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The SpaceX IPO… What Happens When $1.75 Trillion Meets 4% Float
On the latest Click Beta, Matt Zeigler, Dave Nadig and Cameron Dawson discuss what could happen when SpaceX goes public and why this IPO may be as mu…
14 hours ago
Tech Spending Has a Cash Problem | Jim Paulsen on the Two Signals That Could Trigger a Correction
Jim Paulsen returns to Excess Returns to discuss why he is increasingly concerned about a meaningful stock market pullback, even though he does not e…
2 days, 10 hours ago
He Quantified 200 Years of Disruption | Kai Wu on Separating Software Survivors from Value Traps
Season 1 Episode 453
Kai Wu of Sparkline Capital joins Excess Returns to break down his latest research on AI disruption, software stocks, value traps, and intangible moa…
4 days, 14 hours ago
The Three Cracks in the AI Trade | Ben Hunt, Brent Kochuba and Aahan Menon on What Could Derail the Market's Biggest Bet
In this episode of Last Call, we break down one of the most confusing market backdrops in years: AI-driven earnings optimism, rising oil and inflatio…
1 week ago
Cheap Is a Warning, Not a Thesis | Adam Parker on What This Market Is Really Pricing
Season 1 Episode 452
Adam Parker returns to Excess Returns to explain why the market may be trading more on future fundamentals than investors think, how AI is reshaping …
1 week, 2 days ago
He Built the Fund He'd Hold 30 Years | Eric Crittenden on What Investors Pick When Labels Come Off
Season 1 Episode 451
Eric Crittenden joins Matt Zeigler and Jason Buck for a deep dive into trend following and managed futures.
They discuss why systematic macro trend in…
1 week, 4 days ago
Cliff Asness on Bubbles, Private Equity and His Research Greatest Hits
Season 1 Episode 450
Cliff Asness returns to Excess Returns for a greatest hits tour through some of his most important and entertaining investing ideas.
We discuss bubble…
2 weeks ago
He Studied Every Bear Market Since 1929 | Ben Carlson on How the Worst Starting Point Still Made 8%
Season 1 Episode 449
Ben Carlson joins Excess Returns to discuss his new book Risk and Reward and the biggest lessons investors can learn from market history. We cover ho…
2 weeks, 2 days ago
Is AI Still in 1995? Gene Munster and Doug Clinton on the Next Phase of the AI Boom
Season 1 Episode 448
AI is moving from hype to real enterprise adoption, and Gene Munster and Doug Clinton join Excess Returns to explain what that means for investors, t…
2 weeks, 4 days ago
Jeremy Grantham on AI, Bubbles and Why Mean Reversion Lives On
Season 1 Episode 447
Jeremy Grantham joins Excess Returns to discuss The Making of a Permabear, mean reversion, market bubbles, AI, the Magnificent 7, and the long-term l…
3 weeks ago