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Excess Returns Quote of the Day: Matt Zeigler from Click Beta episode 2

New Episode: Tobias Carlisle joins Matt Zeigler and I to break down clips covering some of the most important issues facing value investors today. youtu.be/-sAArD4QrnA - Cliff Asness on widening value spreads - Aswath Damodaran on the challenges of simple multiples -

Great quote for the current environment from Guy Spier.

New Episode: Matt Zeigler and I play the highlights and cover the biggest lessons from our interview with Liz Ann Sonders - Why the Great Moderation is over - Why valuation isn't a timing tool - The overuse of "above average uncertainty" youtu.be/67TCxQdxjK0

"The economy isn't something that takes off and lands, it perpetually flies." Cullen Roche joins Justin J. Carbonneau and I to do some myth busting on soft landings, tariffs, the national debt, the power of the Fed, AI and a lot more. youtu.be/wN2K4q0krjc

"I don't think alpha exists over the long-term" "you can learn almost nothing about the future growth of a company by looking at its historical financial statements" Matt Zeigler and I bring together the most controversial takes from our guests youtu.be/hfz7uG9oSpM

Excess returns podcast yesterday thanks Jack and Justin Excess Returns Podcast youtu.be/tVFkXtef7zo?si…

New Episode: Matt Zeigler and I play the highlights from our two interviews with Jack Schwager and discuss what long-term investors can learn from history's best traders. youtu.be/jWefDqUKWKY

New Episode: With tariffs here and the market not loving them, Matt Zeigler and I wanted to put together the most balanced take we could We bring together clips from our episodes with Cullen Roche and Andy Constan to look at all sides of the issue youtu.be/TLMrZot6beQ

People I want to talk to when the world is trying to end: Rick Ferri, CFA If you need a (long-term perspective) kick in the pants, Rick will lend you his foot. Out now on Excess Returns Podcast, catch Rick talking me and Justin J. Carbonneau off the ledge. youtu.be/pERcEpGZ-P0?si…

People I want to talk to when the world is trying to end: Chris Mayer Me and Bogumil Baranowski shared our talk with him yesterday for Excess Returns Podcast. We talk finding 100 baggers in the recent wreckage, concentrated investing, and the power of patience: youtu.be/nLqAvzppU-4?si…

There are no shortage of people making the negative case right now. But there is also a case that the tariff situation presents an opportunity for investors who can see through it. Jim Paulsen joins Justin J. Carbonneau and I to make that case. youtu.be/ekN8PyI6sFY

New Episode: Andrew Cohen was a trader on the market making side of Madoff Securities. He also invested his money in the Ponzi scheme and lost it. He tells Matt Zeigler the behind the scenes story. youtu.be/q_qOVqqYDdI

Aswath Damodaran is one my favorite guests since he challenges what I believe about investing. Matt Zeigler and Bogumil Baranowski play our favorite clips from his Talking Billions and Excess Returns episodes and discuss the biggest lessons from them. youtube.com/watch?v=kJtCKz…

Seems like a good day for some long-term context. We ask all our guests one question: If you could teach one lesson to the average investor, what would it be? We compiled the answers from our 50 most popular episodes youtu.be/tqX-0CL1yms

It is widely believed in economics that stimulus drives growth. In a recent paper, Rob Arnott looked at data from over 30 countries and found the opposite. He joins us to explain why. youtu.be/jWe-AjkUalw