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The Risk Isn't Where You Think | Carl Kaufman on AI Capex, Private Credit and the Hidden Bond Play
Season 1 Episode 385
In this episode of Excess Returns, we talk with Carl Kaufman, Co-President and Co-CIO of Osterweis Capital Management, about navigating today’s fixed…
6 months, 2 weeks ago
The Bubble You Can't Short | Rob Arnott on What You Can Do Instead
Season 1 Episode 384
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In this episode, we sit down with Rob Arnott for a wide-ranging discussion on bubbles, va…
6 months, 2 weeks ago
The Bull Market Where Everyone Feels Broke | Behind the Rise of Financial Nihilism
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https://podcasts.apple.com/ky/podcast/click-beta/id1793929…
6 months, 2 weeks ago
The Two Tailed Market Risk | Brent Kochuba on What the Options Market Tells Us About What Comes Next
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https://open.spotify.com/show/4KR2YVJqk2lnVETMKDavJf
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https://podcasts.apple.com/us/podcast/the-opex-eff…
6 months, 3 weeks ago
$1 Trillion AI Bet. $10 Billion in Profits | Bob Elliott on the AI Income That Isn't Coming
Season 1 Episode 383
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In this episode, we sit down with Bob Elliott for a wide-ranging conversation about the lat…
6 months, 3 weeks ago
The Hidden Fingerprints of 100 Baggers | Chris Mayer and Robert Hagstrom on Finding the Perfect Business
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https://open.spotify.com/show/5IsVVM27KWP6SUW6KN2ife
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https://podcasts.apple.com/us/podcast/the-100-y…
6 months, 3 weeks ago
He Invented the 4% Rule | Bill Bengen on Why He Now Thinks 5% Works
Season 1 Episode 382
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Bill Bengen, the creator of the 4% rule, joins us to revisit one of the most important idea…
6 months, 3 weeks ago
The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin
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In this episode, we kick off our book project, The Most Important Investing Lesson: What th…
6 months, 4 weeks ago
The Bull Market You Don’t Want to Believe | Rupert Mitchell on China vs. the Mag Seven
Season 1 Episode 381
Rupert Mitchell of Blind Squirrel Macro joins Matt Zeigler to talk global markets, China’s resurgence, the AI CapEx boom, and where investors can sti…
7 months ago
The Most Extreme Speculation in 40 Years | Richard Bernstein on What It Means for Markets
Season 1 Episode 380
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In this episode, we are joined by Richard Bernstein, CIO and CEO of Richard Bernstein Advis…
7 months ago