for your elevation, breakthrough etc but you will need to prepare for it. A farmer prepares for the rainy season by planting seeds and making necessary Chanel’s to store and water the seeds. The rain can be a blessing or be destructive. It all depends on your preparation. Support this podcast: https://anchor.fm/ps-mark-korley/support
 
Excess Advantage is a fortnightly podcast dedicated to the Genesys RPG by Fantasy Flight Games. In this podcast, I go into options for players and GMs, setting ideas, customizing your game, and more! Support this podcast: https://anchor.fm/excess-advantage/support
 
This isn't just another news show! In this podcast, Allison Day and Son Nguyen discuss what's up in the world of XR, AR, and VR. We're asking questions, brainstorming ideas, chatting with other technologists in the field, and bringing it all to you with the same brand of irreverent humor that long-time fans know and love.
 
Welcome to our podcast Excess thoughts. It's a platform for people to talk about typically sensitive subject matter. We also talk about just normal things in day to day life. I'd love to hear from you and make those thoughts you have bottled up into a funny, or heartfelt, or even an angry show. Basically this show is about feelings about life. So talk to me. I welcome anyone.Thanks for the listen. Support this podcast: https://anchor.fm/jt-brewer/support
 
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In this episode we talk with Dimensional Fund Advisors Director of Research Savina Rizova. We discuss her amazing story, from growing up in communist Bulgaria to recently being named one of Barron's 100 most influential women in finance. We also take a deep dive into factor investing and how Dimensional views the major factors including value, mome…
 
Ickolas Cage, Ickle Mix, Pulp Icktion, Fish and Icks, Charles Ickens Classic, Oliver Icks. What gives you the ick? What is the ick? Are you the ick or does the ick become you? Warning: severe cringing likely. Listen with caution. You can keep up with the damsels at @damselsinexcesspodcast @loisraemusic and @emiliaharker over on Instagram and don't …
 
The case for passive investing is a very strong one. With most active managers failing to keep up with the market, the arguments for passive are difficult to refute. But has the rise of passive introduced significant risks to the market? Our guest this week thinks it has. We talk to Simplify Asset Management's Mike Green about the potential dangers…
 
“The art of conversation is the…” random conversation generator we found on Google. How old were you when you first packed your ‘sleepover’ bag with a bottle of cooking wine from the back of the cupboard? What film describes your life? How many pints to get Emilia and Lois drunk? Don’t think, don’t answer, just LISTEN! Don't forget to follow the gi…
 
With the market in a significant drawdown, there has been a renewed interest from investors in trend following strategies. Given its ability to limit losses during drawdowns and reduce volatility, that is certainly understandable. But like any investment strategy, it has both its strengths and its weaknesses. In this episode, we cover both of them …
 
In this episode we change things up from our usual topics and focus on financial planning. No matter how much experience and training we have, all of us tend to make mistakes with our finances. We talk with Plancorp CIO Peter Lazaroff about ten of the most common financial planning mistakes he has seen, and how we can avoid making them. We discuss …
 
We have always found it very informative when investors we respect talk about how they manage their personal portfolios. So we decided to start a new segment of the podcast where we talk to some of the smartest investors we know about their personal investment strategy. And we can't think of a better person to start with than Cambria founder Meb Fa…
 
Dropping Excess Baggage Judges 7:1-8 Gideon had 32, 000 people to help him fight a battle. But when God looked at the people he saw that Gideon could only use 300 people. The rest where just excess baggage. Gideon was spending resources on areas or people that had no essence. I wonder who is around that is not qualified. 22, 000 men wear afraid and…
 
In this episode we speak to Jack Schwager. Jack is the author of the Market Wizards series of books and has been studying the best traders for decades. He has interviewed some of history's most successful traders and investors for the series, including Paul Tudor Jones, Steve Cohen, Joel Greenblatt, Michael Steinhardt and many others. We discuss th…
 
Do you surrender yourself to the power of the universe? Well, you definitely won’t after listening to this episode. We talk ‘red thread’, home videos and how to manifest your best life. Set your intentions and turn up the volume! Don't forget to keep up with the Damsels over on Instagram: @damselsinexcesspodcast, @emiliaharker and @loisraemusic…
 
Inflation is probably the number one topic on investors' minds these days. But much of the information out there about it is either wrong or lacks the proper context. We have discussed the topic with many of the guests on Excess Returns and we wanted to put together a compilation of the best insights we have received. We talk with Orcam Financial's…
 
Value investing has produced some of the greatest investors of all time. Whether it be Benjamin Graham's deep value approach or Warren Buffett's quality at a reasonable price strategy, value has a long track record of success. But what if the great value investors of the future won't be human at all? What if machines can be trained to identify the …
 
Many investors think that the best way to maximum their spending rate in retirement is to invest in the asset classes with the highest long-term returns. And that is true to an extent, but managing drawdowns also plays a very important role in maximizing withdrawal rates. In this episode, we take an in depth look at the management of sequence risk …
 
Living every mid-2000s Brit girls dream of being scouted at the school trip to the Clothes Show Live, Lucy catapulted into the Fashion world, ticking off the likes of Fashion Week, Givenchy, A List encounters and everything in-between. We delve into her sustainable swim-wear brand Adora Swim and discuss her journey from Runway Dream to Recycling Qu…
 
Many crypto investors tend to build their own portfolios and focus on the major coins like Bitcoin and Ethereum. But the crypto space is much more than that. Trying to get diversified exposure to crypto can be challenging, though. In this episode we talk to WisdomTree Global CIO Jeremy Schwartz and Ritholtz Wealth Director of Research Michael Batni…
 
The Russian Ukraine conflict has been a challenging one for many of us to understand. In this episode, we speak with Ben Hunt of Epsilon Theory to help us understand how the conflict got to where it is today and what it means going forward. We discuss the lead up to the war, why Putin chose to invade and how the war can be won on the military, econ…
 
How did Emilia cause the downfall of car manufacturer MG Rover? What do premier inn, claustrophobia and Philip Harker have in common? Who really IS Emilia Harker? We welcome on someone who has been there from potty training to podcasts, to spill the beans on the girl behind the camera. Oh and don't forget to give Emilia's Dad @phillipjharker a chee…
 
When we started Excess Returns, we stayed away from having a standard closing question for guests because we couldn’t come up with one that summed up the knowledge of our guests into something simple that your average investor could understand. But a little over a year ago, we came up with a question that we thought worked perfectly. If our goal wa…
 
Pack away your crushed velvet and turn off Changing Rooms, Charlotte Turner is in the building with us for episode 3. A highly regarded and talented Interior Designer with Rosso Restaurant and I Saw It First HQ under her on-brand designer belt, Charl talks to us about the how’s, why’s, where’s and when’s of the Interior Design universe.…
 
In this episode, we speak with Gary Antonacci about his Dual Momentum investing approach. We look at both absolute and relative momentum individually, and the pros and cons of the measures that can be used to define them. We then discuss the process of combining them together into a dual momentum strategy. We also cover a wide variety of other mome…
 
While many investors are likely familiar with options, their impact on the stock market is much less understood. When an investor buys an option, it can kick off a series of flows into and out of the underlying stock or index that can have significant impact on the price of the instrument itself over time. And with options activity up dramatically …
 
With reports cards at the ready, we’re transporting you back to triple Science on a Thursday afternoon. Would you go back to school for a day? Were you really a ‘lively participant in class discussion’ or just a plain odd pain in the…class? Get to know us a bit better as we take a trip down memory lane and reminisce on old school grudges and what h…
 
TESTING, TESTING 1, 2, 3? Welcome to Damsels in Excess! We’re Emilia and Lois, two creative gals who have a shared mission: to explore the Creative Industry through a female lens. We want to flip the ‘Damsels in Distress’ narrative on it’s head, smash through stereotypes and have some fun along the way. Join us for the ride as we amplify the female…
 
Welcome to Damsels in Excess! We're Emilia & Lois, two creative gals who have a shared mission: to flip the 'Damsels in Distress' narrative on it's head, smash through stereotypes and have some fun along the way. In this podcast we want to help amplify the female voice and explore what it's like to be in the creative industry - all from a woman's p…
 
Many investors see macro forecasting as a process about making bold binary predictions about the future of the economy and the market. Those predictions can gets lots of press when they are right, but the reality is that risk management and probabilities are much more important to a macro process than big, bold calls. In this episode we talk to Dar…
 
The GameStop short squeeze in early 2021 was the talk of the investing world. It had all the parts of a great story. It had some investors making massive profits, while others suffered huge losses. It had anonymous investors on social media as its heroes and hedge fund managers as it villains. It also had a significant social side to it, with many …
 
This week we are joined by David Gardner, founder of the Motley Fool. We discuss his unique Rule Breaker approach to finding long-term growth investments and the criteria that the most successful growth companies of our time have in common. We also cover a wide variety of other topics, including why having a sell discipline is overrated, the lesson…
 
With the market experiencing its first correction in a while, we thought it would be interesting to look at some behind the scenes data we found interesting about the recent decline. We discuss the varying performance from value, the carnage in the growth space, the importance of discount rates and the impact of the decline on value and growth spre…
 
Investors are constantly searching for the perfect portfolio. Although it may be elusive, there are common principles that can allow all of us to get closer to it. We speak to Stephen Foerster, co-author of the new book "In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest" about so…
 
There is an interesting dichotomy in the growth investing space in that growth stocks as a whole tend to underperform the market over time, but the best performing individual stocks in the market also typically come from the growth space. This puts a premium on the ability to separate the winners from the losers for growth managers. Our guest this …
 
2021 has been a really interesting year for markets. In this episode we talk about the biggest lessons we learned from the year, and from the post pandemic period in general. We discuss the debate as to whether the market is a voting or a weighing machine, the true definition of long-term and the importance of thinking in probabilities, as well as …
 
Our goal when we started the Excess Returns podcast was to hopefully use the platform to help educate investors, and to learn ourselves in the process. Initially, we didn’t have outside guests on the podcast, but it quickly became evident that bringing in voices other than our own would significantly help us in achieving our goal. Starting with our…
 
Conservative investing has a reputation for being boring. But our guest this week deploys a conservative approach that is far from that. We speak to Dave Wright of Sierra Investment Management. Sierra uses a unique trend following approach to manage its portfolios and mitigate risk. We discuss the current state of markets and the outlook for stocks…
 
Michael Mauboussin is one of the most insightful long-term thinkers in the investing world. For decades, his research has taken deep dives into markets, valuation and how we can all become better long-term investors. He is currently Head of Consilient Research at Counterpoint Global. We talk to Michael about a wide range of topics, including factor…
 
There is a perception many have that the market is rigged in favor of corporate insiders. And there is certainly justification for that perception. In this episode we take an in depth look at the issue with Wharton professor and insider trading expert Daniel Taylor. We start with the basics, including how insider trading is defined and the laws tha…
 
In this episode, we speak with O'Shaughnessy Asset Management's Ehren Stanhope about his excellent research paper "The Great Inflation, Factors, and Stock Returns." We discuss the history of inflation and the major regime changes that have occurred throughout history and what we can learn from them to help evaluate the current inflationary picture.…
 
In this episode we take a deep dive into technical analysis with Andrew Thrasher, founder of Thrasher Analytics and portfolio manager at the Financial Enhancement Group. We look at the major tools that technicians use and the methods they utilize to apply them. We go through a real world example using the S&P 500 to see how these tools are put into…
 
Asset pricing models have evolved significantly over the past several decades. From the Capital Asset Pricing Model to Fama and French's 3 Factor Model to their more recent 5 and 6 Factor Models, academic research has continued to work to improve our understanding of what drives stock prices. But our guest this week thinks asset pricing models migh…
 
We are currently in a very interesting time for investors. We have experienced a run in equities following the 2020 decline that many did not think was possible. We have seen unprecedented fiscal stimulus and many are worried about inflation. And despite all of that, bond yields remain very low. This week we take a look at all the major asset class…
 
Momentum was a factor that many academics were very reluctant to embrace. Our guest this week, Sheridan Titman, helped to change that with his 1993 paper "Returns to Buying Winners and Selling Losers: Implications for Stock Market Efficiency" that he co-wrote with Narasimhan Jegadeesh. In this interview, we discuss both his original work on momentu…
 
Inflation is probably the most talked about topic in investing today. Some think it has become a major problem. Others (including the Fed) think it is transitory. While still others think we are headed for a repeat of the 1970s or even hyperinflation. But many of the opinions on both side are not informed by the facts. So we wanted to do an episode…
 
This week we talk to Ritholtz Wealth CFO Bill Sweet. Bill has had a very unique career, which started serving our country in the military and also included a stint in his family's tax business prior to his work at Ritholtz. We talk about the lessons Bill has learned in his career and how others can benefit from them. We also take an in depth look a…
 
Value investors currently love emerging markets. Whether you look at projections from GMO or Research Affiliates or any of the other major firms who look at expected returns, you will see a much more favorable outlook for emerging markets than the US. But there is another side of the emerging markets story that has little to do with traditional val…
 
The 60-40 portfolio has been a solid long-term performer for investors. It has worked in bull markets. It has also held up well in deflationary shocks. But with expected returns for both stocks and bonds well below their long-term averages and inflation potentially on the horizon, many have questioned whether it still makes sense. In this episode, …
 
Many factor investors tend to use similar approaches. You will typically see some value and momentum in their strategies. You will also likely see some quality, and maybe even some low volatility. Our guest this week has a more unique approach that is both more granular and dynamic than the typical factor approach and utilizes many unique factors o…
 
After years of struggle, it seemed like the big rebound value investors had been waiting for was upon us in the wake of the 2020 bear market. But recent months have seen a return to the dominance of growth, which has many investors believing value's rebound was nothing more than a head fake. This week, we are joined by GMO Head of Asset Allocation …
 
With bonds yields near all time lows and stock valuations near all time highs, the future returns of the 60/40 portfolio don't look promising. This has led many investors to move up the risk curve in an effort to boost their returns. But that increased risk also comes with an increased chance of significant problems in future market drawdowns. This…
 
Our guest in this episode is Gregg Fisher of Quent Capital. Gregg was a pioneer in factor investing and the founder of Gerstein Fisher, which he grew to over $5 billion in assets before selling it in 2016. We discuss Greg's current strategy, which seeks to bring a factor-based approach to investing in innovation. We also cover his extensive researc…
 
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