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Excess Returns @UCPYvx_y92dvI1PSdiho0ALw@youtube.com

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We take complex investing topics and make them understandabl


01:00:28
The Script for Killing Inflation with Andy Constan
57:06
Defying the Risk and Return Tradeoff | An In Depth Look at Low Volatility Investing
01:05:21
A Value Investing MasterClass | Tobias Carlisle
54:15
Lessons from Danny Kahneman | Investing in Practice Rather Than Theory
58:47
The Case for a Value Resurgence | Rob Arnott
01:08:20
Understanding the Measurement of Inflation | The Behind-the-Scenes Details of CPI, PCE, OER and More
59:17
The AI Bubble Thesis with Doug Clinton | The Case for a Coming Tech Boom Bigger Than the Dotcom
54:44
10 Lessons from Warren Buffett's Annual Letter | Munger, Apple and the Challenges of Scale
54:11
Lessons from Financial History with Mark Higgins | Inflation, Bank Failures, Bubbles and More
01:13:11
The Nvidia Conundrum | The OPEX Effect | March 2024
01:03:25
Ten Simple Lessons from Fama and French
55:48
Investing in the Future of Health Care with Mike Taylor | Ozempic, Cancer, Aging and More
51:27
The S&P 500 Is Highly Concentrated | Should You Be Worried?
01:00:13
Show Us Your Portfolio: Bob Elliott | How a Former Bridgewater Trader Manages His Own Money
58:34
David Einhorn Says the Market is Broken | We Debate Whether He is Right
59:28
The Risks of The Rise of Passive Investing with Mike Green
01:11:46
The Intentional Investor | Justin Castelli
01:01:35
The Next Chapter for Inflation with Cullen Roche
01:07:43
Extreme Call Buying | The OPEX Effect | February 2024
51:25
The Two Sides of Risk | And How to Manage It
01:01:15
The No Landing Scenario | Cem Karsan |The Case for Structural Inflation
54:38
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
53:02
Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira
01:05:48
Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More
52:48
Show Us Your Portfolio: Katie Stockton
01:02:01
The Key Criteria to Look at When Evaluating Active ETFs
01:11:45
Show Us Your Portfolio: Andrew Beer
01:04:25
A Massive Expiration | The OPEX Effect | January 2024
01:01:35
Lessons from Launching (and Shutting Down) a Small-Cap Value ETF
01:03:45
High Conviction Value Investing | Chris Davis
37:49
Lessons from the Rise and Fall (And Rise Again?) of ARK
01:03:44
What Generative AI Means for Investors with Adam Butler
40:21
Nine Investing and Life Lessons From 2023
02:32:27
100+ Great Investors Share Their Most Important Investing Lesson
46:44
Our 2024 Market Forecast | And Why You Shouldn't Listen to It
01:06:45
Show Us of Your Portfolio: Larry Swedroe Part II | Alternatives and Interval Funds
43:37
Four Ways Value Investors Can Use Momentum
01:03:05
Value, Momentum and Launching ETFs with Wes Gray
01:00:56
The Short Vol Trade | The OPEX Effect | December 2023
51:09
Evaluating Alternatives to the 60-40 Portfolio
46:26
Navigating the Factor Zoo with Matthias Hanauer
52:05
The Enduring Legacy of Charlie Munger with Lawrence Cunningham
42:10
The Characteristics of a Good Investment Process - And How to Know When to Change It
41:50
Lessons From a Legendary Fund Manager with Joel Tillinghast
41:39
Five Year-End 2023 Investing and Planning Considerations for Investors
54:40
How Popular Market Indexes Are Constructed with Athanasios Psarofagis
49:58
What Investors Need to Know About Momentum Investing
59:59
From Quant Investing to Venture Capital with Jim O'Shaughnessy
01:06:41
The Impact of 0DTE | The OPEX Effect | November 2023
34:13
An Inside Look at Quality and Low Volatility Investing
01:00:36
Breaking Down the Challenging Macro Landscape with Warren Pies and Fernando Vidal
39:12
Breaking Down Popular Value ETFs | The Portfolio Construction Choices that Define Them
01:03:07
A Deep Dive into Credit Investing with Joe Hegener
53:22
How Couples Can Have Better Conversations About Money with Heather and Doug Boneparth
44:18
Quantifying Self Attribution Bias Using ChatGPT with Meng Wang
51:58
Is Value Investing Dead? A Quant and a Financial Planner Discuss
54:57
All Weather Investing with Eric Crittenden
54:51
The OPEX Cycle | The OPEX Effect | October 2023
53:04
Understanding the Business of Franchising with Ben Terrill
58:51
Behind the Podcast: Flirting with Models | Corey Hoffstein