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Excess Returns

Excess Returns


Excess Returns

ratings:
Length:
271 episodes
Language:
English
Format:
Podcast

Description

Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea Capital Management. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, and talk to interesting guests with the goal of helping those who watch and listen become better long term investors.
Language:
English
Format:
Podcast

Episodes1 - 10 of 271 episodes

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Cem Karsan and Andy Constan | PNL For A Purpose

On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest m...

58 minutes
May 02, 2024

Show Us Your Portfolio: Jared Dillian

In this episode of Show Us Your Portfolio, Jared Dillian, author of the investment news...

46 minutes
Apr 25, 2024

Evaluating the Macro Landscape and Finding Great Companies with Jeff Muhlenkamp

In this episode of Excess Returns, we speak with Jeff Muhlenkamp, portfolio manager at ...

68 minutes
Apr 18, 2024

Navigating the Islands of Macro with Andy Constan

In this episode we are joined by Andy Constan, founder of Damped Spring Advisors. We di...

60 minutes
Apr 11, 2024

The Case for Value Investing with Tobias Carlisle

David Einhorn recently said that he thinks fundamental investing is broken. If he is ri...

65 minutes
Apr 04, 2024

Value Investing, Inflation and Expected Returns with Rob Arnott

In this episode, Research Affiliates founder Rob Arnott returns for his third appearanc...

58 minutes
Mar 28, 2024

The AI Bubble Thesis with Doug Clinton

AI stocks have seen a big run recently. This has led many fundamental-based investors t...

59 minutes
Mar 21, 2024

Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins

There have been many significant events in the economy and stock market over the past s...

54 minutes
Mar 14, 2024

Investing in the Future of Health Care with Mike Taylor

In this episode, we are joined by Mike Taylor, manager of the Simplify Health Care ETF ...

55 minutes
Mar 08, 2024

Show Us Your Portfolio: Bob Elliott

In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob El...

60 minutes
Feb 29, 2024