In this episode, Matt sits down with Brent Donnelly, author of “50 Trades in 50 Weeks: One Year of Good Ideas, Dumb Mistakes, and Timeless Trading Lessons”. Brent spent close…
Tag: Excess Returns Podcast
How Options Influence the Stock Market
In this episode, we dive deep into the world of options and their impact on market dynamics. We start with an “Options Dealer Flows 101” primer, explaining key concepts like…
Quality and Low Volatility: The Factors That Get No Respect
In this episode of Two Quants and a Financial Planner, we dive deep into the world of quality and low volatility factors in investing. We explore how these factors work,…
The Case for a Roaring 2020s | Ed Yardeni
In this episode of Excess Returns, we sat down with Ed Yardeni, president of Yardeni Research and YardeniQuickTakes.com. Ed is one of the most accurate and respected Wall Street strategists,…
The Harsh Truth About Investing Edge with Adam Butler
In this episode of Excess Returns, we sit down with our good friend Adam Butler, co-founder and Chief Investment Officer of ReSolve Asset Management. We cover a lot of ground,…
Value Investing in a Changing World with Aswath Damodaran
In this episode of Excess Returns, we sat down with NYU professor Aswath Damodaran to discuss his new book on the corporate life cycle and get his insights on a…
Challenging the Idea of Stocks for the Long Run with Jason Buck
In this episode of Excess Returns, we sit down with Jason Buck of Mutiny Funds to examine the idea of stocks for the long run and some potential challenges to…
The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan
In this episode of Excess Returns, we welcome back Andy Constan, founder of DampedSpring . We cover a wide range of topics, including recent market volatility, the broader economic outlook,…
You Probably Don't Believe These Ten Investing Ideas. Evidence Suggests You Should | Meb Faber
In this episode of Excess Returns, we sit down with Meb Faber, founder of Cambria Investment Management, to discuss his unconventional views on investing that often go against mainstream opinions.…
A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau
In this episode of Excess Returns, our good friend Matt Zeigler interviews retirement planning expert Wade Pfau. They discuss key concepts in retirement income planning, including the 4% rule, variable…