Watch :3
All Episodes
549 videos • 2,313 views • by Excess Returns
All episodes of all the podcasts across the Excess Returns Network
1
The First Sell Signal Since April | Katie Stockton on the Key VIX Tripwire to Watch
Excess Returns
Download
2
The AI Boom That Can't Scale | Rob Thummel on the Power Constraint Investors Miss
Excess Returns
Download
3
You're Missing 100x Returns | Bogumil Baranowski on the Expensive Truth About Cheap Investments
Excess Returns
Download
4
80% of Earnings Growth Came from One Place | Cameron Dawson on What Happens When It Ends
Excess Returns
Download
5
The Exit Door is Narrow | Matt Zenz on the Risks of Big Factor Funds
Excess Returns
Download
6
You Can Blow Up Both Ways | 30-Year Vol Trader Noel Smith on Surviving the Spikes
Excess Returns
Download
7
You're Misreading Valuations | Ben Carlson on Why Tech Broke Mean Reversion
Excess Returns
Download
8
You're Misreading This Bull Market | Jim Paulsen on the Major Supports That Are About to Flip
Excess Returns
Download
9
You’re Paying 25x for the Same Growth | Why Investors Misprice the Next Great Tech Compounders
Excess Returns
Download
10
The Compounders Hiding in Plain Sight | Joseph Shaposhnik on Finding Decade-Long Winners
Excess Returns
Download
11
Average Returns Are a Lie | Sam Ro on 10 Stock Market Truths Investors Get Wrong
Excess Returns
Download
12
Exceptionalism Is Ending. New Winners Are Rising | Olga Bitel on the $2 Trillion Opportunity
Excess Returns
Download
13
Bull Market on Borrowed Time | What Ned Davis Research’s Proven 45-Year System Says Now
Excess Returns
Download
14
Vol Is Crushed. Risk Isn’t | What the Largest OPEX In History Tells Us About What Comes Next
Excess Returns
Download
15
This Market is Breaking All the Rules | Brent Donnelly on How to Survive It
Excess Returns
Download
16
We Haven't Seen This in 100 Years | Cullen Roche on the Disruption That Could Crush Inflation
Excess Returns
Download
17
The Greek That Breaks Traders | What Every Investor Needs to Know About Gamma
Excess Returns
Download
18
We Haven't Seen This Since 1930 | Eric Pachman on Why the Labor Market is Lying to You
Excess Returns
Download
19
The Trust Trap | What to Do When Markets Stop Telling the Truth
Excess Returns
Download
20
You’re Wrong About Bitcoin ETFs | Teddy Fusaro Explains How They Really Work
Excess Returns
Download
21
$53 Billion in Accounting Profits. No Real Ones | The Fall of Big Tech Earnings Quality | Cole Smead
Excess Returns
Download
22
You Think You’re Diversified | $335 Billion CIO on the Concentration Risk Investors Miss
Excess Returns
Download
23
Those 20% Yields Aren’t Real | The Hidden Risks of High Income Options Strategies
Excess Returns
Download
24
We Haven't Seen This in 80 Years | Jim Paulsen on What Ends the Hidden Recession
Excess Returns
Download
25
Avoid the 60-40 Trap | Why 85% Don't Buy the Best Diversifiers | Mike Philbrick
Excess Returns
Download
26
The $600 Billion Bet | Jeff Chang Makes the Case for Buffer ETFs
Excess Returns
Download
27
What Record Valuations Are Hiding | Tobias Carlisle on the Big Opportunity Investors Are Missing
Excess Returns
Download
28
The VCs Are Selling. That Changes the Game | Leigh Drogen on the Real Edge in Crypto
Excess Returns
Download
29
I Never Buy More Than 5% | Inside Aswath Damodaran's Personal Portfolio
Excess Returns
Download
30
64% Never Escape Level Four | Nick Maggiulli on the $1 Million Wealth Trap
Excess Returns
Download
31
It’s Harder Than Surviving a Crash | Chris Mayer on the Practical Lessons of 100-Baggers
Excess Returns
Download
32
Low Volatility Is Lying to You | What the Options Market Says About What Comes Next
Excess Returns
Download
33
You're Copying the Wrong Buffett | Kai Wu on His Real Edge
Excess Returns
Download
34
93% of Tech Returns. 40% Less Risk | Sam Stovall on the Free Lunch Investors Keep Missing
Excess Returns
Download
35
The Liquidity Trap Door | Why the Market's Only Solution is Also Its Biggest Risk
Excess Returns
Download
36
The 100 Year Pivot | Grant Williams on How to Survive a Regime Shift Few Understand
Excess Returns
Download
37
The Bubble No One Can Sell | Dan Rasmussen on the Private Equity Trap
Excess Returns
Download
38
Everyone’s Preparing for Recession. They Should Be Looking for a Melt-Up | Darius Dale
Excess Returns
Download
39
The Trillion Dollar Trap | Mike Green on Passive Investing's Fatal Design Flaw
Excess Returns
Download
40
Everyone Is Braced for a Crash. That's Why It Won't Happen | Jim Paulsen on What Comes Next
Excess Returns
Download
41
You’re Misreading the Rally | Liz Ann Sonders on What is Really Driving Market Returns
Excess Returns
Download
42
The Lie Your Stock's Price is Telling You | Kris Abdelmessih on Why Options Hold the Truth
Excess Returns
Download
43
False Recession Alarms. Bad Tariff Forecasts | Aahan Menon on What Markets Got Wrong
Excess Returns
Download
44
The Fourth Turning is Here. But Most Investors Miss What It Means | Practical Lessons from Neil Howe
Excess Returns
Download
45
All-Time Highs. Record Complacency | What the Options Market Tells Us About What Comes Next
Excess Returns
Download
46
The Hidden Flows Behind Big Market Moves | How Options Impact the Stock Market
Excess Returns
Download
47
The Great Moderation is Over. The Great Convergence is Here | Luca Paolini on What Comes Next
Excess Returns
Download
48
The Colossal Mistake | The Danger of Narrow Markets — Practical Lessons from Richard Bernstein
Excess Returns
Download
49
The Market That Won’t Break | Why Risk Doesn’t Matter (Yet)
Excess Returns
Download
50
75% of Investors Will Disagree with These Ideas | Evidence Says They are True
Excess Returns
Download
51
The Best Diversifier | Eric Crittenden on the Perfect Complement for 60-40
Excess Returns
Download
52
The Dividend Trap | The Lesser-Known Strategy that Beats High Yield - Ryan Krueger
Excess Returns
Download
53
A Housing Market on Edge | Redfin Chief Economist Daryl Fairweather on What Comes Next
Excess Returns
Download
54
The Value Investing Delusion | Robert Hagstrom on the Real Key to Compounding
Excess Returns
Download
55
Recession Indicators Are Breaking. Inflation Isn’t | Megan Horneman on What Comes Next
Excess Returns
Download
56
The Hidden Risk Behind ETF Growth | Eric Balchunas and Dave Nadig Debate If We've Gone Too Far
Excess Returns
Download
57
The Rally No One Trusts | What the Options Market Tells Us About What Comes Next
Excess Returns
Download
58
Broken Data. Hidden Opportunity | GMO's Warren Chiang on Deep Value’s Historic Setup
Excess Returns
Download
59
The Strongman Breaking Point | Peter Atwater on Why Something Has to Give
Excess Returns
Download
60
20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire
Excess Returns
Download
61
$66 Billion. 17 Straight Outperforming Years | The Overlooked Strategy David Giroux Used To Do It
Excess Returns
Download
62
The $9 Trillion Risk | Rupert Mitchell on What Follows US Dominance
Excess Returns
Download
63
Inside a Top Quant's Playbook | Joe Gubler on the Hidden Drivers of Alpha
Excess Returns
Download
64
A Deep Dive Into Market Technicals | Katie Stockton
Excess Returns
Download
65
The Stimulus Deception | Rob Arnott on the Unexpected Impact of Deficit Spending
Excess Returns
Download
66
The Big Beautiful Debt Delusion | The Real Risk Behind Tax Cuts and Deficits
Excess Returns
Download
67
The Hidden Logic of Options | Put-Call Parity Explained with Legos
Excess Returns
Download
68
The Great Distortion: The Hidden Impact of Passive Investing | Practical Lessons from Mike Green
Excess Returns
Download
69
Too Much Google, Tesla, Nvidia? | Wes Gray & Srikanth Narayan Explain a Smarter Way Out
Excess Returns
Download
70
Decoding Volatility with the Rule of 16 | Teach Me Like I'm Five
Excess Returns
Download
71
The Hidden Retirement Risk - And How to Manage It | Practical Lessons from Wade Pfau
Excess Returns
Download
72
The Fourth Turning is Here | Neil Howe Explains What Comes Next
Excess Returns
Download
73
The Hidden Trade War Opportunity | Kai Wu on the Real Edge Investors Are Missing
Excess Returns
Download
74
The Number Go Up Regime - And What Comes After It | Practical Lessons from Ben Hunt & Grant Williams
Excess Returns
Download
75
The Fragile Rally | What the Options Market Tells Us About What Comes Next
Excess Returns
Download
76
The Retail Rally Trap | Kris Sidial on Volatility, Liquidity and What Comes Next
Excess Returns
Download
77
Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap
Excess Returns
Download
78
The Domino's Recession Indicator | The Risks Markets Are Missing
Excess Returns
Download
79
The Market's Best-Kept Secret | Travis Prentice on Momentum's Surprising Edge
Excess Returns
Download
80
The Irrecoverable Error | Risk, Ruin, and the Rules of Wealth | Practical Lessons from Guy Spier
Excess Returns
Download
81
The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here
Excess Returns
Download
82
An Unprecedented Lack of Liquidity | What the Options Market Tells Us About What Comes Next
Excess Returns
Download
83
The Dark Side of Value Investing: Practical Lessons from Aswath Damodaran
Excess Returns
Download
84
Behind the Scenes of the Madoff Scandal with a Trader Who Worked There | Andrew Cohen
Excess Returns
Download
85
When Easy Markets Hide Hard Truths | Timeless Lessons from Richard Bernstein
Excess Returns
Download
86
Markets Are Screaming One Thing | Jim Paulsen on the Real Risk to the Bull Market
Excess Returns
Download
87
Tax Holy Grail? The Hidden ETF Strategy Nobody Talks About | Brent Sullivan
Excess Returns
Download
88
The Hidden Fingerprints of 100 Baggers | Chris Mayer on How to Find Them Before Everyone Else
Excess Returns
Download
89
The Benefits of Simplicity in Bear Markets | Rick Ferri on Why This Time Isn't Different
Excess Returns
Download
90
The Inflection Point | What Tariffs Actually Mean for the Economy
Excess Returns
Download
91
A MasterClass from History’s Best Traders | Practical Lessons from Jack Schwager
Excess Returns
Download
92
The Tail Risk Tipping Point
Excess Returns
Download
93
Rising Market Risks | Will the Trump and Powell Puts Save Us? | Andy Constan
Excess Returns
Download
94
75% of Investors Will Disagree with These Ideas | Evidence Says They are True
Excess Returns
Download
95
The Truth About Tariffs | Cullen Roche
Excess Returns
Download
96
The Great Moderation is Over: Here is What Comes Next | Practical Lessons from Liz Ann Sonders
Excess Returns
Download
97
One of the Fastest Corrections in History: What the Options Market Tells Us About What Comes Next
Excess Returns
Download
98
Tariffs Have Caused Chaos in Markets | Here is Why They May Not Derail the Economy
Excess Returns
Download
99
Value Had One of Its Worst Periods in History | What Data Tells Us Comes Next
Excess Returns
Download
100
Why Money Isn't What You Think: Barry Ritholtz on the Meaning of Money and How NOT to Invest It
Excess Returns
Download
101
The Less Than Strategic Reserve: What Happens When Government Hedges Its Own Currency?
Excess Returns
Download
102
Markets Always Return to Economic Reality | Bob Elliott Explains How It Happens
Excess Returns
Download
103
Data Says We Haven't Had a Recession: Mike Green on the Hidden Metrics That Tell a Different Story
Excess Returns
Download
104
The 'Golden Age of Dip Buying' Is Over: Here is What Comes Next | Practical Lessons from Warren Pies
Excess Returns
Download
105
Investors Made These 9 Costly Mistakes in 2024 | Larry Swedroe Explains How to Fix Them
Excess Returns
Download
106
Danger in Market Calm? What the Options Market Tells Us About What Comes Next
Excess Returns
Download
107
Why Hidden Option Flows Move Markets | Practical Lessons from Cem Karsan
Excess Returns
Download
108
Recession Indicators Aren't Working Anymore: Jim Paulsen Explains What That Means for Investors
Excess Returns
Download
109
How a Former Citadel Trader Builds His Personal Portfolio | Mike Taylor
Excess Returns
Download
110
Bear Markets, Tariffs and the Hidden Knowledge Worker Recession
Excess Returns
Download
111
Why Defense Wins in Investing | Practical Lessons from Jason Buck
Excess Returns
Download
112
Inside the Minds of History's Best Traders | Jack Schwager
Excess Returns
Download
113
Practical Lessons from Ed Yardeni
Excess Returns
Download
114
Busting 50 Years of Investing Myths | Rob Arnott
Excess Returns
Download
115
Practical Lessons from Cliff Asness
Excess Returns
Download
116
Building an Intelligent Alpha ETF with ChatGPT | Doug Clinton
Excess Returns
Download
117
The Calm Before the Storm? | The Warning Signs Inside the Options Market
Excess Returns
Download
118
Practical Lessons from Warren Buffett
Excess Returns
Download
119
The Great Moderation is Over | Liz Ann Sonders Explains What Comes Next for Markets and the Economy
Excess Returns
Download
120
Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives
Excess Returns
Download
121
The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu
Excess Returns
Download
122
The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time
Excess Returns
Download
123
Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny
Excess Returns
Download
124
Do You Really Need International Diversification? 10 Top Investors Debate
Excess Returns
Download
125
Inside the Secretive World of Pod Shops | Bob Elliott
Excess Returns
Download
126
Tesla, MicroStrategy and An Inside Look at the Biggest Options Expiration in Market History
Excess Returns
Download
127
Practical Lessons from Andy Constan | Bridgewater, Macro Pillars and Navigating Deleveragings
Excess Returns
Download
128
Dispelling Big Investing Myths | Dan Rasmussen
Excess Returns
Download
129
10 Great Investors Share Their Most Important Lesson
Excess Returns
Download
130
Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures
Excess Returns
Download
131
Practical Lessons from Ben Carlson
Excess Returns
Download
132
The Most Misunderstood Bull Market Ever | Jim Paulsen
Excess Returns
Download
133
Passive Investing Has Had a Major Impact on the Market: Here is What It Means for Your Portfolio
Excess Returns
Download
134
The Market is Getting Less Efficient: Here is Why That is GREAT for Value Investors | Cliff Asness
Excess Returns
Download
135
Six Controversial Investing Takes You Will Probably Disagree With | Excess Returns
Excess Returns
Download
136
Making Sense of Markets in a Post Election World | Grant Wiliams and Ben Hunt
Excess Returns
Download
137
Tesla, Trump and the Return of Meme Mania | Inside the Flows Driving the Post Election Rally
Excess Returns
Download
138
Practical Lessons from Cullen Roche
Excess Returns
Download
139
Making Money from Market Chaos | Inside the Volatility World with Kris Sidial
Excess Returns
Download
140
Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival
Excess Returns
Download
141
Finding the Next Great Micro-Cap Multi-Bagger | Ian Cassel
Excess Returns
Download
142
Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation
Excess Returns
Download
143
Passive Flows Have Derailed Fundamental Investing: Here is What It Means for Investors | Mike Green
Excess Returns
Download
144
Practical Lessons from Rob Arnott | Spotting Bubbles Early, Value Investing and the Rise of Passive
Excess Returns
Download
145
Value Investing Seems Broken: Here is Why It Will Rise Again | Larry Swedroe
Excess Returns
Download
146
What Everyday Investors Need to Know About Options Flows | Brent Kochuba
Excess Returns
Download
147
Practical Lessons from Jerry Parker | What Investors Need to Know About Trend Following
Excess Returns
Download
148
15 Ways to Lose Money in Markets | Ben Carlson
Excess Returns
Download
149
Practical Lessons from Guy Spier | Value Investing, Buffett and Munger and Learning from Mistakes
Excess Returns
Download
150
Active Investing in a Flows Based Market | Cem Karsan
Excess Returns
Download
151
Practical Lessons from Chris Davis | Holding Winners, Munger's Inversion and What Makes a Good Board
Excess Returns
Download
152
What Investors Can Learn from a Year-Long Trading Experiment | Brent Donnelly
Excess Returns
Download
153
Practical Lessons from Michael Mauboussin | Multiples, Base Rates and Expectations Investing
Excess Returns
Download
154
Gamma, Vanna, Charm and How Options Influence the Stock Market | Brent Kochuba
Excess Returns
Download
155
Quality and Low Volatility: The Factors That Get No Respect
Excess Returns
Download
156
The Case for a Roaring 2020s | Ed Yardeni
Excess Returns
Download
157
Practical Lessons from Aswath Damodaran | Value Investing, AI and the Importance of the Story
Excess Returns
Download
158
The Uncomfortable Truth About Alpha | Adam Butler
Excess Returns
Download
159
The Case Against Value Investing (From Two Value Guys)
Excess Returns
Download
160
The Value Investing Delusion | Aswath Damodaran on Why Value Investors Missed the Mag Seven
Excess Returns
Download
161
Twelve Great Investors Share Their #1 Lesson
Excess Returns
Download
162
Challenging the Idea of Stocks for the Long Run | Jason Buck
Excess Returns
Download
163
Most Investors Get These Things Wrong About Factor Investing - We Explain the Facts
Excess Returns
Download
164
100+ Great Investors Share Their Most Important Lesson
Excess Returns
Download
165
Navigating Deleveraging Events | Andy Constan
Excess Returns
Download
166
Behind the Scenes of the Recent Market Volatility | Brent Kochuba
Excess Returns
Download
167
Inside the Recent Market Volatility | What You Need to Know to Navigate It
Excess Returns
Download
168
Nine Unpopular Investing Beliefs That Evidence Suggests Are Right | Meb Faber
Excess Returns
Download
169
What Long-Term Investors Can Learn from History's Best Traders | Jack Schwager
Excess Returns
Download
170
A Safety-First Retirement | Wade Pfau
Excess Returns
Download
171
What You Need to Know About Momentum Investing | Six Experts Help Us Understand the Basics
Excess Returns
Download
172
A Value Investing MasterClass | Tobias Carlisle
Excess Returns
Download
173
Practical Alternatives to the 60-40 Portfolio | Building Robust Multi-Asset Class Strategies
Excess Returns
Download
174
A Data-Driven Approach to Navigating a Challenging Macro Environment | Warren Pies
Excess Returns
Download
175
Inside What is Driving This Weird Market | The OPEX Effect Ep. 10
Excess Returns
Download
176
Eight Practical Lessons from Mike Green | Passive Investing, Aggregates and Keeping an Open Mind
Excess Returns
Download
177
The Rising Market Risks | Mike Green
Excess Returns
Download
178
Eight Charts That Summarize 2024 | Inflation, Growth, Market Concentration
Excess Returns
Download
179
Understanding Economic Cycles | Bob Elliott
Excess Returns
Download
180
Nine Practical Lessons from Rick Ferri | Simplicity, Fees and Taking Control of Your Investments
Excess Returns
Download
181
Show Us Your Portfolio: Eric Crittenden | How an All Weather Investor Builds His Personal Portfolio
Excess Returns
Download
182
A Practical Guide to the 4% Rule
Excess Returns
Download
183
Why Simple Investing Beats 90% of the Pros | Rick Ferri
Excess Returns
Download
184
Inside the June Options Expiration | Big Dispersion, Call Imbalance and Massive NVDA Interest
Excess Returns
Download
185
The Basics of Evaluating Backtests: What You Need to Know
Excess Returns
Download
186
The Soft Landing Scenario with Simeon Hyman
Excess Returns
Download
187
15 Lessons from 15 Years | Breaking Down Corey Hoffstein's Timeless Investing Lessons
Excess Returns
Download
188
Investing in India's Huge Growth Potential with Anupam Ghose
Excess Returns
Download
189
The Market is Expensive: Should You Care? | The Practical Implications of Market Valuation
Excess Returns
Download
190
MLP and Energy Infrastructure Investing with Greg Reid
Excess Returns
Download
191
Q&A | ETFs vs Mutual Funds, Asset Location, Sizing Focused Factor Strategies, Direct Indexing
Excess Returns
Download
192
Finding Wide Moat Stocks with Yuri Khodjamirian
Excess Returns
Download
193
GameStop, Value Spreads, AI Backtesting and the Market as a Casino | Investor Q&A
Excess Returns
Download
194
Lessons from Berkshire Hathaway's Annual Meeting with Adam Mead
Excess Returns
Download
195
The Kitty is Roaring Again - Volatility Is Not | The OPEX Effect: May 2024
Excess Returns
Download
196
Ten Lessons from Two Decades of Managing Money
Excess Returns
Download
197
AI, The Magnificent 7 and Investing in a Changing World | Gene Munster, Doug Clinton and Qu Nguyen
Excess Returns
Download
198
Meb Faber and Rafael Resendes | PNL For a Purpose
Excess Returns
Download
199
Systematic Value Investing | Tobias Carlisle and Wes Gray | PNL For a Purpose
Excess Returns
Download
200
Jim O'Shaughnessy and Perth Tolle | PNL For a Purpose
Excess Returns
Download