show episodes
 
Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, with the goal of helping those who watch and listen become better long term investors, all in twenty minutes or less per episode.
 
The 9Gs Podcast - An Aviation Podcast was created to share the journey and experiences of professional aviators. Launched in March 2020 in the middle of one of the toughest times in the 21st century, it allows the growing audience to get an insight view of the professional and amateur aviation world. From Bush pilots, Commercial aviators to Fighter pilots, the guests will share their unique journey relating multiple aviation stories. This podcast is not a professional show. The guests and th ...
 
The Harvard Law School Environmental & Energy Law Program influences policy discussions about environmental, climate, and energy issues. The EELP offers robust legal analysis and practical governance solutions that will move these discussions forward.
 
Your world is evolving—find out how with Carter Phipps, co-author of the Wall St. Journal bestseller Conscious Leadership. He’s an optimist, a generalist, and an integrative thinker. Now he has an excuse for his insatiable book-buying habit—a show that explores the movements, trends, people, and ideas that are shaping the future. Phipps is also author of Evolutionaries, and cofounder of the Institute for Cultural Evolution. Through in-depth interviews and occasional rants and reflections, th ...
 
What does it mean to experience life mindfully and how can we do it? Is there a difference between having compassion and exercising it? Why should we even care? These are the very questions that host Justin McBride, founder of Social Profit Initiative, will explore on the Mindful X Podcast.
 
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show series
 
Factor timing seems so sensible on the surface. The idea of adding exposure to out of favor factors appeals to investors' desires to buy low and sell high. But the reality is much more complicated than that. In this episode, we look at what the academic research shows about factor timing and some different approaches to building investment strategi…
 
My guest today is Stewart Butterfield, founder and CEO of Slack. Stewart’s 2014 essay “Why We Don’t Sell Saddles Here” had a massive impact on my own business journey, which made this discussion extra special. During our conversation, we discuss the concept of owner’s delusion, how to frame the boundaries between product and market, and the challen…
 
My guest today is Steve Mandel, founder of Lone Pine Capital, one of the most successful hedge fund and investment firms of this generation. In our conversation, we discuss how the investing business has evolved since Steve’s start in the 1980s, why it’s so difficult to drive alpha by shorting stocks today versus 20 years ago, and why Steve still l…
 
Investors love dividends. They like them for their potential to beat the market. They like them for the income they provide. Some even like them because of their perceived safety. But the reality of all of those things is a little bit different than the common perception. When you look at each of the benefits that buying high yield stocks provides,…
 
Our Electricity Law Initiative Director Ari Peskoe speaks with Brandon Smithwood, Senior Director of Policy at Dimension Renewable Energy. They talk about business models for development of small-scale renewable energy and storage systems. Please see here for a transcript of this episode http://eelp.law.harvard.edu/wp-content/uploads/CleanLaw-59-Ar…
 
Sometimes as investors we tend to focus their efforts on the wrong things. We will spend a lot of time building complicated strategies. We will focus on trying to beat the market. We will trade when there is no need to. But in doing this we will often miss what is usually the biggest driver of our returns: our own behavior. In this episode, we spea…
 
My guest today is Spenser Skates, CEO and co-founder of Amplitude Analytics. Spenser founded Amplitude in 2012 with a thesis that building the best product requires, deep cross-functional understanding of customer behavior. During our conversation, we discuss Spenser’s long history in programming and how his early experiences tie into his work toda…
 
My guest today is David Sacks, General Partner at Craft Ventures and founding COO of PayPal. During our conversation, we explore what differentiates Enterprise SaaS from DTC subscriptions, what makes for a magical product launch event, and what key growth metrics David uses to measure success. David has written extensively on his idea of operating …
 
What if the ethical challenge of our own time is not to have the courage to be a combatant for the last century's great causes, but to negotiate a much more complex set of moral issues, values, and worldviews? In this unique episode of Thinking Ahead, Carter reads his latest essay, written for The Post Progressive Post. Inspired by the recent movie…
 
David Dreman is a well known contrarian investor and the author of Contrarian Investment Strategies: The Next Generation. Dreman's Kemper-Dreman High Return Fund was one of the best-performing mutual funds ever, ranking as the best of 255 funds in its peer groups from 1988 to 1998, according to Lipper Analytical Services. In this episode, we take a…
 
My guest today is David Vélez, founder and CEO of Nubank, the world’s largest digital bank with over 40 million customers. In our conversation, David talks about his venture capital background at Sequoia and how that led him down an entrepreneurial path in Latin America. We also talk about the pros and cons of building a digitally native business a…
 
My guest today is Balaji Srinivasan, a serial entrepreneur and angel investor. Balaji is known to challenge conventional wisdom, and he lives up to his reputation in this conversation. We discuss a wide variety of topics, including advancements in health tracking, ways to evaluate your own information diet, and how technology is driving decentraliz…
 
Investors will seek any type of edge they can find. Many run complicated models to try to generate an excess return. Others endure the pain that generating long-term excess returns using factors often entails. But sometimes the easiest ways to boost returns are also the most simple. In this episode, we look at the rebalancing premium and how proper…
 
When we started our podcast in 2019, we were hoping we could create something that would be educational and informative for people who follow our content. But one of the biggest surprises for us is how much we have learned ourselves. We have been fortunate to interview some of the smartest investors we know, and each interview has taught us somethi…
 
My guest today Michael Mayer, is the founder and CEO of Bottomless, a company that automatically replenishes your coffee supply where I am both an excited investor and customer. Today’s conversation is about tactical lessons Michael has learned while building the business. We talk about identifying an addressable problem, how to avoid solving for b…
 
My guest today is Silicon Valley icon, Marc Andreessen. Before co-founding the legendary venture capital firm, Andreessen Horowitz, Marc was an early pioneer of the internet. At age 22, he built Mosaic, the first widely adopted web browser and the technology that underpinned Netscape Communications. Marc was an early proponent of cloud computing, s…
 
Although the word unprecedented tends to be overused, we are seeing many things in the market currently that many of us haven't seen before. Fiscal stimulus has increased to levels that truly are unprecedented, inflation may become an issue for the first time in a long time, and many investors are arguing the fundamentals don't matter anymore This …
 
My guest today is Will Ahmed, founder of fitness wearable company WHOOP. What started as a business plan in 2011 has evolved into the 24/7 health-tracking device you’ll often see on athletes across professional sports. During our conversation, Will and I discuss how his own backstory ties into the founding of WHOOP, the key design decisions they ma…
 
My guest today is Howard Marks, co-founder of Oaktree Capital, a leading investment manager, and one of the world’s largest distressed debt investors. In our conversation, we discuss takeaways from the market selloff and rapid recovery in 2020, the importance of assessing both quantitative and qualitative factors in markets, and the benefits Howard…
 
In a world where inflation is not a threat, a standard 60-40 portfolio does an excellent job of providing growth, while also limiting downside when stocks get choppy. You don’t need anything more than the last 40 years, when the 60-40 portfolio had its best stretch ever, to illustrate that. The 60/40 has produced a 9.2% annualized return going back…
 
My guest today is Christina Cacioppo, founder of Vanta, a security and compliance software business founded in 2017. In our conversation, Christina brings to life the idea of “finding a problem that exists and fixing it.” We dive into the experiences that led her to launch Vanta, the strategy she took to build, price, and distribute the product, an…
 
Misinformation. Disinformation. Fake news. Conspiracy theories. These viruses of the information age proliferate with frightening speed on social media channels like Facebook, Twitter, and YouTube, sometimes with serious consequences. Over the past few years, as the scope of the problem has become unavoidable, there has been much debate over how to…
 
My guest today is John Harris, Managing Partner of Ruane, Cunniff & Goldfarb, where the flagship Sequoia Fund has an incredible 50-year track record running a highly concentrated portfolio of equities. In our conversation, we cover John’s approach to finding businesses that can be owned for the long-term, what goes into their diligence process, and…
 
We have had many experts in factor investing on the podcast. We have even had some who have published research in academic journals. But we haven't had anyone who has produced the volume of research that our guest this week has. Jason Hsu is the co-founder of Research Affiliates and founder of Rayliant. He is also an associate editor of the Journal…
 
My guests today are Florian Hagenbuch and Mate Pencz, co-founders of Loft. Based in Sao Paulo, Brazil, Loft is a digital platform designed to bring Latin American real estate into the e-commerce age. The 3-year-old startup scaled to over $150mm in annualized revenue in 2020 and is on track for multiples higher this year. We dive into the market opp…
 
My guest is Gabe Leydon, who is the co-founder and former CEO of MZ, also known as Machine Zone, the company behind huge games such as Mobile Strike and Game of War. Gabe has spent the last 20 years designing video games and is one of the most original thinkers I have talked to in a long time. In our conversation, we cover why great design can be a…
 
Research shows that value stocks can generate an excess return because the market tends to overestimate their problems, and value investors benefit when it realizes that. But despite that being true on average, many value stocks actually have even bigger problems than the market has priced in. This week, we look at one of the quantitative strategie…
 
EELP Staff Attorney Hana Vizcarra and Fellow Hannah Perls talk about the progress of the Biden administration on climate and environmental priorities now that the first hundred days have passed. We originally posted this as a video, which you can view at the link below. See here for a full transcript of this episode http://eelp.law.harvard.edu/wp-c…
 
There have been so many books written about Warren Buffett that it can be hard to keep track of them. But before all of that could happen, someone had to be the first. This week we are joined by Robert Hagstrom, whose book The Warren Buffett Way was the first book that took a detailed look at Buffett's investment strategy. And subsequent to that, h…
 
My guest today is Assaf Wand, CEO, and co-founder of Hippo, a homeowner insurance startup founded in 2015. In March 2021, Hippo announced a SPAC merger, valuing the business at over $5bn. In our discussion, we cover how Hippo approached innovation in the highly regulated insurance industry, unique strategies for building brand trust, and how direct…
 
Erik sits down with Seth Swerczek from Hornady to discuss about the 6.5 PRC. They give a little more background on how we have the 6.5 PRC. They mention the rapid growth and popularity that it has had in just the few years its been available. They breakdown situations and shot distances when it is and not a good idea to use the 6.5 PRC and how it i…
 
My guest today is Dennis Lynch, Head of Counterpoint Global, where he oversees over $100bn in AUM and boasts one of the strongest track records of any public investor. In our conversation, we cover Dennis's unique approach to building a research team, how misclassification of companies often creates the highest upside opportunities, and how Dennis …
 
The growth of ARK investments has been one of the biggest stories of the past decade in the ETF space. its flagship fund, the ARK Innovation ETF has seen its asset explode over the past year or so. In January of 2020 the fund had about $1.8B in assets and at the peak earlier this year the fund was at $27B. But many in the investing community have w…
 
With the rapid growth in ETFs, it seems like almost every product idea possible has been tried. So it is rare to find something that is unique and hasn't been done before. This week, we talk to someone who has done not one, but two things that were never done before in the ETF space. We speak with Robert Cantwell, the founder and CEO of Upholdings.…
 
My guest today is Henrique Dubugras, co-founder and CEO of Brex, an all-in-one finance account for businesses. Brex recently raised funding at a valuation of over 7 billion dollars despite being founded only four years ago. In our conversation, we cover Brex’s transition from a credit card for start-ups to the central account for businesses, why bu…
 
My guest today is Justin Fishner-Wolfson, founder of 137 Ventures, a venture capital fund focused on providing liquidity solutions to founders, investors, and employees of private businesses. In our conversation, we discuss what early career experiences led Justin to start 137 Ventures, the counter-intuitive information asymmetry between public and…
 
There are few people in the world of writers, musicians, artists, and celebrities who are instantly recognizable by just a single name. Oprah, Sting, Bruce, Beyonce—to name a few. Deepak falls into that rarefied category. Ever since he burst onto the progressive spiritual scene in the late eighties with his unique mix of health, wellness, science, …
 
There is no shortage of discussion in the media about the valuation of the market. And with the big market run we have had recently, valuations have once again become stretched. But what does market valuation tell us about the future returns of the market? And is there anything investors can do to adjust their portfolios based on market valuations?…
 
The 4% rule has become one of the cornerstones of retirement planning. And in many ways that makes sense because investors who have spent 4% of their portfolio annually have historically had a very high chance of making their money last. But with expected returns on both stocks and bonds at historical lows, the 4% rule may not work as well in the f…
 
My guest today is Peter Reinhardt, co-founder and CEO of Segment, the market-leading data customer data platform that was acquired by Twilio last year. In our conversation, we cover the fascinating journey of Segment from an education feedback tool to the business it is today, Peter’s sales philosophy on meeting the customer where they are and not …
 
Erik and Justin Shaffer sit down and talk about how they came to know each other. They talk about Ibex and what caught there attention to chasing these goats all over the world. Justin and Erik go more in depth on some of there extreme hunts that they have been on and what they learned from these experiences. They talk about problems most people fa…
 
“Difficult times call for deliberate contemplation, intentional consideration, and thoughtful examination of opportunities.” -Justin McBride Respond and react to this episode at: MindfulX.net Connect with Mindful X: Instagram, Twitter, Clubhouse Connect with Justin: Instagram, Twitter, Clubhouse, Fireside Mindful X is an endeavor for good by Social…
 
My guest today is Brent Beshore. For those that don’t know Brent from his frequent appearances on this podcast, he runs Permanent Equity Fund and has been a close personal friend for the past five years. Brent and I revisit our conversation from the heart of COVID to touch on key lessons learned and where that leaves us today. Brent sits at a uniqu…
 
The stock market has had a huge run since last March. That fact, combined with unprecedented government stimulus, the potential for future inflation and other risk factors has many investors worried. In this episode, we look at some things investors can do to deal with high levels of uncertainly, and the risks associated with them. We also look at …
 
Is our internal dialogue helping or hurting us? Justin and Mona explore rehashing, ruminating, rehearsing, and reframing as they discuss their internal dialogue on this installment of Mindful Mindset. Respond and react to this episode: www.MindfulX.net Connect with Mindful X: Instagram, Twitter, Clubhouse Connect with Justin: Instagram, Twitter, Cl…
 
We are currently in a very challenging time for building multi-asset portfolios. The 60-40 portfolios is coming off one of its best decades ever, but the expected future returns on both stocks and bonds are very low. And unprecedented monetary and fiscal stimulus have added additional variables into the equation. This week we talk to Jim Masturzo, …
 
My guest today is Jeremy Cai, founder, and CEO of Italic, a subscription marketplace for consumer goods that works directly with manufacturers. I was introduced to Jeremy by my friend Blake Robbins and was dying to better understand the Italic business model. In our conversation, we discuss the Italic business model, the evolving role of manufactur…
 
Erik sits down with Travis Stevens. They talk about some of the success that Travis has had recently in the National Rifle League. The experience that he has gained there and how it has helped him with guiding and preparing those he guides to make and take an ethical shot. Erik and Travis talk about shooting form and what you can do to have better …
 
My guest today is Eli Dourado, economist and senior research fellow at the Center for Growth and Opportunity at Utah State University. In our discussion, we touch on the ongoing stagnation in labor productivity, the system constraints, and some of the innovative technologies that could reverse this trend. While Eli identifies as an economist, his w…
 
The success of of the low volatility factor can be challenging to explain. Investing theory teaches us that to get an additional return, we need to take additional risk and if we reduce risk, our return should come down with it. But low volatility seems to defy that rule. In this episode, we look at the low volatility factor, how it is defined, and…
 
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