Best Jeff Cullen Podcasts (2025)

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Cullen Roche on Inflation, AI and Why the Debt Crisis is Overblown 1:07:12

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1h ago1:07:12

1:07:12

In this episode of Excess Returns, we welcome back Cullen Roche of Discipline Funds for an in-depth conversation on the economy, markets, demographics, AI, and investing frameworks. Cullen cuts through the noise to explain the real forces shaping inflation, interest rates, the role of the Federal Reserve, and why he believes the U.S. faces more dis…

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The Health Episode 54:14

14h ago54:14

54:14

In this episode Mark and Jeff discuss why older people talk about health concerns.By Connect2 by Mark Hughes and Jeff Cullen

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This Hasn't Happened Since 1930 | Eric Pachman on Why the Labor Market is Lying to You 1:04:32

2d ago1:04:32

1:04:32

In this episode of Excess Returns, we sit down with EricPachman of Bancreek Capital to explore the intersection of data, economics, andinvesting. Eric shares his unique journey from the corporate world tohealthcare transparency and ultimately to building a data-driven investmentfirm rooted in information theory. We dive deep into employment trends,…

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Cole Smead on Deficits, Inflation, and the Erosion of Earnings Quality in Technology Stocks 52:27

6d ago52:27

52:27

In this episode of Excess Returns, we welcome back Cole Smead of Smead Capital for a wide-ranging conversation on markets, history, and the principles of value investing. Cole shares his perspectives on fiscal largesse, inflation, passive flows, energy markets, U.S. exceptionalism, and the timeless lessons of Buffett and Munger. His insights bridge…

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The Bears of Katmai 52:21

7d ago52:21

52:21

Mark and Jeff discuss Mark's recent trip to Katmai National Park in Alaska where he got to photograph Kodiak Brown Bears, some of the biggest bears in the world (basically the same size as polar bears)By Connect2 by Mark Hughes and Jeff Cullen

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31 Years of Lessons: Northwestern Mutual CIO Brent Schutte on Markets, Cycles, and Diversification 57:45

9d ago57:45

57:45

In this episode of Excess Returns, we sit down with Brent Schutte, CIO of Northwestern Mutual, to discuss the current macro landscape and what it means for investors. Brent shares his balanced perspective on the Fed, inflation, tariffs, concentration risk in markets, and why diversification may be more important now than ever. With over 30 years of…

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The Hidden Risks of High Income Options Strategies | Shawn Gibson and Eric McArdle 1:01:43

11d ago1:01:43

1:01:43

In this episode of Excess Returns, we sit down with Shawn Gibson and Eric McArdle of Liquid Strategies to explore the rapidly growing world of option-based ETF strategies. With the rise of covered calls, buffered products, and hedged equity funds, it’s more important than ever for investors to separate smart solutions from risky marketing gimmicks.…

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Jim Paulsen on Growth, the Fed and the Case for a Broadening Rally 1:01:55

12d ago1:01:55

1:01:55

In this episode, Jim Paulsen of Paulsen Perspectives joins us to break down the state of the economy, the Fed’s policy stance, inflation risks, and what’s really happening beneath the surface of the stock market. Jim explains why the headline numbers often mask the struggles of many companies, why the S&P 500 looks stretched while much of the marke…

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Mike Philbrick on Gold, Bitcoin, and Rethinking Diversification Beyond 60/40 1:03:30

14d ago1:03:30

1:03:30

In this episode of Excess Returns, we sit down with Mike Philbrick of Resolve Asset Management to discuss why the traditional 60/40 portfolio may no longer be enough, the role of “psychological commodities” like gold and Bitcoin, and how return stacking can change the way investors think about diversification. Mike shares insights on macro regimes,…

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An Inside Look at Buffer ETFs with Jeff Chang 53:47

17d ago53:47

53:47

Defined outcome ETFs have exploded in popularity, offering investors a way to combine downside protection with upside participation. In this episode of Excess Returns, we sit down with Jeff Chang of Vest Financial to break down the mechanics of buffer ETFs, how they fit into portfolios, the critiques they face, and where this space is headed. Jeff …

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Record Valuations. Hidden Opportunity | Tobias Carlisle on Finding Value in an Expensive Market 1:02:25

19d ago1:02:25

1:02:25

In this episode of Excess Returns, we welcome back Tobias Carlisle — author, host of Value After Hours, and manager of the Acquirers Funds. Toby shares his candid perspective on market valuations, value investing’s long struggle, and why he still believes mean reversion will eventually swing back in favor of small caps and value stocks. We also div…

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Momentum is Everything | Leigh Drogen on Building Lasting Strategies in Crypto 1:08:35

21d ago1:08:35

1:08:35

In this episode, we sit down with Leigh Drogen of StarKiller Capital, alongside guest co-host Kai Wu, for a deep dive into crypto investing strategies, momentum in digital assets, and market-neutral DeFi yield opportunities. Leigh shares his perspective on where we are in the crypto evolution, the parallels with past technology cycles, and how to s…

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Bears! With special guest: Kayla Gordon 33:00

25d ago33:00

33:00

Mark is on the road on a photography excursion to photography Kodiak bears in Katmai National Park. On this travel edition of the podcast, Mark interviews a fellow photographer (Kayla Gordon from Winnipeg) and they discuss where they are and what they have been doing. ****WARNING**** The noise quality is a little rough (the generator for the boat w…

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Show Us Your Portfolio: Aswath Damodaran 1:00:37

24d ago1:00:37

1:00:37

How Aswath Damodaran Manages His Own Portfolio | Show Us Your Portfolio In this episode of our Show Us Your Portfolio series, we go inside the personal investing approach of Aswath Damodaran — the “Dean of Valuation.” Known for his expertise in corporate valuation, Aswath rarely discusses how he manages his own money. We cover his philosophy, asset…

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

26d 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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AI Slop is taking over the Internet 58:49

1M ago58:49

58:49

Have you seen lots of AI generated videos in your social media or Youtube? Well, AI slop used to be easy to spot and low quality, but it is rapidly getting better. It is also proliferating at an incredible rate. Because of monetization policies of various social media platforms, AI slop is rapidly taking over. It has the potential to completely ove…

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

1M 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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Drugs and Mental Health 1:00:47

1M ago1:00:47

1:00:47

Drugs are an important treatment option for many mental health challenges, but our bodies adapt to the drugs and many of them lose their efficacy over time. Mark and Jeff discuss the types of medications whose usefulness wanes with time and what they are used for.By Connect2 by Mark Hughes and Jeff Cullen

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

1M 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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The 100 Year Pivot | Navigating a Changing Market with Grant Williams 59:30

1M 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

1M 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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Darius Dale on the Fourth Turning, Fiscal Dominance, and the Case for a Melt-Up 57:50

1M 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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Windows vs Mac 2025 1:02:48

2M ago1:02:48

1:02:48

After over 30 years of using windows machines including work managing IT for a two different companies, Mark finally decided to try to make the switch to Mac. He is currently eating a large slice of humble pie and should have done this a while ago. It has gone well. Today's podcast discusses this and some earlier predictions from this podcast in 20…

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

1M 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

2M 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

2M 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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80's and 90's bands.... where are they now? 55:59

2M ago55:59

55:59

Listening to music in the 80's and 90's, there are lots of favourite bands that had hits that we haven't heard from in years... Did they breakup? Did they stop playing? It turns out that there are many that have continued playing, releasing albums and touring. Why don't we listen to them anymore?By Connect2 by Mark Hughes and Jeff Cullen

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

2M 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

2M 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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From "I do" to "We're through!" - Divorce stats in Canada 45:26

2M ago45:26

45:26

Everybody has heard that one in two marriages ends in divorce... well, that's not really true and has never been really true. Currently divorce rates are at the lowest they have ever been. So are marriagesBy Connect2 by Mark Hughes and Jeff Cullen

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How Option Dealer Flows Impact the Stock Market 50:30

2M 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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The Great Moderation is Over. The Great Convergence is Here | Luca Paolini on What Comes Next 58:10

2M 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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Killer Whales! 57:12

2M ago57:12

57:12

Mark and Jeff discuss the different types of Killer Whales and the capture of the Pedder Bay Five (whales).By Connect2 by Mark Hughes and Jeff Cullen

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Privacy in a Hyper Connected World 1:06:40

2M ago1:06:40

1:06:40

There is so much information about us in the world today. There are many ways our data is collected and for many reasons. Some are helpful but others are used to track our preferences and shopping patterns. Some governments intentionally track their citizens. In this episode, we discuss how to protect yourself in this hyper connected world…

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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

3M 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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Robot Vacuum Cleaners!!!! 59:06

3M ago59:06

59:06

In this episode, Mark and Jeff discuss Robot Vacuums (and mops) and this is a followup to a previous episode where we talked about how Roomba the company was in financial trouble. This episode, we talk more about the new up an comers and what differentiates the good robot vacuums from the also ransBy Connect2 by Mark Hughes and Jeff Cullen

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

3M 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

3M 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 …