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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

00:39:11

Building an Inflation Fighting Portfolio With Dave...

Excess Returns ·

2023/03/17

With inflation returning after being dormant for decades, many investors have had a renewed interest in adding inflation fighting assets to their portfolios. But figuring out how to do that can be challenging. In this episode, we speak to VanEck's Head of Quantitative Solutions Dave Schassler to get some insights about how to attack the problem. We discuss the assets that work best to hedge against inflation and how to put them together into a portfolio. We also talk about the future outlook for

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00:54:26

What Investors Need to Know About the Collapse of...

Excess Returns ·

2023/03/15

With the failure of Silicon Valley Bank last week, we wanted to do a special episode to better understand what happened, and what all of us can learn from it. And we couldn’t think of anyone better to talk to than Cullen Roche of Discipline Funds, who is an expert on the internal workings of the monetary and banking systems. The three big things you will learn in this episode are: - How the banking system works and how that helps to provide context for what happened here. - The factors and events

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00:33:14

A Detailed Look at the "Night Effect" with Bruce Lavine

Excess Returns ·

2023/03/09

You might think that the return profile of the market looks similar during the day and overnight. But research has shown that isn't the case. In this episode, we discuss the "Night Effect" with NightShares founder Bruce Lavine. We discuss what the "Night Effect' is, what causes it, how it stands up to the tests of a strong investing factor and a lot more. We hope you enjoy the discussion. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT

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00:27:52

The Education of a Financial Planner: A Primer on...

Excess Returns ·

2023/03/06

We are happy to announce the launch of our second podcast, The Education of a Financial Planner. We have been doing more financial planning with clients and have realized how much there is to learn in the area. So we decided to create a podcast to document our learning journey and bring in experienced planner Matt Zeigler to teach us. In the second episode, we take a detailed look at college planning and saving. This will be the final episode we will put in the Excess Returns feed. If you would like

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00:58:43

Show Us Your Portfolio: Corey Hoffstein

Excess Returns ·

2023/03/02

In our latest Show Us Your Portfolio episode, we speak with Newfound Research founder Corey Hoffstein. We discuss how he constructs his personal portfolio and how he applies concepts like return stacking and capital efficiency in that process. We also cover a wide range of other topics, including the importance of human capital, international diversification, the role of valuations in his investment process and a lot more. We hope you enjoy the discussion. SEE LATEST

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00:22:10

New Podcast - The Education of a Financial Planner:...

Excess Returns ·

2023/02/27

We are happy to announce the launch of our second podcast, The Education of a Financial Planner. We have been doing more financial planning with clients and have realized how much there is to learn in the area. So we decided to create a podcast to document our learning journey and bring in experienced planner Matt Zeigler to teach us. In the first episode, we discuss the basics of goals-based planning. Next week, we will dig into planning for college. We will put the first two episodes of the new

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01:00:17

The Four Pillars of Macro with Andy Constan

Excess Returns ·

2023/02/23

In this episode we speak with Damped Spring Advisors founder Andy Constan. Andy has built a unique macro framework that incorporates growth, inflation, flows and risk premia. We discuss a wide variety of topics, including the interaction between Fed and Treasury policy, the biggest lessons he learned at Bridgewater, the future of inflation and what his framework says about the current market. We hope you enjoy the discussion. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND

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01:06:51

A Deep Dive Into Earnings Quality with Columbia...

Excess Returns ·

2023/02/16

Many investors take for granted that the earnings and other financial data that companies report provides an accurate representation of their business and its future. But the reality is that is often not the case. In this episode, we talk with Doron Nissim, who is the Ernst & Young Professor of Accounting & Finance Chair at Columbia University and one of the world's leading experts on earnings quality. We discuss what earnings quality is, how it can be measured and evaluated and what

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00:46:53

Relative Sentiment Investing with Ray Micaletti

Excess Returns ·

2023/02/09

We all often hear about the importance of sentiment in investing. But how to use it can be elusive. This week we are joined by someone who has done the empirical work and developed models that use sentiment to build real world investment strategies. We speak with Ray Micaletti of Relative Sentiment Technologies. Ray has done extensive research on the use of relative sentiment in investment strategies and has published several research papers on the topic, including "Want Smart Beta? Follow the Smart

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01:02:02

The Art and Science of Intelligent Fund Selection...

Excess Returns ·

2023/02/02

In this episode we talk fund selection with Joe Wiggins, author of the new book "The Intelligent Fund Investor: Practical steps for better results in active and passive funds". We take a deep dive into the process of selecting funds and the many pitfalls' investors face along the way. We discuss the dangers of investing with star managers, what we can and can't learn from historical performance, the key criteria investors should consider when looking for funds and a lot more. We hope you enjoy the

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00:51:44

Inside the Madoff Scandal with Madoff Trader and...

Excess Returns ·

2023/01/26

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 are joined by Andrew Cohen, who participated in the documentary and was both a trader on the legitimate side of Madoff's business and a victim of the Ponzi scheme. Andrew gives us a inside look at what it was like to work in the Madoff organization and takes us through the timeline of events from when he started there to when

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01:02:09

Value Investing and Lifelong Learning with Cole Smead

Excess Returns ·

2023/01/19

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 take a deep dive into their approach, the key metrics they use and how they think about portfolio construction. We also talk about his favorite investing books, discuss the most important lessons he thinks investors can learn from Warren Buffett and get his take on inflation and how it impacts their process. We hope you

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00:59:05

A Complete Guide to Factor Investing with Andy Berkin

Excess Returns ·

2023/01/13

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 a wide range of factor investing topics, including the future of value investing, composites vs. individual metrics, the different approaches to multi-factor investing and factor timing. We also talk about how his background in Physics has helped him in his investing career, how investors should look at inflation and a lot

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00:59:02

The Biggest Lessons From Our Five Most Popular...

Excess Returns ·

2023/01/05

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 the many great insights our guests have provided and the support of our loyal listeners. As has been the case since the beginning of our podcast, we tried to focus on talking to investors who have had long-term track records of success, and we tried to extract the major lessons all of us can learn from them. As we start the new year, we wanted to

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01:03:43

High Quality Value Investing with a Tactical Twist...

Excess Returns ·

2022/12/29

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 finding undervalued securities and the portfolio management process he uses to manage the fund. We also cover the fund's unique approach to raising cash based on market conditions, the biggest lessons he learned from his father Ron, who originally founded the firm, and how his military training has helped him in the investing

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00:34:23

Innovative Small ETF Firms Challenging the Big Players

Excess Returns ·

2022/12/22

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 of their ability to launch and grow products. We know this first hand since we launched our own value ETF in 2014 (not exactly the best timing for a value strategy by the way) and it eventually didn’t work out. But just because big firms control most of the assets doesn’t mean they offer the most innovative products. Some of

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01:10:35

What Investors Need to Know About Geopolitics with...

Excess Returns ·

2022/12/15

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 and identify the most important events and information. We also take a tour of the current world to look at some of the most important areas investors should be paying attention to including the Ukraine War, what is going on in China, and some areas that are flying under the radar, but could be the source of

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01:00:29

An Evidence-Based Approach to Markets with Larry Swedroe

Excess Returns ·

2022/12/08

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 know and has committed much of his career to helping to educate investors. We talk to Larry about the current situation in the economy and markets and how long-term investors can make sense of it. We also discuss value investing, ESG, the importance of diversification and a lot more. We hope you enjoy the

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00:58:22

Talking Convexity, Interest Rates and the Future of...

Excess Returns ·

2022/11/29

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 Convexity Maven. We discuss convexity and how investors can benefit from it in their investment strategies and also cover a wide range of other topics, including inflation, housing, Fed policy and a lot more. We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand

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00:56:58

A Common Sense Approach to Markets with Ben Carlson

Excess Returns ·

2022/11/22

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 Ben's path to creating and building the blog and what he has learned along the way. We also get Ben's help putting the current market and economic situation in historical context and discuss some of the biggest lessons he has learned studying market history. We hope you enjoy the discussion. ABOUT THE PODCAST Excess

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