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Excess Returns @[email protected]

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We take complex investing topics and make them understandabl


01:02:39
The Hidden Retirement Risk - And How to Manage It | Practical Lessons from Wade Pfau
52:37
The Fourth Turning is Here | Neil Howe Explains What Comes Next
56:06
The Hidden Cost of De-Globalization | Kai Wu on the Truth Behind Trade Wars
01:05:58
The Number Go Up Regime - And What Comes After It | Practical Lessons from Ben Hunt & Grant Williams
01:03:38
The Rally No One Trusts | What the Options Market Tells Us About What Comes Next
59:48
The Diversification Delusion | The Risk that Leaves Both Stocks and Bonds Exposed
59:53
The Retail Rally Trap | Kris Sidial on the Fragile Market Beneath the Surface and What Comes Next
51:51
Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap
59:37
The Domino's Recession Indicator | The Risks Markets Are Missing
50:45
The Market's Best-Kept Secret | Travis Prentice on Momentum's Surprising Edge
01:06:32
The Irrecoverable Error | Risk, Ruin, and the Rules of Wealth | Practical Lessons from Guy Spier
54:23
The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here
01:11:53
Liz Ann Sonders, Cliff Asness, Mike Green and 40+ Others Share Their Most Important Lesson
59:36
An Unprecedented Lack of Liquidity | What the Options Market Tells Us About What Comes Next
01:08:08
The Dark Side of Value Investing | Practical Lessons from Aswath Damodaran
59:55
Behind the Scenes of the Madoff Scandal with a Trader Who Worked There | Andrew Cohen
55:21
The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing
01:02:50
Markets Are Screaming One Thing | Jim Paulsen on the Real Risk to the Bull Market
29:18
Tax Holy Grail? The Hidden ETF Strategy Nobody Talks About | Brent Sullivan
01:01:51
The Hidden Fingerprints of 100 Baggers | Chris Mayer on How to Find Them Before Everyone Else
53:57
The Fastest Selloff Since 2020 | Rick Ferri on Why This Time Isn't Different
01:05:03
The Inflection Point | What Tariffs Actually Mean for the Economy
49:15
A MasterClass from History’s Best Traders | Practical Lessons from Jack Schwager
01:14:27
The Tail Risk Tipping Point
01:02:22
Rising Market Risks | Will the Trump and Powell Puts Save Us? | Andy Constan
55:38
75% of Investors Will Disagree with These Ideas | Evidence Says They are True
01:10:04
The Truth About Tariffs | Cullen Roche
52:44
The Great Moderation is Over: Here is What Comes Next | Practical Lessons from Liz Ann Sonders
01:06:04
One of the Fastest Corrections in History: What the Options Market Tells Us About What Comes Next
01:03:19
Tariffs Have Caused Chaos in Markets | Here is Why They May Not Derail the Economy
01:08:00
Value Had One of Its Worst Periods in History | What Data Tells Us Comes Next
36:50
Why Money Isn't What You Think: Barry Ritholtz on the Meaning of Money and How NOT to Invest It
01:05:14
The Less Than Strategic Reserve: What Happens When Government Hedges Its Own Currency?
58:02
Markets Always Return to Economic Reality | Bob Elliott Explains How It Happens
57:02
Data Says We Haven't Had a Recession: Mike Green on the Hidden Metrics That Tell a Different Story
01:03:28
The 'Golden Age of Dip Buying' Is Over: Here is What Comes Next | Practical Lessons from Warren Pies
01:05:14
Investors Made These 9 Costly Mistakes in 2024 | Larry Swedroe Explains How to Fix Them
01:12:27
Danger in Market Calm? What the Options Market Tells Us About What Comes Next
01:04:10
Why Hidden Option Flows Move Markets | Practical Lessons from Cem Karsan
49:43
A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride
01:05:58
Recession Indicators Aren't Working Anymore: Jim Paulsen Explains What That Means for Investors
01:05:15
How a Former Citadel Trader Builds His Personal Portfolio | Mike Taylor
01:03:40
Bear Markets, Tariffs and the Hidden Knowledge Worker Recession
48:58
Why Defense Wins in Investing | Practical Lessons from Jason Buck
01:07:44
Inside the Minds of History's Best Traders | Jack Schwager
52:23
Practical Lessons from Ed Yardeni
01:12:15
Busting 50 Years of Investing Myths | Rob Arnott
58:09
Practical Lessons from Cliff Asness
58:10
Building an Intelligent Alpha ETF with ChatGPT | Doug Clinton
58:49
The Calm Before the Storm? | The Warning Signs Inside the Options Market
54:29
Practical Lessons from Warren Buffett
01:02:11
The Great Moderation is Over | Liz Ann Sonders Explains What Comes Next for Markets and the Economy
01:02:42
Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives
01:00:49
The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu
01:00:33
The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time
54:30
Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny
57:07
Do You Really Need International Diversification? 10 Top Investors Debate
57:38
Inside the Secretive World of Pod Shops | Bob Elliott
01:05:12
Tesla, MicroStrategy and An Inside Look at the Biggest Options Expiration in Market History
01:00:55
Practical Lessons from Andy Constan | Bridgewater, Macro Pillars and Navigating Deleveragings