On April 30th, 2024, SpotGamma and Excess Returns brought together 24 of the smartest minds in the investing world for an all day interview event to raise money for Susan G. Komen. To offer the guests insights in a more digestible format and to continue to raise money for a great cause, we are releasing the individual interviews in the week following the event. In this episode, Jack Forehand and Brent Kochuba interview Deepwater's Gene Munster and Doug Clinton and Jack and Justin Carbonneau interview Research Affiliates' Que Nguyen. If you are able to, please donate via the link provided alongside the video.
00:00 - Intro
00:36 - Gene Munster and Doug Clinton
26:45 - Que Nguyen