En iyi Excess podcastleri (2022)

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Excess Returns

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Harnessing Empirical Finance in Long-Term Investing Strategies with Dimensional’s Savina Rizova 1:08:22

4d ago1:08:22

1:08:22

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…

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Damsels in Excess

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Big Ick Energy 44:59

7d ago44:59

44:59

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 …

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Dropping Excess Baggage

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Do Not Walk In The counsel Of The Ungodly - Psalm 1:1 18:17

25d ago18:17

18:17

Do Not Walk In The counsel Of The Ungodly - Psalm 1:1 --- Support this podcast: https://anchor.fm/ps-mark-korley/support

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Excess Returns

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Mike Green on the Dangers of the Rise of Passive Investing 1:04:34

11d ago1:04:34

1:04:34

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…

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Damsels in Excess

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Quick Fire in the Booth 48:58

14d ago48:58

48:58

“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…

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Excess Returns

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Navigating Bull and Bear Markets Using Trend Following 22:26

15d ago22:26

22:26

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 …

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Excess Returns

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Ten of the Biggest Financial Mistakes Investors Make – And How To Avoid Them – With Peter Lazaroff 56:30

18d ago56:30

56:30

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 …

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Excess Returns

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Show Us Your Portfolio: Meb Faber 1:13:30

27d ago1:13:30

1:13:30

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…

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Dropping Excess Baggage

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Dropping Excess Baggage 47:26

1M ago47:26

47:26

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…

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Excess Returns

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Jack Schwager on What We Can Learn From History’s Best Traders 1:15:21

1M ago1:15:21

1:15:21

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…

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Damsels in Excess

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Me, Myself and (my third) Eye 43:09

1M ago43:09

43:09

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…

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Excess Returns

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Four Experts Help Us Understand Inflation - And What It Means for Investors 34:17

1M ago34:17

34:17

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…

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Excess Returns

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Applying Machine Learning to Value Investing with Euclidean’s John Alberg 57:56

1M ago57:56

57:56

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 …

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Excess Returns

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The Importance of Drawdown Management in Retirement Planning 25:25

2M ago25:25

25:25

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 …

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Damsels in Excess

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Lucy Zoe Evans: Sustainable in the City 50:18

2M ago50:18

50:18

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…

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Excess Returns

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Constructing a Crypto Index with Jeremy Schwartz and Michael Batnick 53:22

2M ago53:22

53:22

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…

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Excess Returns

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Breaking Down the Russia Ukraine Conflict with Epsilon Theory’s Ben Hunt 1:01:18

2M ago1:01:18

1:01:18

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…

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Damsels in Excess

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Emilia Harker: AN EXPOSÉ 40:31

2M ago40:31

40:31

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…

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Excess Returns

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Ten Great Investors Share the One Lesson They Would Teach the Average Investor 18:34

2M ago18:34

18:34

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…

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Damsels in Excess

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Charlotte Turner: Making a Statement 33:40

2M ago33:40

33:40

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.…

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Excess Returns

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Dual Momentum Investing with Gary Antonacci 43:27

3M ago43:27

43:27

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…

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Excess Returns

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Gamma, Vanna, Charm and the Impact of Options on the Stock Market with Jason DeLorenzo 54:03

3M ago54:03

54:03

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 …

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Damsels in Excess

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Damsels in Detention 22:51

3M ago22:51

22:51

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…

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Damsels in Excess

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Trailer 0:48

3M ago0:48

0:48

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…

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Damsels in Excess

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The Pilot 28:15

3M ago28:15

28:15

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…

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Excess Returns

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Systematic Macro Investing with 42 Macro Founder Darius Dale 1:00:21

3M ago1:00:21

1:00:21

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…

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Excess Returns

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An Inside Look at the GameStop Story and the Revolution That Wasn't With Spencer Jakab 1:08:27

3M ago1:08:27

1:08:27

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 …

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Excess Returns

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Motley Fool Founder David Gardner on Finding Rule Breaking Growth Stocks 1:09:15

4M ago1:09:15

1:09:15

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…

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Excess Returns

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Some Thoughts on the Recent Market Decline 17:30

4M ago17:30

17:30

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…

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Excess Returns

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In Pursuit of the Perfect Portfolio with Stephen Foerster 59:08

4M ago59:08

59:08

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…

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Excess Returns

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A Deep Dive Into Quality Growth Investing with Harding Loevner's Rick Schmidt 51:02

4M ago51:02

51:02

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 …

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Excess Returns

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Six Lessons We Learned While Navigating the Market in 2021 25:06

4M ago25:06

25:06

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 …

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Excess Returns

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10 Lessons From Our 5 Most Popular Podcasts of 2021 - Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, Tobias Carlisle 50:00

5M ago50:00

50:00

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…

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Excess Returns

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A Tactical Approach to Conservative Investing with Sierra Investment Management's Dave Wright 43:57

5M ago43:57

43:57

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…

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Excess Returns

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Michael Mauboussin on Valuation, Base Rates and Expectations Investing 58:03

5M ago58:03

58:03

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…

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Excess Returns

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Is the Market Rigged in Favor of Corporate Insiders? We Talk to Wharton Professor Daniel Taylor to Find Out 58:28

5M ago58:28

58:28

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…

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Excess Returns

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Inflation, Factors and Stock Returns with Ehren Stanhope 53:05

6M ago53:05

53:05

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.…

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Excess Returns

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Andrew Thrasher Schools Two Value Guys on Technical Analysis and Forecasting Volatility Tsunamis 47:23

6M ago47:23

47:23

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…

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Excess Returns

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Lu Zhang On The Evolution of Asset Pricing Models And His First Principles Approach to Improve Them 55:46

6M ago55:46

55:46

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…

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Excess Returns

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An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert 55:04

6M ago55:04

55:04

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…

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Excessively Blunt

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Toxicity, Astroworld, True Thugs of Amerikkka 39:58

6M ago39:58

39:58

Ghetto earth is really showing out this past week from celeb couples blasting each other on social media to the mass casualties at Astroworld festival to white thug Kyle Rittenhouse crying on the stand.Simone Anita tarafından oluşturuldu

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Excess Returns

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Sheridan Titman On His Seminal Paper on Momentum Investing and What He Has Learned Since 35:12

7M ago35:12

35:12

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…

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Excess Returns

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Everything You Need to Know About Inflation with Cullen Roche 1:03:06

7M ago1:03:06

1:03:06

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…

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Excess Returns

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Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth 59:48

7M ago59:48

59:48

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…

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Excess Returns

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The Underappreciated Growth Story of Emerging Markets with Kevin Carter 54:37

7M ago54:37

54:37

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…

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Excess Returns

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Worried About the Future of the 60-40 Portfolio? We Look at Some Alternatives 21:46

7M ago21:46

21:46

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, …

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Excess Returns

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Balancing Return and Risk in Factor Investing with Harin de Silva 51:32

8M ago51:32

51:32

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…

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Excess Returns

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Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker 59:06

8M ago59:06

59:06

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 …

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Excess Returns

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Return Stacking with Corey Hoffstein and Rodrigo Gordillo 52:35

8M ago52:35

52:35

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…

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Excess Returns

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Gregg Fisher on the Future of Value, Investing in Innovation and Lessons From 20+ Years as a Quant 54:21

8M ago54:21

54:21

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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