Les meilleurs podcasts Tobias Green (2024)

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The Harsh Truth About Investing Edge with Adam Butler 1:20:27

5d ago1:20:27

1:20:27

In this episode of Excess Returns, we sit down with our good friend Adam Butler, co-founder and Chief Investment Officer of ReSolve Asset Management. We cover a lot of ground, including: The challenge of distinguishing investment edge from noise over typical investing lifetimesThe concept of return stacking and how it allows investors to increase p…

1
TSEP#189 KI-basiertes Energiemanagement: Die Zukunft ist Jetzt 21:00

5d ago21:00

21:00

Für günstigen, klimafreundlichen Strom müssen Erzeugung, Speicherung und Verbrauch optimal abgestimmt sein. Ein KI-basiertes Energiemanagement könnte hier in Zukunft eine wichtige Rolle spielen und eine optimale Nutzung der Erneuerbaren unterstützen. Wie aber funktionieren solche Tools? Wie können Millionen Stromverbraucher mit der Verfügbarkeit vo…

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Value Investing in a Changing World with Aswath Damodaran 1:09:25

12d ago1:09:25

1:09:25

In this episode of Excess Returns, we sat down with NYU professor Aswath Damodaran to discuss his new book on the corporate life cycle and get his insights on a wide range of investing topics.We cover:- How companies age and why they struggle to act their age- The importance of storytelling in valuation- Aswath's thoughts on factor investing and it…

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Challenging "Stocks for the Long Run" with Jason Buck 1:01:49

19d ago1:01:49

1:01:49

In this episode of Excess Returns, we sit down with Jason Buck of Mutiny Funds to examine the idea of stocks for the long run and some potential challenges to it. We discuss:- Why the impressive historical returns of the US stock market may be an outlier- The importance of looking at real returns vs nominal returns- How to build a diversified portf…

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TSEP#188 Global Race for Green Hydrogen – Just Hype or the Key to a Sustainable Energy Future? 23:55

19d ago23:55

23:55

A net-zero world would require 306 million tonnes of green hydrogen to be produced annually by 2050, according to the International Energy Agency (IEA). That would require something in the region of 3,000GW of electrolysers and 6,000GW of renewable energy, based on current technology. Considering the world had only installed 3,371GW of renewables b…

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The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan 1:02:31

26d ago1:02:31

1:02:31

In this episode of Excess Returns, we welcome back Andy Constan, founder of DampedSpring . We cover a wide range of topics, including recent market volatility, the broader economic outlook, and Andy's perspectives on inflation and monetary policy. Andy shares his framework for analyzing deleveraging events, emphasizes the importance of thinking in …

1
TSEP#187 Elektromobilität in Österreich und der Schweiz – Was läuft anders bei unseren Nachbarn? 27:30

26d ago27:30

27:30

Die Elektromobilität entwickelt sich in Europa unterschiedlich schnell und unter verschiedenen Rahmenbedingungen. Österreich und die Schweiz haben ihre eigenen Herausforderungen und Chancen, die den Ausbau und die Akzeptanz von Elektrofahrzeugen beeinflussen. Während Österreich auf eine starke staatliche Förderung setzt, punktet die Schweiz mit ein…

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Challenging Conventional Investing Beliefs with Meb Faber 58:30

1M ago58:30

58:30

In this episode of Excess Returns, we sit down with Meb Faber, founder of Cambria Investment Management, to discuss his unconventional views on investing that often go against mainstream opinions. We explore a wide range of topics, including the Federal Reserve's performance, dividend investing strategies, international diversification for U.S. inv…

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TSEP#186 Electric Mobility Worldwide: Trends and Challenges 33:43

1M ago33:43

33:43

Electromobility is developing rapidly around the world. Discussions about a possible return of the combustion engine persist, but many experts agree that electric mobility will prevail in the long term. What global trends are shaping the development of the electromobility market and which regions are leading the way? What are the driving forces beh…

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A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau 1:02:50

1M ago1:02:50

1:02:50

In this episode of Excess Returns, our good friend Matt Ziegler interviews retirement planning expert Wade Pfau. They discuss key concepts in retirement income planning, including the 4% rule, variable withdrawal strategies, and Pfau's "safety first" approach. They discuss Wade's work on retirement income styles and the RISA (Retirement Income Styl…

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TSEP#185 Chancen und Herausforderungen in der Sektorkopplung bei PV Gewerbe- und Industrieinstallationen 23:00

1M ago23:00

23:00

Viele Gewerbe- und Industrieunternehmen nutzen PV-Anlagen, um ihre CO²-Emissionen zu reduzieren und ihre Energiekosten zu senken. Mit der Integration von Strom, Wärme und Mobilität können sie dabei sinnvolle Synergien nutzen und via Sektorkopplung gleich mehrere Fliegen mit einer Klappe schlagen. Aber wie werden solche Anlagen am wirtschaftlichsten…

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Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle 1:02:01

2M ago1:02:01

1:02:01

In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformance of small cap and value stocks, tackle the challenges of long periods of underperformance for value strategies, and examine how Tobias constructs his portfolios. We delve into his process for selectin…

1
TSEP#184 How China, Innovations and Investments are Transforming the Global Solar Market 22:12

2M ago22:12

22:12

The solar energy industry experienced exceptional growth in 2023, exceeding all expectations. With 447 GW of new installed capacity, solar continues to dominate the global energy transition, accounting for 78% of new global capacity additions. How has solar grown so fast, and which regions and technologies have contributed to this boom? What polici…

1
The Case for a Continued Rally with Warren Pies 56:07

2M ago56:07

56:07

In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half of 2024, discussing topics like the future of the 60/40 portfolio, inflation trends, labor market indicators, earnings expectations, and the impact of AI on producti…

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TSEP#183 Mieterstrom: Chancen und Hürden der gemeinschaftlichen Gebäudeversorgung 21:12

2M ago21:12

21:12

Die Versorgung von Mehrfamilienhäusern mit Solarstrom vom eigenen Dach hinkt dem zur Verfügung stehenden Potenzial in Deutschland nach wie vor weit hinterher. Viele Mieter und Bewohner von Mehrfamilienhäusern wünschen sich Grünstrombezug – und auch Eigentümer stehen dem Thema aufgeschlossen gegenüber. Doch das bisher im EEG festgeschriebene Modell …

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Passive Investing, Inflation and the Bifurcated Economy with Mike Green 58:41

2M ago58:41

58:41

In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares insights from recent academic research supporting his thesis and discusses how the risks of passive may play out over time. We also explore potential risks from increased options usage and the short vola…

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TSEP#182 Hybrid Power Plants: Unlocking the Future of Renewable Energy 21:03

2M ago21:03

21:03

Hybrid power plants are more and more becoming an integral part of the energy transition: The combination of PV and storage allows to harmonize generation with consumption, further the combination with wind allows to reduce costs by sharing infrastructure and taking advantage of the complementary generation profiles of sun and wind. The crucial poi…

1
Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History 1:05:06

2M ago1:05:06

1:05:06

In this episode from our sister podcast Two Quants and a Financial Planner, we dive into the key lessons we took from our recent conversation with Rick Ferrii on Excess Returns. If you enjoy the episode and want to receive future episodes of the podcast, please subscribe by searching Two Quants and a Financial Planner on your favorite podcast platf…

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TSEP#181 Dank Megawatt-Laden zur Mobilitätswende im Schwerlastverkehr? 24:54

2M ago24:54

24:54

Während die E-Mobilität bei den PKW auf dem Vormarsch ist, gibt es bei der Elektrifizierung des Schwerlastverkehrs noch immer viele Vorbehalte. Dabei würde es sich dort ganz besonders lohnen, denn Trucks verursachen in der EU etwa ein Viertel der Straßenverkehrsemissionen. Eine Leistungsstarke Ladeinfrastruktur, wie das Megawatt-Ladesystem von Desi…

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A Tour of the Macroeconomic Landscape with Bob Elliott 54:35

2M ago54:35

54:35

In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topics, including inflation, the Federal Reserve's policies, and the overall state of the economy. Bob shares his insights on how market price targets can be evaluated from a fundamental perspective and di…

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Show Us Your Portfolio: Eric Crittenden 1:04:05

2M ago1:04:05

1:04:05

In our latest episode of Show Us Your Portfolio, we speak with Standpoint's Eric Crittenden. Eric discusses the all weather approach he uses to construct his personal portfoio. He emphasizes maximizing "true wealth" per unit of risk, which he defines as compounded returns after accounting for all costs, taxes, and inflation. Eric's all-weather inve…

1
TSEP#180 The Energy Transition is More Than Electricity 27:02

2M ago27:02

27:02

The expansion of renewable energies is booming worldwide. Power capacity additions reached a new benchmark of 473 gigawatts in 2023. But energy demand is still on the rise and is not yet fully met by renewables. Furthermore, renewable energy growth is most noticeable in the power sector (electricity generation), whereas critical energy carriers suc…

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The Benefits of a Simple Investment Approach with Rick Ferri 57:33

3M ago57:33

57:33

In this episode of Excess Returns, we sit down with Rick Ferri to discuss a wide range of investing topics. We explore the concept of investing with simplicity, the importance of asset allocation, and the role of passive investing in today's market. Rick shares his insights on the stages investors go through to reach the point where simplicity is b…

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Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman 47:43

3M ago47:43

47:43

In this episode of Excess Returns, we sit down with Simeon Hyman, Global Investment Strategist at ProShares, for a wide-ranging discussion on the current state of the economy, inflation, the Fed, market valuations, and market leadership. Simeon shares his thoughts on the possibility of a soft landing, the impact of AI on productivity and the econom…

1
TSEP#179 DeepTalk: Die Zukunft der deutschen Solarindustrie 1:21:21

3M ago1:21:21

1:21:21

Die deutsche Solarindustrie steht unter Druck. Eigentlich wollte man sie vor zwei Jahren noch wieder aufbauen. Denn nachdem Putin uns den Gashahn zugedreht hatte, wollte man sich bei der Solarenergie nicht von Modulen aus China abhängig machen. Doch inzwischen hat der größte deutsche Hersteller, MeyerBurger, seine Modulfabrik im sächsischen Freiber…

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Investing in India's Huge Future Potential with Anupam Ghose 1:02:59

3M ago1:02:59

1:02:59

In this episode of Excess Returns, we sit down with Anupam Ghose, co-founder of System2 Advisors and sub-advisor to the Simplify Tara India Opportunities ETF. We discuss the Indian economy, recent political developments, and the country's attractive demographics and growth potential. Anupam shares his approach to stock picking for his concentrated …

1
TSEP#178 Schnellladen: Die Zukunft der Elektromobilität 27:44

3M ago27:44

27:44

Damit E-Mobilität nicht nur für Pendler und den Regionalverkehr interessant ist, sondern auch im Reiseverkehr funktioniert, brauchen wir europaweit mit Gleichstrom betriebene Schnellladestationen. Während herkömmliche Wechselstrom-Ladestationen (AC) oft Stunden benötigen, um eine Batterie vollständig aufzuladen, schaffen es DC-Schnelllader in Minut…

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Energy Infrastructure Investing with Greg Reid 57:49

3M ago57:49

57:49

In this episode of Excess Returns, we speak with Greg Reid, President of Real Assets at Westwood Group Holdings and lead portfolio manager for their $2 billion energy investment team. We cover the outlook for energy and the major areas of the energy market. We discuss the future of clean energy and why traditional fuels may play a bigger role in it…

1
TSEP#177 Free Energy? How Renewables And Intelligent Energy Management Can Make This Dream Come True 25:09

3M ago25:09

25:09

Demand-side flexibility is essential for an energy system, with an increasing number of decentralized and renewable energy resources. Both the energy system and society in general rely on consumers who adapt their energy consumption to the available grid capacity. Digitalization and new technologies such as smart meters and market-based solutions a…

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Redefining Moat Investing with Yuri Khodjamirian 1:01:57

4M ago1:01:57

1:01:57

In this episode of Excess Returns, we talk Moat investing with Yuri Khodjamirian, CIO of Tema ETFs. We discuss his unique approach to identifying companies with durable competitive advantages and how it differs from traditional Moat investing. We also look at the various types of moats, such as economies of scale, strong network effects, non-replic…

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TSEP#176 Smart Kombiniert – Zukunftstechnologien im E-Handwerk 25:04

4M ago25:04

25:04

Das E-Handwerk erschließt im Privathaushaltssegment neue Potenziale. Grund dafür ist die dort zunehmend angewendete Kombination von PV-Anlagen, Speichern, Ladeinfrastruktur für E-Fahrzeuge und Wärmepumpen. Rund zwei Drittel aller installierten PV-Dachanlagen in Deutschland gingen 2023 auf das Konto von E-Handwerksbetrieben. Die Betriebe waren auch …

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Inside the Berkshire Hathaway Annual Meeting with Adam Mead 58:00

4M ago58:00

58:00

In this episode of Excess Returns, we sit down with Adam Mead, founder of Mead Capital Management and author of the Complete Financial History of Berkshire Hathaway. We discuss the recent Berkshire Hathaway Annual Meeting, notably missing the presence of the late Charlie Munger. Adam shares insights on Munger's contributions to Berkshire, the compa…

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TSEP#175 Energy Storage Boom: Global Growth Rates and New Markets up to 2030 32:18

4M ago32:18

32:18

Last year marked a turning point with record additions in the energy storage industry, and the outlook to 2030 is even more impressive. Experts at BloombergNEF forecast annual growth of 27%, with annual additions expected to reach 110 GW or 372 GWh by 2030, more than two and a half times the 2023 installations. This momentum is fueled by targeted s…

1
Corey Hoffstein and Ben Hunt | PNL For a Purpose 59:05

4M ago59:05

59:05

On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we are providing two of our favorite interviews of the day with Corey Hoffstein and Ben Hunt. You can watch the full day of interviews or make a donation…

1
TSEP#174 Ohne Speicher kein stabiles und sicheres Energiesystem 23:24

4M ago23:24

23:24

Deutschland braucht Speicher für die Energiewende, und zwar nicht nur die kleinen Photovoltaik-Heimspeicher, sondern auch Großspeicher. Das ist mittlerweile Konsens. Die Frage ist nicht mehr, ob wir Speicher brauchen, sondern wie wir den notwendigen Zubau erreichen und welche Rahmenbedingungen dafür gesetzt werden müssen. Bisher wurde der Zubau in …

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Mike Green and Mike Taylor | PNL For a Purpose 56:55

4M ago56:55

56:55

On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we are providing two of our favorite interviews of the day with Mike Green and Mike Taylor. You can watch the full day of interviews or make a donation b…

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Cem Karsan and Andy Constan | PNL For A Purpose 58:25

4M ago58:25

58:25

On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we are providing two of our favorite interviews of the day with Cem Karsan and Andy Constan. You can watch the full day of interviews or make a donation …

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TSEP#173 Battery Production: Can Europe Keep Up? 14:00

4M ago14:00

14:00

A recent study predicts that the battery storage market will grow from around €20 billion today to around €550 billion annually by 2030. Not surprisingly, it is a market currently dominated by Asia. But of course Europe wants a piece of the action. So how should it position itself in this rapidly evolving market? What are the challenges? And what a…

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Show Us Your Portfolio: Jared Dillian 46:18

5M ago46:18

46:18

In this episode of Show Us Your Portfolio, Jared Dillian, author of the investment newsletter The Daily Dirt Nap and the book "No Worries: How to Live a Stress-Free Financial Life," discusses his personal investing philosophy and portfolio. Dillian advocates for a diversified approach that includes stocks, bonds, cash, gold, and real estate, which …

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Evaluating the Macro Landscape and Finding Great Companies with Jeff Muhlenkamp 1:08:50

5M ago1:08:50

1:08:50

In this episode of Excess Returns, we speak with Jeff Muhlenkamp, portfolio manager at Muhlenkamp and Company. We discuss Jeff's views on inflation, the likelihood of a recession, and the possibility of another financial crisis. We also take a in depth look at his investment process, which focuses on finding good companies with strong growth, profi…

1
TSEP#172 Software für Intelligentes Laden – Lösungen für die elektrische Flotte 16:34

5M ago16:34

16:34

Immer mehr Unternehmen setzen mit Blick auf ihre Flotte auf Stromer. Kein Wunder, langfristig bieten E-Fahrzeuge ein höheres Einsparungspotenzial als Verbrenner. Eine wichtige Rolle spielen hier intelligente Ladelösungen, welche für die Verwaltung und Steuerung der Ladeinfrastruktur zuständig sind. Wie sieht die Zukunft solcher Ladelösungen aus? Un…

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Navigating the Islands of Macro with Andy Constan 1:00:27

5M ago1:00:27

1:00:27

In this episode we are joined by Andy Constan, founder of Damped Spring Advisors. We discuss his outlook on the current economic landscape, why he left "higher for longer" island, inflation, the Fed's actions, the bond market, and the influence of Treasury Secretary Janet Yellen and a lot more. He also shares his views on defining alpha and beta in…

1
The Case for Value Investing with Tobias Carlisle 1:05:21

5M ago1:05:21

1:05:21

David Einhorn recently said that he thinks fundamental investing is broken. If he is right, there would certainly be significant long-term implications for value investing. We explored Einhorn's case in several of our episodes and so we thought it was time we explored the other side of the argument and looked at the long-term case for value. And we…

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TSEP#171 Von wegen Schattendasein – wie die Solarthermie die Energiewende mitbestimmt 24:48

5M ago24:48

24:48

Strom oder Wärme oder vielleicht beides? Wer ein Dach hat, hat die Qual der Wahl. Obwohl Solarkollektoren einen deutlich höheren Wirkungsgrad als Photovoltaik-Module haben, führen sie in der öffentlichen Wahrnehmung eher ein Schattendasein. Dabei kann Solarthermie nicht nur das heimische Badewasser erwärmen, sondern auch die Industrie mit Prozesswä…

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Value Investing, Inflation and Expected Returns with Rob Arnott 58:46

6M ago58:46

58:46

In this episode, Research Affiliates founder Rob Arnott returns for his third appearance on Excess Returns. We cover a wide range of topics, including inflation, the struggles of value investing, expected future returns, avoiding value traps, AI and a lot more. Stay tuned until the end when we ask Rob what he is most worried and optimistic about wh…

1
The AI Bubble Thesis with Doug Clinton 59:16

6M ago59:16

59:16

AI stocks have seen a big run recently. This has led many fundamental-based investors to suggest that things have gotten ahead of themselves. Some have even suggested AI is already in a bubble. But what if we are still in the early innings? What if a bubble is just getting started that could eventually exceed the dotcom bubble? Those are the questi…

1
TSEP#170 Megawatt Charging: The Future of a Sustainable Heavy Duty Transport? 24:35

6M ago24:35

24:35

The electrification of long-haul freight transport is a crucial step towards a sustainable future, and the deployment of high-power megawatt charging stations along Europe's major motorways is at the heart of this transformation. The Megawatt Charging System (MCS) technology is seen as a key enabler. But how far along is the development of MCS in g…

1
Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins 54:10

6M ago54:10

54:10

There have been many significant events in the economy and stock market over the past several years. We have had inflation. We have had bank failures. We have had a pandemic. We have even had a potential bubble developing in the AI space. Despite their differences, there is one thing that all of these events have in common - all of them have happen…

1
TSEP#169 Wird die europäische Autoindustrie von China überrannt? 25:34

6M ago25:34

25:34

Im Jahr 2023 wurden eine halbe Millionen Elektroautos in Deutschland neu zugelassen. Das führt zu einem Gesamtbestand an Elektrofahrzeugen von aktuell ca. 1,4 Mio. PKWs. Auch wenn chinesische Automarken noch kaum zu sehen sind, hört man häufig, dass chinesische Hersteller den Markt bald schon dominieren wird. Vor allem, wenn es um bezahlbare, koste…

1
Investing in the Future of Health Care with Mike Taylor 55:47

6M ago55:47

55:47

In this episode, we are joined by Mike Taylor, manager of the Simplify Health Care ETF (PINK). Mike is one of the best healthcare investors out there and has managed portfolios for Oppenheimer and major hedge funds like Citadel and Millennium. PINK is the only ETF in existence that donates all its profits to charity with its proceeds benefitting th…

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