Best Return On Intangible Podcasts (2025)

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What Really Drove Buffett’s Success | Kai Wu on Berkshire's Intangible Edge 1:02:41

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6d ago1:02:41

1:02:41

In this episode of Excess Returns, we’re joined by Kai Wu of Sparkline Capital to explore one of the most important and overlooked aspects of Warren Buffett’s investing evolution: his shift from tangible to intangible value. Based on Kai’s research paper “Buffett’s Intangible Moats,” we examine how Buffett's portfolio has evolved alongside the econ…

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64% Never Escape Level Four | Nick Maggiulli on Climbing the Wealth Ladder 1:00:12

2h ago1:00:12

1:00:12

In this episode of Excess Returns, Matt Zeigler sits down with Nick Maggiulli — author of Just Keep Buying and his new book The Wealth Ladder. Nick shares his six-level framework for building wealth, why mobility between wealth levels is rarer than most people think, and how your financial strategy should evolve as your net worth grows. From grocer…

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The Seven Rules of Wall Street | Sam Stovall 33:15

8d ago33:15

33:15

📈 In this episode of Excess Returns, we’re joined by Sam Stovall, Chief Investment Strategist at CFRA and author of The Seven Rules of Wall Street. We explore Sam’s timeless, data-driven investing rules and connect them to today’s market environment—including sector trends, interest rates, Fed policy, investor behavior, and why market history is on…

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Podcast Episode 130 IBCM Technology Resolves HACCP of QuantumComputing 1:31:34

8d ago1:31:34

1:31:34

AI is in the realm of classical physics and has its limitations. The study of double-slit experiment and wave particle surely can help by Quantum Computing with opening millions of jobs to set right the world in disorder. The post Podcast Episode 130 IBCM Technology Resolves HACCP of QuantumComputing first appeared on IBCM Technology.…

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The 100 Year Pivot | Navigating a Changing Market with Grant Williams 59:30

10d ago59:30

59:30

In this episode of Excess Returns, Matt Zeigler sits down with Grant Williams for a wide-ranging conversation on what he calls the “Hundred Year Pivot.” Grant shares his view that we are living through a once-in-a-century inflection point — a deep, structural shift that is reshaping markets, institutions, societal values, and even individual behavi…

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The Bubble No One Can Sell | Dan Rasmussen on the Private Equity Trap 55:48

13d ago55:48

55:48

In this episode of Excess Returns, Justin and special guest host Kai Wu of Sparkline Capital are joined by Verdad’s Dan Rasmussen for a deep dive into the hidden risks lurking in private equity—and why they may be more dangerous than investors realize. Rasmussen, a long-time critic of the asset class, explains why the allure of illiquidity, stale p…

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E81 - Julie Ward on the No To Hassockfield campaign 18:58

15d ago18:58

18:58

In this episode, Julie Ward, former MEP with a background in activism, talks about the Durham-based 'No To Hassockfield' campaign. Hassockfield is the site of an Immigration Removal Centre and the campaign was fighting for its closure, uses creative arts as a powerful tool to raise awareness of the harms caused by asylum detention and the need to p…

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Darius Dale on the Fourth Turning, Fiscal Dominance, and the Case for a Melt-Up 57:50

16d ago57:50

57:50

Macro strategist Darius Dale returns to Excess Returns with a deep dive into the seismic shifts shaping markets today. From the implications of the Fourth Turning to the systemic risks of fiscal dominance, Dale shares how he’s helping investors stay on the right side of market risk using quantitative tools and macro insights from 42 Macro. This epi…

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The Risks of the Rise of Passive Investing | Mike Green 1:22:41

17d ago1:22:41

1:22:41

In this episode of Excess Returns, Mike Green returns to dissect the structural transformation underway in public markets due to the rise of passive investing. He explains why “there’s no such thing as a passive investor,” how inelastic flows distort prices, and what it means for valuation, volatility, and the long-term sustainability of equity mar…

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The Case for a Broadening Bull Market | Jim Paulsen 57:43

19d ago57:43

57:43

Subscribe on Apple Podcsasts https://podcasts.apple.com/us/podcast/the-jim-paulsen-show/id1828054999 Subscribe on Spotify https://open.spotify.com/show/3QaBDVGuBZ3cZfFZ4mqPFc Subscribe on YouTube https://www.youtube.com/excessreturns In the premiere episode of our new monthly series, The Jim Paulsen Show we dig into Jim's latest research and the ch…

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You’re Misreading the Rally | Liz Ann Sonders on What is Really Driving Market Returns 56:55

21d ago56:55

56:55

📉 What the Market Is Getting Wrong | Liz Ann Sonders on Debt, Tariffs, and the Fed In this episode of Excess Returns, we welcome back Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for an in-depth conversation about what's really driving markets right now. Drawing on her latest research and commentary, we dig into retail trading dy…

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Podcast Episode 129 IBCM Technology ~ ABC of M&A 11:44

25d ago11:44

11:44

My emphasis is on A - Acquisition companies should be fully responsible for the M&A. For SOS [Subject-Object-Self] Governance DD IBCM Technology is the only tool available in the world of management. IBCM Technology is based on science, Physics, Quantum Physice and Metaphysics. The post Podcast Episode 129 IBCM Technology ~ ABC of M&A first appeare…

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This Isn’t Priced In | PIMCO’s Libby Cantrill on the Policy Risks Markets Are Missing 49:49

25d ago49:49

49:49

Policy uncertainty is rising—but markets seem unfazed. In this episode, we sit down with Libby Cantrill, Head of Public Policy at PIMCO, to explore the critical policy risks that investors may be underestimating or ignoring altogether. From the real-world implications of the tariffs to questions around Fed independence, fiscal stimulus, and housing…

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False Recession Alarms. Real Risks. | Aahan Menon on What Investors Are Missing 57:11

28d ago57:11

57:11

Why didn’t the long-predicted recession arrive? In this episode, we talk with Aahan Menon, founder of Prometheus Research, about why traditional macro models are breaking down and what investors are missing in today’s economy. Aahan explains why recession indicators have failed, how monetary policy transmission has changed, and what really matters …

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E80 - Good News by David Gramling 42:25

28d ago42:25

42:25

This episode is a recording of the opening keynote address Prof David Gramling delivered at the UNESCO RIELA Spring School: The Arts of Integrating 2025, in Glasgow, Scotland. Here is the abstract:Good NewsBernice Johnson Reagon once sang for us a corrective teaching, along the lines that: “It’s ‘good news’ when you reject things as they are. […] A…

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How Option Dealer Flows Impact the Stock Market 50:30

1M ago50:30

50:30

Billions are moving through the stock market every day—but not for the reasons most investors think. In this episode, Brent Kochuba of SpotGamma breaks down the hidden world of options dealer flows and explains how concepts like gamma, vanna, and charm are silently shaping market behavior. Whether you’re a trader or long-term investor, understandin…

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Lourdes Rodriguez 'Embodied Futures - the next evolution in foresight' 31:16

1M ago31:16

31:16

This episode of The New Abnormal features Lourdes Rodriguez, a Strategic Foresight Consultant with the European Commission and Co Exec Director at Teach the Future. With a background in Psychology, her work has been focused on trends research and foresight for more than 15 years, and she's therefore deeply experienced in discovering new signal of c…

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The Great Moderation is Over. The Great Convergence is Here | Luca Paolini on What Comes Next 58:10

1M ago58:10

58:10

In this episode, we speak with Luca Paolini, Chief Strategist at Pictet Asset Management, about the firm’s 2025 Secular Outlook and the unfolding shift in global markets. Paolini argues that the era of U.S. exceptionalism is fading—and investors may be mispricing what comes next. We discuss why the “Great Convergence” could redefine asset allocatio…

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Podcast Episode 128 IBCM Technology on RDI Architecture 29:52

1M ago29:52

29:52

Most innovation decks focus on technology readiness, market potential, or funding strategy—but IBCM Technology introduces a governance intelligence layer that’s rarely seen. The post Podcast Episode 128 IBCM Technology on RDI Architecture first appeared on IBCM Technology.By jayar

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Whipsaws, Drawdowns, and Disbelief | Eric Crittenden on the Best Diversifier No One Buys 1:29:43

2M ago1:29:43

1:29:43

In this episode of Excess Returns, Matt Zeigler and Jason Buck sit down with Eric Crittenden, CIO of Standpoint Funds, for a wide-ranging and candid discussion about trend following, risk transfer markets, and what it takes to build a resilient investment strategy for uncertain futures. Eric shares decades of hard-won insights on investor behavior,…

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Broken Models. Misleading Yields | Ryan Krueger on Avoiding the Dividend Trap 59:19

2M ago59:19

59:19

Most investors chase yield. But what if the very models they rely on — from dividend screens to the 4% rule — are fundamentally broken? In this episode, we’re joined by Ryan Krueger, co-founder of Freedom Day Solutions and manager of the MBOX ETF, to explore the overlooked truths of dividend investing. Ryan breaks down the importance of dividend gr…

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500,000 More Sellers Than Buyers. First Time in a Decade | Daryl Fairweather on What Comes Next 50:32

2M ago50:32

50:32

In this episode, we’re joined by Daryl Fairweather, Chief Economist at Redfin and author of Hate the Game, to explore the most dramatic shift in the U.S. housing market in over a decade. With sellers now outnumbering buyers by more than 500,000 for the first time since 2013, Daryl breaks down what’s really happening beneath the surface—and why so m…

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Buffett Does It. Most Value Investors Don’t | Robert Hagstrom on the Real Key to Compounding 1:16:45

2M ago1:16:45

1:16:45

Robert Hagstrom returns to discuss the investing principle he believes most value investors still misunderstand—despite decades of evidence from Warren Buffett. In this conversation, we explore why focus investing works, what traditional value investors got wrong about the Magnificent Seven, and how the industry's obsession with low P/E ratios and …

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Recession Indicators Are Breaking. Inflation Isn’t | Megan Horneman on What Comes Next 55:26

2M ago55:26

55:26

Megan Horneman: Fragile Optimism, Hidden Inflation Risks, and What Investors Are Missing In this episode, we’re joined by Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, to discuss her firm’s 2025 outlook and what she sees as the key macro risks and opportunities for investors right now. We explore the themes behind her “Year…

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Podcast Episode 127 Technology Audit for Agentic AI: Foundational Readiness 2:58

2M ago2:58

2:58

This is not ChatGPT output. This is Corporate Yoga, where human oversight trains and calibrates Agentic AI. The IPR is mine. Copilot is my co-learner, not my creator. The post Podcast Episode 127 Technology Audit for Agentic AI: Foundational Readiness first appeared on IBCM Technology.By jayar

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Broken Data. Hidden Opportunity | GMO's Warren Chiang on Deep Value’s Historic Setup 57:09

2M ago57:09

57:09

GMO’s Warren Chiang joins us for a deep dive into the art and science of systematic value investing. In this episode, Warren shares how his team has refined traditional value investing to adapt to an intangible-heavy world, the structural reasons deep value is historically cheap today, and how top-down insights from GMO’s asset allocation group are…

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Podcast Episode 126 10-07 IBCM Tech’s Technology Audit for Agentic AI 28:46

2M ago28:46

28:46

AI audits provide accountability, transparency, and optimization, making them especially valuable for industries where data integrity, ethical governance, and autonomous decision-making are critical. The post Podcast Episode 126 10-07 IBCM Tech’s Technology Audit for Agentic AI first appeared on IBCM Technology.…

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Blind to Power: The Hidden Investing Risk of Rising Strongmen | Peter Atwater 59:23

2M ago59:23

59:23

In this episode of Excess Returns, Matt Zeigler sits down with Peter Atwater—President of Financial Insyghts, author of The Confidence Map, and expert on decision-making under uncertainty. Peter lays out a bold and timely framework: in a world led by dominant nationalist figures, global corporations—and their investors—must now navigate a high-stak…

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Marie Stafford 'The Future 100 - trends and change to watch' 51:24

2M ago51:24

51:24

Series Five This episode of The New Abnormal podcast features Marie Stafford, Global Director (Intelligence) at VML. She's a strategic foresight consultant skilled in creating inspiring future narratives, transforming futures insights and trends into commercial opportunity across a top tier multinational client portfolio. Specialised in foresight a…

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Podcast Episode 125 10-06 why big4 firms failed 3:02

2M ago3:02

3:02

If the mindset shifts toward local models of governance that are **not just adapted** from Western structures but **built ground-up** from India's scientific, economic, and ethical frameworks, that could be a major step forward. The post Podcast Episode 125 10-06 why big4 firms failed first appeared on IBCM Technology.…

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Finding Great GARP Stocks with David Giroux 1:01:01

2M ago1:01:01

1:01:01

David Giroux, CIO and Head of Investment Strategy at T. Rowe Price Investment Management, has achieved something rare in investing—beating his Morningstar peer group for 17 consecutive years. In this conversation, Giroux shares his investment philosophy, including how he identifies GARP (growth at a reasonable price) opportunities, adapts to market…

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The $9 Trillion Risk | Rupert Mitchell on the Unwind of US Dominance - And What Comes After It 53:33

2M ago53:33

53:33

In this episode of Excess Returns, Matt Zeigler sits down with Rupert Mitchell—founder of Blind Squirrel Macro—for an insightful, opinionated, and often humorous discussion on global market dynamics, the Mag 7, structural portfolio shifts, and what it takes to be a successful generalist investor. From the “Chart of Truth” to the hidden value in tir…

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E79 - ESOL, linguistic landscapes and translanguaging pedagogy with Daniel and Mohammad 37:12

2M ago37:12

37:12

In this episode, Elder in Residence Mike Gonzalez interviews Mohammad Alkhatib and Daniel Calvert about teaching languages, inclusion, second language acquisition, ESOL, linguistic landscapes and translanguaging pedagogy. Please visit our website for the shownotes, including their biographies: https://bit.ly/thesoundsofintegration…

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Podcast Episode 124 10-05 Promoting Consultants to drive accountability 18:33

2M ago18:33

18:33

Herein I present how I have selected a Consultant committed to ethics-first governance to drive accountability, articulating a structured approach to transforming governance accountability through AI-driven systems, ethical consulting, and investment assurance. The post Podcast Episode 124 10-05 Promoting Consultants to drive accountability first a…

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Inside a Top Quant's Playbook | Joe Gubler on the Hidden Drivers of Alpha 1:07:40

2M ago1:07:40

1:07:40

🎙️ Inside Causeway’s Quant Playbook | Joe Gubler on Factor Innovation, Risk, and Portfolio Design In this episode of Excess Returns, we sit down with Joe Gubler, Director of Quantitative Research at Causeway Capital. Joe shares a deep dive into Causeway’s distinctive approach to factor investing, blending traditional quant signals with fundamental …

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Big Decline. Big Rally. What the Charts Tell Us About What Comes Next | Katie Stockton 54:58

2M ago54:58

54:58

In this episode of Excess Returns, we welcome back Katie Stockton, founder and managing partner of Fairlead Strategies, for a deep dive into the current state of the market through the lens of technical analysis. Katie walks us through her outlook on U.S. and international equities, key sector rotations, and the signals her indicators are sending a…

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The Stimulus Deception | Rob Arnott Explains What Economists Are Getting Wrong 55:40

3M ago55:40

55:40

In this episode of Excess Returns, we welcome back Research Affiliates founder Rob Arnott to explore his provocative research challenging mainstream economic assumptions. Rob walks us through why government stimulus often fails to deliver real growth, how decades of rising spending have shaped today’s economic environment, and what the implications…

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The Hidden Logic of Options | Put-Call Parity Explained with Legos 29:25

3M ago29:25

29:25

In this episode of Teach Me Like I'm 5, options expert Kris Abdelmessih breaks down one of the most foundational—and misunderstood—concepts in options trading: put-call parity. Using Lego analogies, homemade spreadsheets, and Fast & Furious references, Kris shows how options are like building blocks you can combine to create any payoff you want—inc…

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Too Much Google, Tesla, Nvidia? | Wes Gray & Sri Narayan Explain a Smarter Way Out 56:08

3M ago56:08

56:08

In this episode of Excess Returns, we dive deep into one of the most complex and pressing issues facing successful investors today: what to do with concentrated stock positions. Whether from employee stock compensation or a major investment win, holding too much of a single stock presents serious tax and diversification challenges. Our guests—Wes G…

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Podcast Episode 123 AI Powered Accountability Ecosystem Project Amaravati 1:13:37

3M ago1:13:37

1:13:37

SOS Governance defines the three-tiered structure of governance: * Subject (Contractors) executing projects within regulated guidelines. * Object (₹64,721 crore) as the financial asset under transparent governance. * Self (Andhra Pradesh Government) ensuring self-regulation and ethical leadership. The post Podcast Episode 123 AI Powered Accountabil…

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The Fourth Turning Is Now | Neil Howe on the Coming Financial Reset and Who Rebuilds What’s Broken 53:11

3M ago53:11

53:11

What does it mean to come of age during chaos—and how does that shape the generations who must lead us through it? In this thought-provoking episode of Rabbit Hole, Dave Nadig speaks with Neil Howe—author of The Fourth Turning Is Here—about the evolving role of Gen X in today's world, the generational dynamics underpinning societal shifts, and what…

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Podcast Episode 122 Accountability ecosystem for project management 2:51

3M ago2:51

2:51

The SAIL methodology. Speed, Agility, Intelligence, and Lethality with governance and accountability. The post Podcast Episode 122 Accountability ecosystem for project management first appeared on IBCM Technology.By jayar

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What Investors Get Wrong About Trade Wars | Kai Wu 56:05

3M ago56:05

56:05

In this episode of Excess Returns, Kai Wu of Sparkline Capital returns to break down his latest research piece, Investing Amid Trade Wars. Using over two dozen insightful visuals, Kai explores how investors should think about global trade exposure in an era of rising tariffs, economic nationalism, and geopolitical uncertainty. He makes the case for…

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Podcast Episode 121 Machine Learning 2:59

3M ago2:59

2:59

Practical Implementation – Training and Workshops: - The importance of educating professionals on human-AI collaboration. - The two-day workshop as a model for understanding and integrating AI oversight in companies. The post Podcast Episode 121 Machine Learning first appeared on IBCM Technology.By jayar

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The Retail Rally Trap | Kris Sidial on Market Fragility and the Risks of Buy the Dip 59:52

3M ago59:52

59:52

In this episode, Kris Sidial joins Jack Forehand and Brent Kochuba to break down the mechanics of tail risk hedging, why most volatility strategies fail, and how his team approaches dislocations in the market. We explore what's really driving volatility behind the scenes, the evolving market structure, and why the current environment may be far mor…

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Bonus - Spring School impressions 1:54

3M ago1:54

1:54

In this little bonus clip, you'll hear from a number of participants about their experiences at the UNESCO RIELA Spring School: The Arts of Integrating. The music is by Soloway Choir, a choir made up of Ukrainian women, currently living in Glasgow.By UNESCO RIELA

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Peter Cunliffe-Jones 'Fake News - what's the harm?' 50:46

3M ago50:46

50:46

Series Five This episode of The New Abnormal podcast features Peter Cunliffe-Jones, visiting researcher at the University of Westminster and Director of Facts Matter Research, a misinformation research and strategy consultancy, where he advises organisations in effective ways to both counter the harmful consequences of misinformation and protect wi…

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Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap 51:50

3M ago51:50

51:50

Are we heading toward a recession—or just stuck in macroeconomic purgatory? In this episode of Excess Returns, Dave Nadig and Matt Zeigler sit down with Cameron Dawson, CIO of NewEdge Wealth, to explore the uncertain territory between headline-driven panic and hard data reality. From the implications of sweeping tariffs to the capital account war n…

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The Market's Best-Kept Secret | Travis Prentice on Momentum's Surprising Edge 50:44

4M ago50:44

50:44

In this episode of Excess Returns, Justin and Jack welcome Travis Prentice from Informed Momentum Company to discuss the ins and outs of momentum investing. Travis brings nearly three decades of momentum investing experience and shares valuable insights about momentum strategies, misconceptions, implementation challenges, and how momentum can be ef…

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The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here 54:22

4M ago54:22

54:22

Join hosts Matt Ziegler and Jack Forehand as they interview Jared Dillian (@DailyDirtNap on Twitter) for a fascinating discussion on current market conditions, macroeconomic trends, and controversial investment perspectives. Jared shares his unique takes on everything from tariffs to portfolio construction, offering insights that often challenge co…