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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

01:01:47

Show Us Your Portfolio: Dr. Daniel Crosby

Excess Returns ·

2022/10/13

In this edition of Show Us Your Portfolio, we speak with Dr. Daniel Crosby. Daniel is an expert an investor behavior and the Chief Behavioral Officer at Orion. We speak with Daniel about how he thinks about constructing his personal portfolio and the steps he takes to limit the negative effects of behavior in it. We also discuss his views on both equities and bonds and how he incorporates them into his strategy, how he thinks about 529 plans and college savings, his views on leaving money to his

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00:57:39

Low Volatility Investing and the Conservative Formula...

Excess Returns ·

2022/10/06

In this episode we talk Low Volatility investing with Pim van Vliet, who is the Head of Conservative Equities and Quantitative Equities at Robeco. Pim's book "High Returns From Low Risk: A Remarkable Stock Market Paradox" serves as the inspiration for one of the quantitative models we runon Validea. We discuss all things low volatility, including how to define it, why it works and the benefits of blending it with other factors. We also cover the recent struggles of value investing, how factors

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00:59:11

Show Us Your Portfolio: Brent Kochuba

Excess Returns ·

2022/09/29

In this episode of Show Us Your Portfolio, we speak with SpotGamma founder Brent Kochuba. We had Brent on the podcast previously in episode 151 where we discussed the impact of the options market and option dealer flows on stocks. In this episode, we talk about how Brent uses that expertise to construct his personal portfolio. We discuss his asset allocation, the volatility trigger he uses to manage equity market risk and some interesting things he invests in on the fixed income side. We also

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00:32:45

Six Experts Help Us Understand the Future of the...

Excess Returns ·

2022/09/22

The 60-40 portfolio forms the core of many investors' long-term portfolio allocations. And it has worked exceptionally well over the past 40 years. But the combination of high equity valuations, below average bond yields, and potential higher inflation has led many investors to question whether its future will look as good as its past. In this episode, we bring together some of the smartest investors we have had on the podcast to look at the future of the 60-40 portfolio and some potential

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00:53:15

Show Us Your Portfolio: Darius Dale

Excess Returns ·

2022/09/15

In our latest episode of Show Us Your Portfolio we speak with 42 Macro founder Darius Dale. We discuss his systematic macro process and how he applies it to managing his personal portfolio. We also get his take on the future of the 60-40 portfolio, managing money in an inflationary environment, the use of valuation in investing and a lot more. We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau

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00:46:07

Show Us Your Portfolio: Ryan Krueger

Excess Returns ·

2022/09/08

We have looked at a variety of different investing strategies so far in our Show Us Your Portfolio series. We have talked to investors who use factor-based approaches. We have talked to investors who use trend following and managed futures. We have talked to investors who use passive approaches. But regardless of the approach any of us use in our personal portfolios, we can often lose sight of what we are actually trying to achieve. We can lose sight of the importance of aligning our portfolio with

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01:06:04

Everything Investors Need to Know About Federal...

Excess Returns ·

2022/09/01

There has been a lot of debate about Federal Reserve policy in the wake of the pandemic. But many of those involved in that debate want to promote a specific position and interpret the facts in a way to accomplish that goal. In this episode, we wanted to take a step back cover the facts about the Federal Reserve and how it operates. And we couldn't think of a better person to do that with than our friend Cullen Roche. We discuss the history of the Fed, what its mandates are, the tools it can use to

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01:04:30

Talking All Things Value Investing with Tobias Carlisle

Excess Returns ·

2022/08/25

This week we are joined by our good friend and first three time guest on the podcast Tobias Carlisle. We talk about a wide range of value investing topics, including the current state of value investing and how value looks relative to growth. We also compare the current period for value to the early 2000s period and look at what we can learn from that period. Finally, we take a deep dive into the many issues value investors face when constructing a value strategy in the real world, including using

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01:02:04

Show Us Your Portfolio: Rick Ferri

Excess Returns ·

2022/08/18

Our first few episodes of Show Us Your Portfolio looked at some thoughtful, evidence-based approaches to portfolio construction. But we also noticed after listening to them that many of the concepts we discussed might be too sophisticated for the average investor. Given that simplicity often works best in investing, we wanted to talk to someone about the benefits of using a less complex approach. And we couldn't think of anyone better to talk to about that than Rick Ferri. Rick is the President of

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00:52:30

Show Us Your Portfolio: Phil Huber

Excess Returns ·

2022/08/11

In our latest episode of Show Us Your Portfolio we speak to Savant Wealth CIO Phil Huber. We discuss Phil's approach to building his personal portfolio and the core principles that guide it. We also discuss Phil's view on the expected returns of stocks and bonds, his approach to selecting alternative investments and a lot more, We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau),

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00:53:59

Constructing an Intangible Asset Based Value Strategy...

Excess Returns ·

2022/08/04

Research has shown that value investing needs to change. Our economy has transitioned from one dominated by tangible assets like buildings and equipment to one dominated by intangible assets such as brands and intellectual property. Although many researchers have looked at the issue of how to value intangible assets, far fewer are looking at how to translate that into an actual investment strategy. Our guest this week has done exactly that. We speak to Sparkline Capital founder Kai Wu about how he

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00:27:14

What is the One Lesson You Would Teach the Average...

Excess Returns ·

2022/07/28

In each episode of Excess Returns we ask all our guests one standard closing question: Based on your experience in markets, if you could teach one lesson to your average investor, what would it be? The question has allowed us to distill the major lessons that some of the best investors we know have learned in their careers into easy to understand principles that all of us can learn from. In this episode, we bring together all the best answers we have received so far in 2022. Here are the top 10

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00:48:41

Value Investing, Compounding and Lifelong Learning...

Excess Returns ·

2022/07/25

In this episode we speak with Gautam Baid, author of The Joys Of Compounding: The Passionate Pursuit Of Lifelong Learning. We talk about the power of compounding and the criteria he uses to identify long-term compounders. We also cover a wide range of other topics, including why value investing works over the long-term, what to make of the recent struggles of value and the long-term potential of the Indian market. We hope you enjoy the discussion. GAUTAM'S

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00:59:56

Finding Opportunity in the Technology Stock Storm...

Excess Returns ·

2022/07/20

After years of very strong performance, technology and growth stocks have had a much more difficult time in the last 18 months. Many of the highest multiple names are now 70%-90% off their highs, and even the FAANG stocks have joined in this year and seen major declines. In this episode, we bring in two experts to help us analyze the situation. We speak with Upholdings' Robert Cantwell and Lars Cianciolo about how we got here with technology stocks, where we are today, and what the opportunity for

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01:14:04

Option Dealer Flows, Inflation and Investing in a...

Excess Returns ·

2022/07/15

In this episode we are joined by Kai Volatility founder Cem Karsan. Cem has led the way in educating investors about the importance of option dealer flows and the impact of hedging on the market. We discuss this issue in depth and look at how dealer positioning can have a much greater impact on markets than many believe We also look at what that impact means for long-term investors. In the second half of the conversation, we discuss Cem's unique macro framework and the major secular changes the

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00:58:20

Investing in a World of Low Expected Returns with...

Excess Returns ·

2022/07/12

Investors have enjoyed above average returns for decades now. But long-term evidence suggests that those lofty returns won't last forever. In this episode we take a deep dive into the topic of expected returns with AQR's Antti Ilmanen. Antti is the author of Expected Returns: An Investor's Guide to Harvesting Market Rewards, which many consider to be the seminal work on the topic and has recently released a new book Investing Amid Low Expected Returns: Making the Most When Markets Offer the

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00:39:20

The Average Investor's Guide to the Current Bear Market

Excess Returns ·

2022/07/01

It would be an understatement to say there has been a lot going on in the market this year. Rising inflation has changed the game for economic policy makers and caused significant turmoil in the markets, especially in the growth space. In this episode, we try to put everything that is going on in the markets in context. We discuss the economic and Federal Reserve policies that got us to where we are today, what is happening right now, and the factors that will determine where we go from here. We

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00:47:30

The Case for Long-Term Value Investing with Jim Cullen

Excess Returns ·

2022/06/28

Value investing has been under fire in the past decade. Although value has performed much better since the COVID market bottom, it went through an extended period prior to that where it struggled badly. And that led some to declare that value is dead. In this episode we put all of this in context with Jim Cullen, author of "The Case for Long-Term Value Investing: A guide to the data and strategies that drive stock market success". We discuss why value works over the long-term, whether the strategy's

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00:24:16

Six Experts Help Us Understand Momentum Investing

Excess Returns ·

2022/06/21

Momentum is one of the more challenging factors for investors. Although the long-term evidence that supports it is very strong, many investors have a difficult time understanding why something should be bought just because its price has gone up. We have been fortunate to have some of the most knowledgeable experts on momentum we know on our podcast and we wanted to bring all their expertise together to help all of us better understand momentum. In this episode we combine the insights of Sheridan

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01:06:19

Show Us Your Portfolio: Wes Gray

Excess Returns ·

2022/06/14

In this episode of Show Us Your Portfolio we speak with Alpha Architect founder Wes Gray. We discuss the three principles he uses to build his personal portfolio and take a detailed look the major assets within it. We also discuss his general views on portfolio management, his biggest investment mistakes and how he thinks about his long-term investing goals. We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin

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418 results

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