Join Matt Zeigler and Bogumil Baranowski as they play clips from both the Excess Returns and Talking Billions podcast interviews with Aswath Damodaran. This conversation unpacks Damodaran’s timeless insights on navigating uncertainty, embracing the process of investing,...

When evaluating investment opportunities in today's unpredictable market, one metric stands out for its ability to reveal a company's true financial health: free cash flow yield. This powerful indicator spotlights businesses that excel at converting their operations...

In this episode of Excess Returns, Matt Zeigler sits down with Andrew Cohen, who shares his extraordinary journey from Goldman Sachs trader to working directly with Bernie Madoff, and ultimately becoming a victim of history's largest Ponzi...

The NASDAQ 100's impressive rally in recent years had driven the index's valuation metrics to premium levels, causing hesitation among value-focused investors. However, the substantial pullback witnessed in early 2025 has transformed the investment landscape, creating opportunities...