Our goal when we started the Excess Returns podcast was to hopefully use the platform to help educate investors, and to learn ourselves in the process. Initially, we didn’t have outside guests on the podcast, but it quickly became evident that bringing in voices other than our own would significantly help us in achieving our goal. Starting with our first interview in 2020 with Tobias Carlisle up until our most recent one with Dave Wright from Sierra Investment Management, we have tried to put together the best group of guests we could with the goal of learning what has made them successful investors and how all of us can benefit from their experience.

In this episode, we look back at 2021 and look at the biggest lessons we learned from our most popular episodes of the year. We feature interviews with Tobias Carlisle, Cullen Roche, Ben Inker, Michael Mauboussin and Rob Arnott.

We hope you enjoy the discussions. 

ABOUT THE PODCAST

Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

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