Excess Returns
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1:00:38
Fact or Fiction: Inflation, Taxes and the End of the Star Manager Era
Excess Returns
296 views • 12 hours ago
46:19
Show Us Your Portfolio: Jared Dillian
Excess Returns
1K views • 4 days ago
53:52
The Double-Edged Sword of Trend Following
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1K views • 7 days ago
1:08:51
Finding Great Companies in a Challenging Macro Environment with Jeff Muhlenkamp
Excess Returns
845 views • 11 days ago
47:32
The Return of Volatility | The OPEX Effect Episode 7
Excess Returns
808 views • 13 days ago
58:30
The Importance of Managing Drawdowns in Retirement
Excess Returns
1.1K views • 2 weeks ago
1:00:28
Navigating the Islands of Macro with Andy Constan
Excess Returns
4.8K views • 2 weeks ago
57:06
Defying the Risk and Return Tradeoff | An In Depth Look at Low Volatility Investing
Excess Returns
1K views • 3 weeks ago
1:05:21
The Case for Value Investing with Tobias Carlisle
Excess Returns
3.4K views • 3 weeks ago
54:15
Lessons from Danny Kahneman | Investing in Practice Rather Than Theory
Excess Returns
1K views • 4 weeks ago
58:47
Value Investing, Inflation and Expected Returns with Rob Arnott
Excess Returns
4.8K views • 1 month ago
1:08:20
Understanding the Measurement of Inflation | The Behind-the-Scenes Details of CPI, PCE, OER and More
Excess Returns
710 views • 1 month ago
59:17
The AI Bubble Thesis with Doug Clinton | The Case for a Coming Tech Boom Bigger Than the Dotcom
Excess Returns
890 views • 1 month ago
54:44
10 Lessons from Warren Buffett's Annual Letter | Munger, Apple and the Challenges of Scale
Excess Returns
1.2K views • 1 month ago
54:11
Lessons from Financial History with Mark Higgins | Inflation, Bank Failures, Bubbles and More
Excess Returns
1.2K views • 1 month ago
1:13:11
The Nvidia Conundrum | The OPEX Effect | March 2024
Excess Returns
1.8K views • 1 month ago
1:03:25
Ten Simple Lessons from Fama and French
Excess Returns
1K views • 1 month ago
55:48
Investing in the Future of Health Care with Mike Taylor | Ozempic, Cancer, Aging and More
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2.6K views • 1 month ago
51:27
The S&P 500 Is Highly Concentrated | Should You Be Worried?
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1.6K views • 1 month ago
1:00:13
Show Us Your Portfolio: Bob Elliott
Excess Returns
4.3K views • 2 months ago
58:34
David Einhorn Says the Market is Broken | We Debate Whether He is Right
Excess Returns
2.2K views • 2 months ago
59:28
Has Passive Investing Broken the Market? | Mike Green
Excess Returns
12K views • 2 months ago
1:11:46
The Intentional Investor | Justin Castelli
Excess Returns
594 views • 2 months ago
1:01:35
The Next Chapter for Inflation with Cullen Roche
Excess Returns
1.1K views • 2 months ago
1:07:43
Extreme Call Buying | The OPEX Effect | February 2024
Excess Returns
3.4K views • 2 months ago
51:25
The Two Sides of Risk | And How to Manage It
Excess Returns
1K views • 2 months ago
1:01:15
The No Landing Scenario | Cem Karsan |The Case for Structural Inflation
Excess Returns
14K views • 2 months ago
54:38
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
Excess Returns
678 views • 2 months ago
53:02
Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira
Excess Returns
1.9K views • 2 months ago
1:05:48
Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More
Excess Returns
932 views • 3 months ago
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