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The T.O.C.

Mike Carlisle, Stanford Evavold, Matthew Cooper

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Wait till you see what your tax dollars are actually spent on! This is The T.O.C, a podcast that explores the minds of veterans and how they communicate with one another and the bullshit that they talk about in their everyday lives. Featuring 3 Army veterans, The T.O.C bring you irreverent comedy mixed with the raw emotion of the Veteran community.
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The Lineman Lounge is a sports podcast hosted by Mike Carlisle. He is a family man, Army Veteran, and youth sports coach who loves talking sports. He is joined by co-host Stanford Evavold, fellow Army Veteran, as they break down the world of sports and let whatever comes to their minds fly in this uncensored good time.
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Excess Returns

Jack Forehand and Justin Carbonneau

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Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea Capital Management. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, and talk to interesting guests with the goal of helping those who watch and listen become better long term investors.
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Discologist

Discologist.com

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A Milwaukee/DC based music podcast about discussing and sharing the best new and new-to-you music PLUS interviews with music legends that you won't hear anywhere else! Hosted by Kevin HIll and Eduardo Nunes. *May be powered by cats. *Intro narration created using Eleven Labs (AI) Hosted on Acast. See acast.com/privacy for more information.
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Become a Paid Subscriber: https://podcasters.spotify.com/pod/show/blowingsmoketr/subscribe Become a Paid Subscriber: https://anchor.fm/blowingsmoketr/subscribe Blowing Smoke with Twisted Rico starring music industry veteran Steev Riccardo features weekly guests mostly from the world of music including musicians, songwriters, record producers, label managers, roadies, publicists etc. There are also new music segments, new songs, reviews, and other lively rock n roll road stories. Follow Blowi ...
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Close friends of the recently departed Ducky Carlisle, Mike Gent and Paul Armstrong, join us on this episode to pay a lovely tribute to the late Boston based producer, engineer, musician. Mike and Paul tell some funny and heart warming stories about their late friend... Music The Figgs "Connecting Brains" Fireking "Futura 2000" additional music The…
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Jackie Fox joins us on the show to talk about her time as the Bassist of The Runaways, including the controversy that surrounded the group of teenagers. We also talk about the new game she designed called "Rock Hard 1977" and much more. music The Charms "So Pretty" The Dogmatics "I Love Rock N Roll" Produced and Hosted by Steev Riccardo…
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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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This is a special mini bonus episode featuring a recap of the Boston Punk Rock Trivia event, along with four classic Boston punk songs! Music Moving Targets "Faith" Boys Life "I Found Her" Gang Green "Out On The Couch" The Outlets "Knock Me Down Again" additional music The Charms "So Pretty" The Dogmatics "I Love Rock N Roll" Produced and Hosted by…
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Lisa Kekaula of The BellRays joins us on the show to talk about the bands twenty years plus career of bringing the Rock n Soul in a heavy way... Music The BellRays "Hard Drive" The BellRays "Black Lightning" https://thebellrays.bandcamp.com additional music The Charms "So Pretty" The Dogmatics "I Love Rock N Roll" Music by bands that have been feat…
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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 …
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Linnea Herzog of the Boston based glam-punk band Linnea's Garden makes her encore appearance with us to talk about touring, new music, and of course her "Chaotic Bisexual Summer". Music Linnea's Garden "No Vision" Linnea's Garden "Chaotic BiSexual Summer" additional music The Charms "So Pretty" The Dogmatics "I Love Rock N Roll" Check out and liste…
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On her latest album, Country, Skylar Gudasz continues her signature style of storytelling through song, but with a more expansive, cosmic perspective. While songs like "Truck" and "Mothers Daughter" maintain a familiar feel for fans of her previous work, tracks like "Fire Country" and "Atoll" showcase Gudasz (once dubbed "the Joni Mitchell the Sout…
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Cam Ackland joins us on the show to talk about The Prime Movers, who are playing a reunion show in Somerville MA on September 14! We hit on the early days, the bands brilliant 2006 release “ Back In Line” and more! Music The Prime Movers "Chemical Reaction" The Prime Movers "Where Its At" Additional music The Charms "So Pretty" The Dogmatics "I Lov…
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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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Veteran radio personalities Mike Newman and Destiny Costa co-host this special edition of the podcast with guest Terry O'Malley, sax man of Stop Calling Me Frank. Music Stop Calling Me Frank "My Band On Her T-Shirt" “Get Out Of Your Own Way" “South Of Somewhere” “Baby Cyclone Baby" "Stood There Watching" additional music The Charms "So Pretty" The …
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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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David Hull has been playing in bands since 1970 and is still going strong. His story is incredible! Buddy Miles, White Chocolate, The Dirty Angels, Arthur Lee, Ted Nugent, The Joe Perry Project, Farrenheit, James Montgomery band, its an impressive list...David also filled in on Bass for Tom Hamilton, when he was ill, on four Aerosmith tours and the…
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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…
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This episode, featuring Nat Freedberg, originally aired live on WMFO in Medford MA. on July 14. Freedberg(The Upper Crust, The Titanics, The Flies, Freeloader) talked to us about his new solo record called "Let Yourself Go", the 80's Boston music scene, and much more. Special thanks to Mike Newman at WMFO for giving us the airtime and engineering t…
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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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Robin Lane returns to the show to talk about her new single "Man Like You", and some upcoming shows! Robin also shares some very cool old stories with us...MusicRobin Lane "Man Like You"Robin Lane And The Chartbusters "When Things Go Wrong"https://redonredrobinlane.bandcamp.com/album/dirt-road-to-heaven-epadditional musicThe Charms "So Pretty"The D…
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Most people know Phish for their marathon, mind-melting live performances, but on their 16th album Evolve, they are reminding listeners that there was a time, long ago, when the band made good-to-great, possibly even essential, albums. On this edition of Discologist, Eduardo and Kevin are digging into the latest release from the jamband titans, try…
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Tim Kerr has had a storied career and its still going strong. As a musician with some great bands like Big Boys, Poison 13, Lord High Fixers, current band Up Around The Sun etc, as a visual artist, and also as a photographer, Tim's resume is incredible. We covered quite a bit on this historic epsiode...enjoy! Music Up Around The Sun "History Lesson…
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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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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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Dave Smalley is one of the greatest punk rock singers in history and he joins us on the show to talk about his long storied career playing with legendary bands like DYS, Dag Nasty, All, Down By Law etc.. Music DYS "Wolfpack" Down By Law "Tradition" Dag Nasty "Values Here" additional music The Charms "So Pretty" The Dogmatics "I Love Rock N Roll" Pr…
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Gabriel Birnbaum has been in love with music for as long as he can remember. Whether it was his early work on saxophone making free jazz, playing Ethiopian music in Debo Band, his more “pop” leaning work with Wilder Maker, or his career as one of the best music publicists in the business, he’s spent his life positively immersed in sound. On this ed…
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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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Lynda Mandolyn, who has been playing in phenomenal bands since 1986(Inside Out, Fabulous Disaster, Tiger Bomb, Crystal Canyon etc.) returns to the show to talk about her early days in Detroit, moving to SF, Portland, songwriting, touring, and lots more.. **Check out Lynda's art show at Hi-Fidelity in Portland Maine on Sunday July 14 at 1PM! Music L…
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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…
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Mike Harmeier, singer and chief-songwriter for the band Silverada (formerly known as Mike and The Moonpies) has a knack for crafting country songs that feel timeless (think the heyday of 90’s country/Outlaw Country) but never retro. On Silverada, the group’s new self-titled album, Mike and the band a re continuing in this tradition while managing t…
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Sapling is one of the most interesting bands around. They bring a heavy dose of experimental punk noise with a dab of art to the table and pulverize you with rock n roll. We had all three members of the band (Amber, Rainy, Jonny) on the show and they did not disappoint...MusicSapling "Eris Worship"Sapling "Mata Hari"https://saplingband.bandcamp.com…
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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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Another geek-out BONUS episode! This team we are joined by Craig Mack aka Charles Rivers on an epsiode which was broadcast live on the WMFO airwaves a few weeks ago. Boston DJ Mike Newman mans the board and chimes in here and there. On this special bonus episode we rank our all-time favorite live albums... Enjoy! Music The Charms "So Pretty" The Do…
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Jennifer Boyle and Mark McKay(The Long Wait) join us on the show to talk about the Boston Punk Rock Trivia event which will take place at The Somerville Armory in Somerville MA on August 18. Music Strangehold "She's Not Leaving" LaPeste "Spymaster" The Charms "So Pretty" The Dogmatics "I Love Rock N Roll" Produced and Hosted by Steev Riccardo…
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