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What Investors Need to Know About the Collapse of Silicon Valley Bank with Cullen Roche Mar 15, 2023

Show notes

With the failure of Silicon Valley Bank last week, we wanted to do a special episode to better understand what happened, and what all of us can learn from it. And we couldn’t think of anyone better to talk to than Cullen Roche of Discipline Funds, who is an expert on the internal workings of the monetary and banking systems.

The three big things you will learn in this episode are:

- How the banking system works and how that helps to provide context for what happened here.

- The factors and events that led to the collapse of Silicon Valley Bank

- What we can learn from what happened and what it means going forward

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A Detailed Look at the "Night Effect" with Bruce Lavine Mar 09, 2023

Show notes

You might think that the return profile of the market looks similar during the day and overnight. But research has shown that isn't the case. In this episode, we discuss the "Night Effect" with NightShares founder Bruce Lavine. We discuss what the "Night Effect' is, what causes it, how it stands up to the tests of a strong investing factor and a lot more.

We hope you enjoy the discussion.

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https://podcasts.apple.com/us/podcast/the-education-of-a-financial-planner/id1670513515

The Education of a Financial Planner: A Primer on College Saving and Planning Mar 06, 2023

Show notes

We are happy to announce the launch of our second podcast, The Education of a Financial Planner. We have been doing more financial planning with clients and have realized how much there is to learn in the area. So we decided to create a podcast to document our learning journey and bring in experienced planner Matt Zeigler to teach us.

In the second episode, we take a detailed look at college planning and saving. This will be the final episode we will put in the Excess Returns feed. If you would like to continue to receive episodes going forward, please click the links below to subscribe on each of the major podcast platforms.

We hope you enjoy the new podcast.

If you have any feedback, please email us at excessreturnspod@gmail.com.

Apple Podcasts

Spotify

https://open.spotify.com/show/1gq3okDGRwCha1vgdCFlbQ

Google Podcasts

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kOWY2ZTg1MC9wb2RjYXN0L3Jzcw

Other Podcast Platforms

https://anchor.fm/education-financial-plan

Show Us Your Portfolio: Corey Hoffstein Mar 02, 2023

Show notes

In our latest Show Us Your Portfolio episode, we speak with Newfound Research founder Corey Hoffstein. We discuss how he constructs his personal portfolio and how he applies concepts like return stacking and capital efficiency in that process. We also cover a wide range of other topics, including the importance of human capital, international diversification, the role of valuations in his investment process and a lot more.

We hope you enjoy the discussion.

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https://podcasts.apple.com/us/podcast/the-education-of-a-financial-planner/id1670513515

New Podcast - The Education of a Financial Planner: Episode 1: Goals-Based Planning Feb 27, 2023

Show notes

In the first episode, we discuss the basics of goals-based planning. Next week, we will dig into planning for college. We will put the first two episodes of the new podcast on the Excess Returns feed, but if you would like to continue to receive episodes after that, please click the links below to subscribe on each of the major podcast platforms.

We hope you enjoy the new podcast.

If you have any feedback, please email us at excessreturnspod@gmail.com.

Apple Podcasts

Spotify

https://open.spotify.com/show/1gq3okDGRwCha1vgdCFlbQ

Google Podcasts

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kOWY2ZTg1MC9wb2RjYXN0L3Jzcw

Other Podcast Platforms

https://anchor.fm/education-financial-plan

The Four Pillars of Macro with Andy Constan Feb 23, 2023

Show notes

In this episode we speak with Damped Spring Advisors founder Andy Constan. Andy has built a unique macro framework that incorporates growth, inflation, flows and risk premia. We discuss a wide variety of topics, including the interaction between Fed and Treasury policy, the biggest lessons he learned at Bridgewater, the future of inflation and what his framework says about the current market.

We hope you enjoy the discussion.

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A Deep Dive Into Earnings Quality with Columbia Professor Doron Nissim Feb 16, 2023

Show notes

Many investors take for granted that the earnings and other financial data that companies report provides an accurate representation of their business and its future. But the reality is that is often not the case. In this episode, we talk with Doron Nissim, who is the Ernst & Young Professor of Accounting & Finance Chair at Columbia University and one of the world's leading experts on earnings quality.

We discuss what earnings quality is, how it can be measured and evaluated and what investors can do to identify and adjust for issues with both earnings and other information reported on the financial statements of companies.

We hope you enjoy the discussion.

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Relative Sentiment Investing with Ray Micaletti Feb 09, 2023

Show notes

We all often hear about the importance of sentiment in investing. But how to use it can be elusive. This week we are joined by someone who has done the empirical work and developed models that use sentiment to build real world investment strategies.

We speak with Ray Micaletti of Relative Sentiment Technologies. Ray has done extensive research on the use of relative sentiment in investment strategies and has published several research papers on the topic, including "Want Smart Beta? Follow the Smart Money: Market and Factor Timing Using Relative Sentiment". He also runs an ETF using his strategies.

We discuss what relative sentiment is and why it works and look at it through the framework commonly used to evaluate investment factors to see how it holds up. We also cover how sentiment is measured, using sentiment in bonds and gold and a lot more.

We hope you enjoy the discussion.

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