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A Practical Guide to Market Valuation with Ben Carlson
Season 1 Episode 357
In this episode, we sit down with Ben Carlson of Ritholtz Wealth Management and A Wealth of Common Sense to talk about market valuations, the rise of…
6 months ago
The New Valuation Regime | Jim Paulsen on Confidence, Inflation and the Coming Market Supports
In this episode, we sit down with Jim Paulsen to analyze the latest economic and market data through his lens of decades of market experience. Jim sh…
6 months ago
Finding the Next Great Tech Compounders | John Tinsman
Season 1 Episode 356
In this episode of Excess Returns, we sit down with John Tinsman, portfolio manager of the AOT Growth and Innovation ETF (AOTG). John shares how his …
6 months ago
Finding Decade-Long Compounders with Joseph Shaposhnik
Season 1 Episode 355
In this episode of Excess Returns, we sit down with Joseph Shaposhnik, founder of Rainwater Equity and former star portfolio manager at TCW. Joseph s…
6 months, 1 week ago
The Average Return That Never Comes | Sam Ro on 10 Stock Market Truths Investors Get Wrong
Season 1 Episode 354
In this episode of Excess Returns, we sit down with Sam Ro to revisit his widely read post “10 Stock Market Truths” and explore how each principle ho…
6 months, 1 week ago
Exceptionalism Is Ending. New Winners Are Rising | Olga Bitel on the $2 Trillion Opportunity
Season 1 Episode 353
In this episode, William Blair Global Strategist Olga Bitel joins us to unpack her “Perpetual Growth Machine” framework and what it means for investo…
6 months, 1 week ago
Bull Market on Borrowed Time | Ned Davis Chief Strategist Tim Hayes on the Indicators That Matter
Season 1 Episode 352
Ned Davis Research’s Chief Global Investment Strategist Tim Hayes joins us to break down NDR’s “360°” weight-of-the-evidence framework—how price, bre…
6 months, 2 weeks ago
Brent Donnelly on the Fed, Inflation, and Why 2% No Longer Matters
Season 1 Episode 351
In this episode of Excess Returns, we sit down with Brent Donnelly, veteran trader, author, and president of Spectra Markets, to dive deep into macro…
6 months, 2 weeks ago
Cullen Roche on Inflation, AI and Why the Debt Crisis is Overblown
Season 1 Episode 350
In this episode of Excess Returns, we welcome back Cullen Roche of Discipline Funds for an in-depth conversation on the economy, markets, demographic…
6 months, 2 weeks ago
This Hasn't Happened Since 1930 | Eric Pachman on Why the Labor Market is Lying to You
Season 1 Episode 350
In this episode of Excess Returns, we sit down with EricPachman of Bancreek Capital to explore the intersection of data, economics, andinvesting. Eri…
6 months, 3 weeks ago