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All Episodes

Excess Returns — 504 episodes

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Title
1

He Wrote the Book on Bubbles | Edward Chancellor on If AI is Different

2

We Asked an Options Expert Why This Melt Up Hasn’t Broken — and Which Signal Could End It

3

We Asked a $4.5B Quant Manager Why the S&P 500 Is Just 46 Stocks — and Why Small Caps Aren't Dead

4

The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate

5

We Asked Rich Bernstein and Chris Davis Why This Market Isn’t as Safe as It Feels

6

We Asked Ben Hunt, Jim Paulsen, Kevin Muir and Brent Kochuba Why Bad News Can’t Break This Market

7

The Opportunity No One Sees | Richard Bernstein on Finding Value in a Narrow Market

8

Feeling Safe Is the Risk | Chris Davis on Finding Durable Companies in a Disrupted World

9

Buy High, Sell Higher | Travis Prentice on Dispersion, Passive's Structural Risk and Why 52 Week Highs Don't Mean What You Think

10

The Secular Plateau | Chris Bloomstran on Why We May Be at Peak Valuations

11

We Asked David Rosenberg Why He Owns Almost No US Stocks — and What He Holds Instead

12

The Resilience No One Trusts | Brent Donnelly on Why War and Oil Haven’t Broken This Market

13

The Bear Market No One Sees | Liz Ann Sonders on the Real Story Indexes Hide

14

The Forever Invariable Truth | Jim Grant on War, Inflation, and What Comes Next

15

The Market the Tweets Can’t Break | What the Options Market Tells Us About What Comes Next

16

The Risk at the End of the Whip | GMO’s Tom Hancock on Finding Conviction Amid the AI Hype

17

The Walmart Indicator Just Hit 2008 Levels | Jim Paulsen on the Big Difference This Time

18

The Inevitability No One Sees | $11 Billion Tech Manager on What Investors Miss About AI

19

The Signal Before the Spike | Katie Stockton on What the Charts Tell Us About What Comes Next

20

Michael Mauboussin | AI, Base Rates, and Investing in the New Economy

21

The Stagflation Regime | Aahan Menon on What Works When Stocks and Bonds Don’t

22

6x Earnings. 10x Potential. | Harris Kupperman on the Inflections Wall Street Misses

23

The Moment Common Knowledge Changed | Last Call - With Andy Constan, Ben Hunt, Brent Kochuba and Eric Pachman

24

The Private Credit Apocalypse That Isn’t Coming | Larry Swedroe Dispels the Myths

25

Nothing Is Priced In | Bob Elliott on Why Investors Are Misreading the Oil Shock

26

The 0.1% Winners | Chris Mayer and Robert Hagstrom on Why Outliers Drive Returns

27

Big Decline. Options Support Gone | Brent Kochuba on the Fragile Market Setup

28

The War Markets Can't Price | Jared Dillian on the Regime Change Investors Miss

29

They Call It a Lottery Ticket. The Data Says Otherwise | D.A. Wallach on The Hidden Alpha of Biotech

30

14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026

31

The $1 Trillion Supercycle Hidden in Plain Sight | Joseph Shaposhnik

32

Survival First. Returns Second | Vitaliy Katsenelson on Investing Amid Extreme Uncertainty

33

What War Charts and AI Bubbles Miss | The Weekly Market Insight – March 8, 2026

34

1% Growth. Zero Jobs | Jim Paulsen on the Recession Hiding in Plain Sight

35

The Widest Valuation Gap in History | Rob Arnott on What Investors Are Missing About AI

36

100% Out of US Stocks | Andy Constan on AI, War Risk and the Shift Abroad

37

Is AI Replacing Workers Faster Than We Think? | We Break Down the Viral AI Doom Loop Article

38

The AI Panic Trade | What the Viral Doomsday AI Article Means for Markets

39

Most Portfolios Are Built Backwards | Cullen Roche on Building Your Perfect Portfolio

40

The Edge Has Shifted | Matt Reustle on How the Best Investors Use AI

41

When You've Won the Game, Stop Playing | What Great Investors Taught Us About Portfolio and Purpose

42

When Safe Becomes the Most Dangerous | The 100-Year Thinkers on AI, Staples and How Words Mislead

43

The Global Regime Change | Jason Hsu on AI, Factor Investing and What Investors Miss About China

44

When the Data Stops Working | Cameron Dawson and Dave Nadig on What Aggregate Economic Numbers Hide

45

This Only Happens in Markets Down 30% | Brent Kochuba on the Rotation Indexes Hide

46

Investing in a Fourth Turning | Neil Howe and Ben Hunt on Inflation, Trust and What Comes Next

47

You Can't Eat Risk-Adjusted Returns | AQR's Pete Hecht on Portable Alpha's Capital Efficient Edge

48

46% of the S&P 500 is One AI Bet | Kai Wu on Why It’s Likely the Wrong One

49

It’s Only a Question of When | Nir Kaissar on AI, Private Credit and the Regime Shift Investors Miss

50

$70 Billion. 18 Straight Outperforming Years | David Giroux on the Index Trap and AI Hype

51

Lowest Cash Levels Ever | Kevin Muir on Markets at Extremes

52

The Market That Bites Back | Victoria Greene on Surviving the Badger Market

53

Last Call: January 2026 | AI Capex, Private Credit Problems and the Unstable Market

54

The Bubble You Can’t Exit | Dan Rasmussen on the Private Equity Trap

55

30 Times Earnings Isn't Expensive | Chris Mayer & Robert Hagstrom on the Labels That Destroy Returns

56

60-20-20 Changed Everything | Tony Greer on the New Portfolio Regime

57

You’re Waiting for the Bubble to Burst | Jan van Eck on Why It Already Has

58

The Crash That Won’t Come | Redfin Chief Economist Daryl Fairweather on the Great Housing Reset

59

The Chart of Truth Is Turning | Rupert Mitchell on the Regime Change Investors Are Missing

60

10 Cents on the Dollar | Gary Mishuris on Mispriced Fear and Lessons from Warner Brothers

61

The Line We Can't Cross | Mike Green on the Passive Investing Endgame

62

Disbelief Is the Real Risk: Gene Munster and Doug Clinton on Why the AI Bubble is Just Getting Started

63

The Bubble Most Will Get Wrong | Aswath Damodaran on How He is Managing His Own Money in a World of AI

64

The Great Moderation Is Over | Liz Ann Sonders on What Replaces It

65

The Regime Shift No One is Prepared For | Grant Williams on the 100 Year Pivot

66

Sold At "Irrational Exuberance". Still Lost Money | Sam Ro on the Bubble Paradox

67

Long-Term Uptrend. Short-Term Warning Signs | Katie Stockton on What Charts Say About What's Next

68

It’s Not K-Shaped. It’s No Shaped | Jim Paulsen on What You're Getting Wrong About 2026

69

4% of Stocks. 100% of Wealth | Gautam Baid on the Brutal Math of Compounding

70

We Read 22 2026 Market Forecasts So You Don't Have To | What You Need to Know

71

The Truth No One Sees | 41 Great Investors Share Their Most Controversial Belief

72

The Base Case is Wrong | Paul Eitelman on AI, Reacceleration and the Pause No One Sees

73

Nothing Has a Right to Exist in Your Portfolio | What the Last 15 Years Has Taught Us

74

The Existential Spending Battle | Adrian Helfert on What You’re Missing in the AI Arms Race

75

The Precarity Line | Ben Hunt and Adam Butler on the Broken Math of the American Dream

76

The Alpha No Human Can Find | David Wright on Machine Learning's Hidden Edge

77

The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on the Dangers of Abstraction

78

Magnet Above. Trap Door Below | Inside the Options Flows Driving Markets with Brent Kochuba

79

He Was Overweight Tech for 15 Years. He Just Downgraded the Mag Seven | Ed Yardeni Explains Why

80

Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures

81

The Single Most Important Metric | Matt Reustle on the Patterns That Separate Great Businesses

82

The Risk is in the Water | Graeme Forster on Six Courageous Questions for 2026

83

The Thunderclap That Ends the Cycle | Jim Grant on the Risk No One Sees

84

3% Inflation Isn't the Problem | Jim Paulsen on Why 2% Growth is the Crisis

85

The One Lesson | 50+ Great Investors Share the One Thing They Would Teach You

86

World War AI | Ben Hunt on the Economic Consequences of the AI Boom

87

The Real Estate Bust Was the Plan | Louis-Vincent Gave on China's Brute Force Growth Strategy

88

The Pattern Is Staggering | Mary Ann Bartels on Why This Bull Market Is Just Getting Started

89

The Risk Isn't Where You Think | Carl Kaufman on AI Capex, Private Credit and the Hidden Bond Play

90

The Bubble You Can't Short | Rob Arnott on What You Can Do Instead

91

The Bull Market Where Everyone Feels Broke | Behind the Rise of Financial Nihilism

92

The Two Tailed Market Risk | Brent Kochuba on What the Options Market Tells Us About What Comes Next

93

$1 Trillion AI Bet. $10 Billion in Profits | Bob Elliott on the AI Income That Isn't Coming

94

The Hidden Fingerprints of 100 Baggers | Chris Mayer and Robert Hagstrom on Finding the Perfect Business

95

He Invented the 4% Rule | Bill Bengen on Why He Now Thinks 5% Works

96

The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin

97

The Bull Market You Don’t Want to Believe | Rupert Mitchell on China vs. the Mag Seven

98

The Most Extreme Speculation in 40 Years | Richard Bernstein on What It Means for Markets

99

99.9% Focus on the Wrong Question | Victor Haghani on Why Static Allocation Fails

100

The Case for Permanently Higher Market Valuations | Jim Paulsen

101

The Liquidity Trap Door | Cem Karsan on Why We Are Likely in a Bubble, It Could Get Bigger, And What Pops It

102

The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet

103

The Inflation Risk Investors Miss | Nancy Davis

104

The 40 CAPE Conundrum | Meb Faber on What High Valuations Mean for Markets

105

Everyone Feared Recession. His Data Said Otherwise | US Bank CIO Eric Freedman on What It Says Now

106

Most Never Escape Stage 3 | Rick Ferri on the Education of an Index Investor

107

Investing in a Liquidity Dominated Market | Remi Tetot

108

The 4% That Drive All Returns | Larry Swedroe on What You're Getting Wrong About the S&P 500

109

The Regime Change No One Sees | Adam Parker on Why Valuations Are Lying to You

110

The Bear Stearns Moment | Ben Hunt on How Private Credit Unravels

111

The Case That We Are in the Early Stages of an AI Bull Market | Gene Munster and Doug Clinton

112

Buffett, Sun Tzu and the Ancient Art of Risk Taking | Tobias Carlisle

113

Timeless Lessons from a Trend Following Legend | Jerry Parker

114

The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on Finding the Next Great Compounders

115

Investing in a Debasement Regime | Warren Pies

116

The Four Pillars of Macro - And What They Say About This Market | Andy Constan

117

What a Global Regime Change Means for Investors | Julian Brigden

118

Big Rally. First Sell Signal Since April | Katie Stockton on What the Charts Say Could Come Next

119

Electricity Is the New Oil | Rob Thummel on the Energy Opportunity from the AI Boom

120

The Expensive Truth About Cheap Investing | Bogumil Baranowski

121

Evidence Based Factor Investing | Matt Zenz

122

A Volatility Masterclass | Timeless Lessons from 30 Year Options Trader Noel Smith

123

A Practical Guide to Market Valuation with Ben Carlson

124

The New Valuation Regime | Jim Paulsen on Confidence, Inflation and the Coming Market Supports

125

Finding the Next Great Tech Compounders | John Tinsman

126

Finding Decade-Long Compounders with Joseph Shaposhnik

127

The Average Return That Never Comes | Sam Ro on 10 Stock Market Truths Investors Get Wrong

128

Exceptionalism Is Ending. New Winners Are Rising | Olga Bitel on the $2 Trillion Opportunity

129

Bull Market on Borrowed Time | Ned Davis Chief Strategist Tim Hayes on the Indicators That Matter

130

Brent Donnelly on the Fed, Inflation, and Why 2% No Longer Matters

131

Cullen Roche on Inflation, AI and Why the Debt Crisis is Overblown

132

This Hasn't Happened Since 1930 | Eric Pachman on Why the Labor Market is Lying to You

133

Cole Smead on Deficits, Inflation, and the Erosion of Earnings Quality in Technology Stocks

134

31 Years of Lessons: Northwestern Mutual CIO Brent Schutte on Markets, Cycles, and Diversification

135

The Hidden Risks of High Income Options Strategies | Shawn Gibson and Eric McArdle

136

Jim Paulsen on Growth, the Fed and the Case for a Broadening Rally

137

Mike Philbrick on Gold, Bitcoin, and Rethinking Diversification Beyond 60/40

138

An Inside Look at Buffer ETFs with Jeff Chang

139

Record Valuations. Hidden Opportunity | Tobias Carlisle on Finding Value in an Expensive Market

140

Momentum is Everything | Leigh Drogen on Building Lasting Strategies in Crypto

141

Show Us Your Portfolio: Aswath Damodaran

142

64% Never Escape Level Four | Nick Maggiulli on Climbing the Wealth Ladder

143

What Really Drove Buffett’s Success | Kai Wu on Berkshire's Intangible Edge

144

The Seven Rules of Wall Street | Sam Stovall

145

The 100 Year Pivot | Navigating a Changing Market with Grant Williams

146

The Bubble No One Can Sell | Dan Rasmussen on the Private Equity Trap

147

Darius Dale on the Fourth Turning, Fiscal Dominance, and the Case for a Melt-Up

148

The Risks of the Rise of Passive Investing | Mike Green

149

The Case for a Broadening Bull Market | Jim Paulsen

150

You’re Misreading the Rally | Liz Ann Sonders on What is Really Driving Market Returns

151

This Isn’t Priced In | PIMCO’s Libby Cantrill on the Policy Risks Markets Are Missing

152

False Recession Alarms. Real Risks. | Aahan Menon on What Investors Are Missing

153

How Option Dealer Flows Impact the Stock Market

154

The Great Moderation is Over. The Great Convergence is Here | Luca Paolini on What Comes Next

155

Whipsaws, Drawdowns, and Disbelief | Eric Crittenden on the Best Diversifier No One Buys

156

Broken Models. Misleading Yields | Ryan Krueger on Avoiding the Dividend Trap

157

500,000 More Sellers Than Buyers. First Time in a Decade | Daryl Fairweather on What Comes Next

158

Buffett Does It. Most Value Investors Don’t | Robert Hagstrom on the Real Key to Compounding

159

Recession Indicators Are Breaking. Inflation Isn’t | Megan Horneman on What Comes Next

160

Broken Data. Hidden Opportunity | GMO's Warren Chiang on Deep Value’s Historic Setup

161

Blind to Power: The Hidden Investing Risk of Rising Strongmen | Peter Atwater

162

Finding Great GARP Stocks with David Giroux

163

The $9 Trillion Risk | Rupert Mitchell on the Unwind of US Dominance - And What Comes After It

164

Inside a Top Quant's Playbook | Joe Gubler on the Hidden Drivers of Alpha

165

Big Decline. Big Rally. What the Charts Tell Us About What Comes Next | Katie Stockton

166

The Stimulus Deception | Rob Arnott Explains What Economists Are Getting Wrong

167

The Hidden Logic of Options | Put-Call Parity Explained with Legos

168

Too Much Google, Tesla, Nvidia? | Wes Gray & Sri Narayan Explain a Smarter Way Out

169

The Fourth Turning Is Now | Neil Howe on the Coming Financial Reset and Who Rebuilds What’s Broken

170

What Investors Get Wrong About Trade Wars | Kai Wu

171

The Retail Rally Trap | Kris Sidial on Market Fragility and the Risks of Buy the Dip

172

Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap

173

The Market's Best-Kept Secret | Travis Prentice on Momentum's Surprising Edge

174

The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here

175

The One Lesson: 50 Great Investors Share the One Thing They Would Teach You

176

Behind the Scenes of the Madoff Scandal with a Trader on the Inside | Andrew Cohen

177

The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing

178

The Secular Bull Market Isn't Dead: Jim Paulsen on Why Tariffs Won't Break It

179

100 Baggers Leave Fingerprints | Chris Mayer Wrote the Book and Tells You How to Find Them

180

The Fastest Market Selloff Since 2020: Rick Ferri on Tactics to Survive and Thrive

181

Heading to Recession Island | Will the Trump and Powell Puts Help Us Reverse Course? | Andy Constan

182

The Soft Landing is a Myth: Here's What's Really Going on in the Economy | Cullen Roche

183

Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia

184

Money Delusions: Barry Ritholtz on the Elusive Definition of Money and How Not to Invest It

185

The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession

186

Nine Timeless Lessons from 2024 | Larry Swedroe

187

A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride

188

Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran

189

Tariffs, Bear Markets and the Hidden Knowledge Worker Recession | Dave Nadig and Jason Buck

190

Timeless Lessons from History's Best Traders | Jack Schwager

191

Practical Lessons from Cliff Asness

192

Busting 50 Years of Investing Myths | Rob Arnott

193

Building Intelligent Alpha Portfolios with ChatGPT | Doug Clinton

194

Beyond the Magnificent Seven: Liz Ann Sonders on Markets, Cycles & Investing

195

The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu

196

Do You Really Need International Diversification? 10 Top Investors Debate

197

Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny

198

Inside the Secretive World of Pod Shops | Bob Elliott

199

Dispelling Big Investing Myths | Dan Rasmussen

200

Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures

201

What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig

202

The Most Misunderstood Bull Market Ever | Jim Paulsen

203

Bigger Extremes, Better Returns | Cliff Asness on the "Less Efficient Market Hypothesis"

204

Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt

205

Making Money from Market Chaos | Inside the Volatility World with Kris Sidial

206

A Deep Dive into Micro-Cap Investing | Ian Cassel

207

The Practical Implications of the Rise of Passive Investing | Mike Green

208

An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe

209

15 Ways to Lose Money in Markets | Ben Carlson

210

Investing in a Flows Driven World | Cem Karsan

211

What Investors Can Learn from a Year-Long Trading Experiment | Brent Donnelly

212

What Regular Investors Need to Know About Options Flows | Brent Kochuba

213

The Case for a Roaring 2020s | Ed Yardeni

214

The Harsh Truth About Investing Edge with Adam Butler

215

Value Investing in a Changing World with Aswath Damodaran

216

Challenging "Stocks for the Long Run" with Jason Buck

217

The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan

218

Challenging Conventional Investing Beliefs with Meb Faber

219

A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau

220

Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle

221

The Case for a Continued Rally with Warren Pies

222

Passive Investing, Inflation and the Bifurcated Economy with Mike Green

223

Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History

224

A Tour of the Macroeconomic Landscape with Bob Elliott

225

Show Us Your Portfolio: Eric Crittenden

226

The Benefits of a Simple Investment Approach with Rick Ferri

227

Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman

228

Investing in India's Huge Future Potential with Anupam Ghose

229

Energy Infrastructure Investing with Greg Reid

230

Redefining Moat Investing with Yuri Khodjamirian

231

Inside the Berkshire Hathaway Annual Meeting with Adam Mead

232

Corey Hoffstein and Ben Hunt | PNL For a Purpose

233

Mike Green and Mike Taylor | PNL For a Purpose

234

Cem Karsan and Andy Constan | PNL For A Purpose

235

Show Us Your Portfolio: Jared Dillian

236

Evaluating the Macro Landscape and Finding Great Companies with Jeff Muhlenkamp

237

Navigating the Islands of Macro with Andy Constan

238

The Case for Value Investing with Tobias Carlisle

239

Value Investing, Inflation and Expected Returns with Rob Arnott

240

The AI Bubble Thesis with Doug Clinton

241

Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins

242

Investing in the Future of Health Care with Mike Taylor

243

Show Us Your Portfolio: Bob Elliott

244

Has Passive Investing Broken the Market? | Mike Green

245

The Next Chapter for Inflation with Cullen Roche

246

The No Landing Scenario with Cem Karsan

247

Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira

248

Show Us Your Portfolio: Katie Stockton

249

Show Us Your Portfolio: Andrew Beer

250

High Conviction Value Investing with Chris Davis

251

What Generative AI Means for Investors with Adam Butler

252

100+ Great Investors Share Their Most Important Investing Lesson

253

Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds

254

Value, Momentum and Launching ETFs with Wes Gray

255

Navigating the Factor Zoo with Matthias Hanauer

256

The Enduring Legacy of Charlie Munger with Lawrence Cunningham

257

Lessons From a Legendary Fund Manager with Joel Tillinghast

258

How Popular Market Indexes Are Constructed with Athanasios Psarofagis

259

From Quant Investing to Venture Capital with Jim O'Shaughnessy

260

Understanding the Changing Macro Landscape with Warren Pies and Fernando Vidal

261

A Deep Dive into Credit Investing with Joe Hegener

262

Quantifying Self Attribution Bias with Meng Wang

263

All Weather Investing with Eric Crittenden

264

The OPEX Effect with Jack, Justin and Brent Kochuba

265

Behind the Podcast: Flirting with Models | Corey Hoffstein

266

Show Us Your Portfolio: Jerry Parker

267

Lessons From 30 Years as a Value Investor | Steve Romick

268

Excess Returns After Hours with Tobias Carlisle | Some Much Needed Therapy for Value Investors

269

Quantitative Asset Management - Building Systematic Real-World Strategies with Michael Robbins

270

Conservative Investing - Using Trend Following to Manage Risk and Drawdowns with James St. Aubin

271

Show Us Your Portfolio: Andy Constan

272

Show Us Your Portfolio: Cullen Roche

273

High Quality Growth Investing in Europe with Alistair Wittet

274

The Opportunity in Emerging Markets with AQR's Dan Villalon

275

Lessons from Evaluating Investment Managers with Clare Flynn Levy

276

A Quant and a Financial Planner Discuss Factor Investing

277

Show Us Your Portfolio: Gary Antonacci

278

Narrative as an Investing Factor with Ben Hunt

279

Show Us Your Portfolio: Adam Butler

280

Finding Great Growth Companies with David Rolfe

281

What Investors Need to Know About Emerging Market Debt with VanEck's Eric Fine

282

Investing in Companies That Put Shareholders First with Joseph Boskovich

283

Building a Six Factor Model Using Intangible Value with Kai Wu

284

Show Us Your Portfolio: Larry Swedroe

285

Factor Investing for Retirement with DFA's Mathieu Pellerin

286

A Tour Around the Options World with SpotGamma's Brent Kochuba

287

Replicating Hedge Funds, Lessons from Bridgewater and the Outlook for Inflation with Bob Elliott

288

Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton

289

Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina

290

The Impact of ChatGPT on Investing with Alejandro Lopez-Lira

291

Bridging Academic Research and Real World Investing with Vanguard's Kevin Khang

292

New YouTube Episode: 70 Experts Share Their Most Important Investing Lesson

293

Show Us Your Portfolio: Harin de Silva

294

Show Us Your Portfolio: Mike Green

295

Show Us Your Portfolio: Jason Buck

296

Talking Technical Analysis with Katie Stockton

297

Inside the High Yield Debt Market with Rajay Bagaria

298

Show Us Your Portfolio: Cem Karsan

299

Enduring Investing and Life Lessons with Guy Spier

300

Factor Investing in Under the Radar Markets with Chris Covington

301

A Deep Dive into Custom and Direct Indexing with Ehren Stanhope

302

Building an Inflation Fighting Portfolio With Dave Schassler

303

What Investors Need to Know About the Collapse of Silicon Valley Bank with Cullen Roche

304

A Detailed Look at the "Night Effect" with Bruce Lavine

305

The Education of a Financial Planner: A Primer on College Saving and Planning

306

Show Us Your Portfolio: Corey Hoffstein

307

New Podcast - The Education of a Financial Planner: Episode 1: Goals-Based Planning

308

The Four Pillars of Macro with Andy Constan

309

A Deep Dive Into Earnings Quality with Columbia Professor Doron Nissim

310

Relative Sentiment Investing with Ray Micaletti

311

The Art and Science of Intelligent Fund Selection with Joe Wiggins

312

Inside the Madoff Scandal with Madoff Trader and Investor Andrew Cohen

313

Value Investing and Lifelong Learning with Cole Smead

314

A Complete Guide to Factor Investing with Andy Berkin

315

The Biggest Lessons From Our Five Most Popular Podcasts of 2022

316

High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp

317

Innovative Small ETF Firms Challenging the Big Players

318

What Investors Need to Know About Geopolitics with Marko Papic

319

An Evidence-Based Approach to Markets with Larry Swedroe

320

Talking Convexity, Interest Rates and the Future of Inflation with Harley Bassman

321

A Common Sense Approach to Markets with Ben Carlson

322

Show Us Your Portfolio: Ben Hunt

323

Talking Trend Following with Original Turtle Trader Jerry Parker

324

Show Us Your Portfolio: Ryan Kirlin

325

Show Us Your Portfolio: Rob Arnott

326

Replicating Hedge Fund Strategies with Andrew Beer

327

Show Us Your Portfolio: Dr. Daniel Crosby

328

Low Volatility Investing and the Conservative Formula with Pim van Vliet

329

Show Us Your Portfolio: Brent Kochuba

330

Six Experts Help Us Understand the Future of the 60-40 Portfolio – And Some Alternatives to It

331

Show Us Your Portfolio: Darius Dale

332

Show Us Your Portfolio: Ryan Krueger

333

Everything Investors Need to Know About Federal Reserve Policy with Cullen Roche

334

Talking All Things Value Investing with Tobias Carlisle

335

Show Us Your Portfolio: Rick Ferri

336

Show Us Your Portfolio: Phil Huber

337

Constructing an Intangible Asset Based Value Strategy with Kai Wu

338

What is the One Lesson You Would Teach the Average Investor? Ten Great Investors Tell Us

339

Value Investing, Compounding and Lifelong Learning with Gautam Baid

340

Finding Opportunity in the Technology Stock Storm with Robert Cantwell and Lars Cianciolo

341

Option Dealer Flows, Inflation and Investing in a Changing World with Cem Karsan

342

Investing in a World of Low Expected Returns with AQR's Antti Ilmanen

343

The Average Investor's Guide to the Current Bear Market

344

The Case for Long-Term Value Investing with Jim Cullen

345

Six Experts Help Us Understand Momentum Investing

346

Show Us Your Portfolio: Wes Gray

347

Everything Investors Need to Know About Risk Parity with Adam Butler

348

Systematic Global Macro Investing with GMO’s Martin Emery

349

Four Ways Value Investors Can Use Momentum

350

What Investors Need to Know About the Impact of Options on the Stock Market with Brent Kochuba

351

Harnessing Empirical Finance in Long-Term Investing Strategies with Dimensional’s Savina Rizova

352

Mike Green on the Dangers of the Rise of Passive Investing

353

Navigating Bull and Bear Markets Using Trend Following

354

Ten of the Biggest Financial Mistakes Investors Make – And How To Avoid Them – With Peter Lazaroff

355

Show Us Your Portfolio: Meb Faber

356

Jack Schwager on What We Can Learn From History’s Best Traders

357

Four Experts Help Us Understand Inflation - And What It Means for Investors

358

Applying Machine Learning to Value Investing with Euclidean’s John Alberg

359

The Importance of Drawdown Management in Retirement Planning

360

Constructing a Crypto Index with Jeremy Schwartz and Michael Batnick

361

Breaking Down the Russia Ukraine Conflict with Epsilon Theory’s Ben Hunt

362

Ten Great Investors Share the One Lesson They Would Teach the Average Investor

363

Dual Momentum Investing with Gary Antonacci

364

Gamma, Vanna, Charm and the Impact of Options on the Stock Market with Jason DeLorenzo

365

Systematic Macro Investing with 42 Macro Founder Darius Dale

366

An Inside Look at the GameStop Story and the Revolution That Wasn't With Spencer Jakab

367

Motley Fool Founder David Gardner on Finding Rule Breaking Growth Stocks

368

Some Thoughts on the Recent Market Decline

369

In Pursuit of the Perfect Portfolio with Stephen Foerster

370

A Deep Dive Into Quality Growth Investing with Harding Loevner's Rick Schmidt

371

Six Lessons We Learned While Navigating the Market in 2021

372

10 Lessons From Our 5 Most Popular Podcasts of 2021 - Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, Tobias Carlisle

373

A Tactical Approach to Conservative Investing with Sierra Investment Management's Dave Wright

374

Michael Mauboussin on Valuation, Base Rates and Expectations Investing

375

Is the Market Rigged in Favor of Corporate Insiders? We Talk to Wharton Professor Daniel Taylor to Find Out

376

Inflation, Factors and Stock Returns with Ehren Stanhope

377

Andrew Thrasher Schools Two Value Guys on Technical Analysis and Forecasting Volatility Tsunamis

378

Lu Zhang On The Evolution of Asset Pricing Models And His First Principles Approach to Improve Them

379

An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert

380

Sheridan Titman On His Seminal Paper on Momentum Investing and What He Has Learned Since

381

Everything You Need to Know About Inflation with Cullen Roche

382

Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth

383

The Underappreciated Growth Story of Emerging Markets with Kevin Carter

384

Worried About the Future of the 60-40 Portfolio? We Look at Some Alternatives

385

Balancing Return and Risk in Factor Investing with Harin de Silva

386

Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker

387

Return Stacking with Corey Hoffstein and Rodrigo Gordillo

388

Gregg Fisher on the Future of Value, Investing in Innovation and Lessons From 20+ Years as a Quant

389

The Elusive Definition of Quality

390

An In-Depth Look at Factor Valuation - And Which Factors Look Cheap Today

391

Investing in Quality Dividend Growers to Achieve Your "Freedom Day" With Ryan Krueger

392

The Downside of Conviction

393

Combining Growth and Momentum Investing with O'Neil Global's Randy Watts and WisdomTree's Jeremy Schwartz

394

The Return of Tobias Carlisle

395

A Deep Dive into Sector Investing with State Street's Matt Bartolini

396

The Facts About Factor Timing

397

The Truth About Dividend Investing

398

The Underrated Role of Behavior in Investing with Joe Wiggins

399

An Inside Look at the Contrarian Investment Strategy of David Dreman

400

The Hidden Benefits of Rebalancing - And Some Tactics to Optimize the Process

401

The Biggest Lessons From Our First 100 Episodes

402

Rob Arnott on Inflation, Bubbles and the Future of Value Investing

403

Some Quantitative Alternatives to the 60-40 Portfolio

404

A Deep Dive into Factor Investing and the Future Potential of China with Jason Hsu

405

Finding Quality Value Stocks With Joseph Piotroski's F Score Methodology

406

Robert Hagstrom on Warren Buffett, Bill Miller and Finding High Quality Companies

407

Could ARK Pose a Systemic Risk to the Market? A Look at How ETFs Work Can Help Us Find Out

408

Inside the First Hedge Fund to ETF Conversion and Finding Long-Term Compounders with Robert Cantwell

409

What Valuation Can Tell You About the Market – And What it Can’t

410

A Safety First Approach to Retirement Planning and the Problems with the 4% Rule with Wade Pfau

411

Some Options for Managing Risk After a Big Market Run

412

An In Depth Look at Asset Allocation with Jim Masturzo of Research Affiliates

413

Strategy Focus: Low Volatility Investing and the Conservative Formula

414

Six Potential Metrics to Help Limit Value Traps

415

Investing in Freedom in Emerging Markets with Perth Tolle, Founder of Life + Liberty Indexes

416

Academic Research Spotlight: Migration by Eugene Fama and Kenneth French

417

The Three Keys to Understanding Investing Bubbles

418

A Detailed Look at All Weather Investing with Eric Crittenden

419

The Changing Nature of Momentum Investing

420

The Strengths and Weaknesses of the Major Value Metrics

421

The History of Berkshire Hathaway and Warren Buffett with Adam Mead

422

Quantifying The Motley Fool’s Small Cap Growth Investment Strategy

423

Rafael Resendes On Intrinsic Value, Economic Margin and How Some Value Models Have Lost Their Way

424

What Has Really Driven the Rebound in Value Stocks?

425

Machine Learning, Fantasy Football and Factor Investing with Kevin Zatloukal

426

Lessons From Warren Buffett's 2021 Annual Letter

427

Bridgeway Founder John Montgomery On Their Unique Culture and Lessons From a 25+ Year Career in Quant Investing

428

Academic Research Spotlight: Replicating Anomalies by Lu Zhang, Chen Xue and Kewei Hou

429

GameStop: What Happened, How it Happened, and Lessons We Can Learn From It

430

The Elusive Definition of Risk – And Some Practical Ways to Measure It

431

A Detailed Look at Joel Greenblatt's Magic Formula Method

432

An In Depth Look at Momentum Investing and Trend Following with Jack Vogel

433

The Impact of Intangible Assets on Value Investing

434

Interview: Replicating Private Equity Returns In Public Markets with Verdad’s Brian Chingono

435

Examining the Arguments Against Value Investing

436

Why Dividend Investing May Be Overrated

437

Breaking Down the Investment Strategy of Peter Lynch

438

The Importance of Expectations in Investing

439

The Biggest Lessons From Our Five Most Popular Interviews of 2020

440

Eight Timeless Lessons All Investors Can Learn From Warren Buffett

441

Making Sense of Fed Intervention, Fiscal Stimulus and MMT with Cullen Roche

442

Twin Momentum: Combining Fundamental and Price Momentum Together In One Quantitative Model

443

Lessons From Our First Year of Podcasting

444

Why Eliminating Discretion from Quantitative Models is Harder Than You Think

445

Is Value Investing Dead?

446

Why You Shouldn’t Try To Copy Warren Buffett

447

The Fundamental Principles of Benjamin Graham and Whether They Still Work Today

448

Monopolies, Intangible Assets and the Disruptive Economy with Kai Wu

449

Are Flows Into The S&P 500 And Other Passive Indexes Distorting The Market?

450

Interview: The Birth, Growth & Death of Investing Factors with Adam Butler

451

Why Your Politics Shouldn't Affect Your Investment Portfolio

452

The Dangers of Trying to Outsmart the Market

453

Interview: Curating Investing Content and Sharing Knowledge w/ Tadas Viskanta of Abnormal Returns and Ritholtz Wealth Management

454

Why Growth Investing is Harder Than You Think

455

Interview: A Multi-Disciplinary Approach to Investing and Learning with Nir Kaissar

456

Interview: Liquidity Cascades with Corey Hoffstein

457

Why the S&P 500 is an Active Portfolio, and Other Observations on the Stages of Active Management

458

Interview: The Past, Present and Future of Investing with Morningstar's John Rekenthaler

459

Bonus Episode: Six Narratives Shaping The Market In 2020

460

Why the Stock Market is Near All Time Highs Despite the Major Issues in the Economy

461

Is Direct Indexing the Future of Investing?

462

Six Lessons New Robinhood Traders Could Learn From Peter Lynch

463

Interview: Bridging Academic Research and Real World Investing with Professor Partha Mohanram

464

Four Reasons Value Investing Might Not be Dead Yet

465

Interview: A Conversation about Buffett, Berkshire & High-Quality Shareholders w/ Professor Lawrence Cunningham

466

Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?

467

Finding Diamonds in the Rough Among Growth Stocks

468

The Danger of Learning From Your Mistakes

469

Active Value Investing in a Changing World with Vitaliy Katsenelson

470

Is the Price/Book Ratio Dead?

471

Can Warren Buffett Be Quantified?

472

The Pros and Cons of Quantitative and Discretionary Investing

473

Interview: Timeless Investing and Life Lessons with Jim O’Shaughnessy

474

The Danger of Focusing on What Should Be and Missing What Is

475

Quality and Low Volatility: The Factors That Shouldn't Work

476

Interview: Systematic Value Investing with Wes Gray

477

An In Depth Look at Momentum Investing

478

The Pros and Cons of Factor Timing

479

The Challenges of Multi-Factor Investing

480

The Impact of COVID-19 on Value Investing

481

Psychology and COVID-19 with Dr. Daniel Crosby

482

The Limits to Lessons From Past Bear Markets

483

The Dangers of Hindsight Bias

484

Interview: Value Investing with Tobias Carlisle

485

The Importance of Challenging Your Own Beliefs

486

Looking at Different Ways to Manage Risk

487

Q&A: Answering Investors' Questions in Uncertain and Volatile Times

488

Some Thoughts on Market Panics

489

Some Thoughts on the Struggles of Factor Investing in the Past Decade

490

The Dangers of Headline Investing

491

The Pros and Cons of Trend Following

492

The Pitfalls of Back Testing

493

Lessons From Our Most Read Five Questions Interviews

494

The Benefits of a Value Composite

495

The Perils of Market Forecasting

496

The Challenges of Developing a Sell Strategy

497

Bonus: Long Live Value Investing?

498

The Case Against Value Stocks

499

The Double Edged Sword of Avoiding Value Traps

500

Lessons From the March For the Fallen

501

Six Common Misconceptions About Factor-Based Strategies

502

The Rising Bar for Active Management

503

The Mechanics of Value Investing

504

Excess Returns (Trailer)