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PODCAST

Excess Returns

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.

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All Episodes

00:47:43

Inflation, Valuations and the Benefits of Dividend...

Excess Returns ·

2024/06/13

In this episode of Excess Returns, we sit down with Simeon Hyman, Global Investment Strategist at ProShares, for a wide-ranging discussion on the current state of the economy, inflation, the Fed, market valuations, and market leadership. Simeon shares his thoughts on the possibility of a soft landing, the impact of AI on productivity and the economy, and the surprising beneficiaries of AI disruption. We also dive into some of the strategies offered by ProShares, including their dividend growth and

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01:02:59

Investing in India's Huge Future Potential with...

Excess Returns ·

2024/06/06

In this episode of Excess Returns, we sit down with Anupam Ghose, co-founder of System2 Advisors and sub-advisor to the Simplify Tara India Opportunities ETF. We discuss the Indian economy, recent political developments, and the country's attractive demographics and growth potential. Anupam shares his approach to stock picking for his concentrated portfolio of Indian companies, including how he assesses management quality, defines a competitive moat, and manages risk in the portfolio. This

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00:57:49

Energy Infrastructure Investing with Greg Reid

Excess Returns ·

2024/05/30

In this episode of Excess Returns, we speak with Greg Reid, President of Real Assets at Westwood Group Holdings and lead portfolio manager for their $2 billion energy investment team. We cover the outlook for energy and the major areas of the energy market. We discuss the future of clean energy and why traditional fuels may play a bigger role in it than renewables. We also dig deep into energy infrastructure investing and MLPs and Greg's process for selecting investments in the space and their

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01:01:57

Redefining Moat Investing with Yuri Khodjamirian

Excess Returns ·

2024/05/23

In this episode of Excess Returns, we talk Moat investing with Yuri Khodjamirian, CIO of Tema ETFs. We discuss his unique approach to identifying companies with durable competitive advantages and how it differs from traditional Moat investing. We also look at the various types of moats, such as economies of scale, strong network effects, non-replicable physical assets, regulation, and high switching costs, and how these advantages apply to different industries. Yuri also shared insights on

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00:58:00

Inside the Berkshire Hathaway Annual Meeting with...

Excess Returns ·

2024/05/16

In this episode of Excess Returns, we sit down with Adam Mead, founder of Mead Capital Management and author of the Complete Financial History of Berkshire Hathaway. We discuss the recent Berkshire Hathaway Annual Meeting, notably missing the presence of the late Charlie Munger. Adam shares insights on Munger's contributions to Berkshire, the company's energy business, and its positioning for the future under the leadership of Warren Buffett's successors. We also explore Berkshire's

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00:59:05

Corey Hoffstein and Ben Hunt | PNL For a Purpose

Excess Returns ·

2024/05/09

On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we are providing two of our favorite interviews of the day with Corey Hoffstein and Ben Hunt. You can watch the full day of interviews or make a donation by heading over to the Excess Returns channel on YouTube and clicking the live link.SEE LATEST

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00:56:55

Mike Green and Mike Taylor | PNL For a Purpose

Excess Returns ·

2024/05/06

On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we are providing two of our favorite interviews of the day with Mike Green and Mike Taylor. You can watch the full day of interviews or make a donation by heading over to the Excess Returns channel on YouTube and clicking the live link. SEE LATEST

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00:58:06

Cem Karsan and Andy Constan | PNL For A Purpose

Excess Returns ·

2024/05/02

On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we are providing two of our favorite interviews of the day with Cem Karsan and Andy Constan. You can watch the full day of interviews or make a donation by heading over to the Excess Returns channel on YouTube and clicking the live link.SEE LATEST

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00:46:18

Show Us Your Portfolio: Jared Dillian

Excess Returns ·

2024/04/25

In this episode of Show Us Your Portfolio, Jared Dillian, author of the investment newsletter The Daily Dirt Nap and the book "No Worries: How to Live a Stress-Free Financial Life," discusses his personal investing philosophy and portfolio. Dillian advocates for a diversified approach that includes stocks, bonds, cash, gold, and real estate, which he calls the "Awesome Portfolio." He emphasizes the importance of avoiding catastrophic losses and focusing on big financial decisions

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01:08:50

Evaluating the Macro Landscape and Finding Great...

Excess Returns ·

2024/04/18

In this episode of Excess Returns, we speak with Jeff Muhlenkamp, portfolio manager at Muhlenkamp and Company. We discuss Jeff's views on inflation, the likelihood of a recession, and the possibility of another financial crisis. We also take a in depth look at his investment process, which focuses on finding good companies with strong growth, profitability, and financial strength. He also discussed the importance of understanding management incentives and how he incorporates macroeconomic

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01:00:27

Navigating the Islands of Macro with Andy Constan

Excess Returns ·

2024/04/11

In this episode we are joined by Andy Constan, founder of Damped Spring Advisors. We discuss his outlook on the current economic landscape, why he left "higher for longer" island, inflation, the Fed's actions, the bond market, and the influence of Treasury Secretary Janet Yellen and a lot more. He also shares his views on defining alpha and beta in investing, and how he constructs portfolios to generate long-term returns. Finally, Andy expresses his biggest concerns and reasons for

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01:05:21

The Case for Value Investing with Tobias Carlisle

Excess Returns ·

2024/04/04

David Einhorn recently said that he thinks fundamental investing is broken. If he is right, there would certainly be significant long-term implications for value investing. We explored Einhorn's case in several of our episodes and so we thought it was time we explored the other side of the argument and looked at the long-term case for value. And we couldn't think of anyone better to do that with than our good friend Tobias Carlisle. In this episode, we talk to Toby about the struggles of

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00:58:46

Value Investing, Inflation and Expected Returns with...

Excess Returns ·

2024/03/28

In this episode, Research Affiliates founder Rob Arnott returns for his third appearance on Excess Returns. We cover a wide range of topics, including inflation, the struggles of value investing, expected future returns, avoiding value traps, AI and a lot more. Stay tuned until the end when we ask Rob what he is most worried and optimistic about when he looks to the future. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://excessreturnspod.com FIND OUT MORE ABOUT

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00:59:16

The AI Bubble Thesis with Doug Clinton

Excess Returns ·

2024/03/21

AI stocks have seen a big run recently. This has led many fundamental-based investors to suggest that things have gotten ahead of themselves. Some have even suggested AI is already in a bubble. But what if we are still in the early innings? What if a bubble is just getting started that could eventually exceed the dotcom bubble? Those are the questions we tackle this week with Deepwater's Doug Clinton. Doug wrote a thought-provoking tweet in which he suggested that studying past tech booms

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00:54:10

Inflation, Bank Failures, Bubbles and Other Lessons...

Excess Returns ·

2024/03/14

There have been many significant events in the economy and stock market over the past several years. We have had inflation. We have had bank failures. We have had a pandemic. We have even had a potential bubble developing in the AI space. Despite their differences, there is one thing that all of these events have in common - all of them have happened before. And studying that history can allow us to better understand them and what they mean for the market and the economy. This week we are joined by

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00:55:47

Investing in the Future of Health Care with Mike Taylor

Excess Returns ·

2024/03/08

In this episode, we are joined by Mike Taylor, manager of the Simplify Health Care ETF (PINK). Mike is one of the best healthcare investors out there and has managed portfolios for Oppenheimer and major hedge funds like Citadel and Millennium. PINK is the only ETF in existence that donates all its profits to charity with its proceeds benefitting the Susan G. Komen foundation. We talk to Mike about the exciting developments going on in the healthcare space and how he thinks about constructing a

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01:00:12

Show Us Your Portfolio: Bob Elliott

Excess Returns ·

2024/02/29

In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses to manage his personal portfolio. We cover the weaknesses of the 60-40 portfolio, the 4 buckets Bob uses as the building blocks for his investment strategy, the benefits of simplicity, how Bob views home ownership, leaving money to children, gardening and a lot more.SEE LATEST

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00:59:27

Has Passive Investing Broken the Market? | Mike Green

Excess Returns ·

2024/02/22

David Einhorn said in a recent podcast interview that he feels that the market is broken. He has made significant changes to his investment approach as a result. Much of the basis for his assertion is based on the work of Simplify's Mike Green, who has been warning investors about the dangers of passive investing for many years. In this episode, we are fortunate to have Mike back for his third appearance on the podcast. We discuss the impact that the rise of passive investing has had on the

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01:01:34

The Next Chapter for Inflation with Cullen Roche

Excess Returns ·

2024/02/15

With inflation off its highs, but still elevated relative to the Fed's target, there are differing opinions on where we go from here. In this episode, Discipline Funds founder Cullen Roche joins us to help work through it. We discuss the challenge of measuring inflation, the relationship between inflation and the labor market, the potential future path of inflation and what to expect from the Fed going forward.SEE LATEST

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01:01:18

The No Landing Scenario with Cem Karsan

Excess Returns ·

2024/02/08

In this episode, our most popular guest returns for his third appearance on Excess Returns. We talk with Kai Volatility founder Cem Karsan about a wide range of topics, including the future outlook for inflation, what the Fed is likely to do going forward, structured products, ODTE options, the importance of thinking in probabilities and a lot more. We also get some crumbs and get Cem's take on option dealer flows and the potential coming February window of weakness. SEE LATEST

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418 results

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