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The Base Case is Wrong | Paul Eitelman on AI, Reacceleration and the Pause No One Sees
Season 1 Episode 396
In this episode of Excess Returns, we sit down with Paul Eitelman, Global Chief Investment Strategist at Russell Investments, to unpack their 2026 outlook and the idea of a “Great Inflection Point” f…
Published on 17 hours ago
Nothing Has a Right to Exist in Your Portfolio | What the Last 15 Years Has Taught Us
In the latest episode of Click Beta, Matt Zeigler, Dave Nadig and Cameron Dawson take a look back at 2025 and a look forward to 2026. Subscribe to Click Beta via the links below.
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Published on 2 days, 17 hours ago
The Existential Spending Battle | Adrian Helfert on What You’re Missing in the AI Arms Race
Season 1 Episode 395
In this episode of Excess Returns, we sit down with Adrian Helfert of Westwood to discuss how investors should be thinking about portfolio construction in a market shaped by artificial intelligence, …
Published on 6 days, 1 hour ago
The Precarity Line | Ben Hunt and Adam Butler on the Broken Math of the American Dream
Season 1 Episode 394
In this special episode, Adam Butler and Ben Hunt join Matt Zeigler to unpack one of the most charged debates in markets and economics today: whether our official statistics still reflect lived reali…
Published on 1 week ago
The Alpha No Human Can Find | David Wright on Machine Learning's Hidden Edge
Season 1 Episode 393
In this episode of Excess Returns, we sit down with David Wright, Head of Quantitative Investing at Pictet Asset Management, for a deep and practical conversation about how artificial intelligence an…
Published on 1 week, 2 days ago
The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on the Dangers of Abstraction
In this episode of our new show The 100 Year Thinkers, Robert Hagstrom, Chris Mayer, Bogumil Baranowki and Matt Zeigler explain how investors get trapped by labels, abstractions, and simplistic model…
Published on 1 week, 4 days ago
Magnet Above. Trap Door Below | Inside the Options Flows Driving Markets with Brent Kochuba
Brent Kochuba takes a look behind the scenes at the options flows driving the market heading into the December options expiration and the end of 2025.
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Published on 1 week, 6 days ago
He Was Overweight Tech for 15 Years. He Just Downgraded the Mag Seven | Ed Yardeni Explains Why
Season 1 Episode 392
Ed Yardeni returns to Excess Returns to break down the evolving market landscape, why he moved the Magnificent 7 to underweight, and how AI, productivity, interest rates, global markets, and sector l…
Published on 2 weeks, 1 day ago
Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures
Season 1 Episode 391
In this episode of Excess Returns, we sit down with Andrew Beer to break down managed futures, hedge fund replication, diversification, and what investors can realistically expect from these alternat…
Published on 2 weeks, 2 days ago
The Single Most Important Metric | Matt Reustle on the Patterns That Separate Great Businesses
We are including this episode from our separate show Teach Me Like I'm Five in the Excess Returns feed. If you would like to continue receiving new episodes, subscribe using the links below.
In the ep…
Published on 2 weeks, 4 days ago