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Finding Great Companies in a Challenging Environment with Jeff Muhlenkamp

Finding Great Companies in a Challenging Environment with Jeff Muhlenkamp

In this episode of Excess Returns, we speak with Jeff Muhlenkamp, portfolio manager at Muhlenkamp and Company. We discuss Jeff’s…
The Case for Value Investing with Tobias Carlisle

The Case for Value Investing with Tobias Carlisle

David Einhorn recently said that he thinks fundamental investing is broken. If he is right, there would certainly be significant…
Value Investing, Inflation and Expected Returns with Rob Arnott

Value Investing, Inflation and Expected Returns with Rob Arnott

In this episode, Research Affiliates founder Rob Arnott returns for his third appearance on Excess Returns. We cover a wide…