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10 Cents on the Dollar | Gary Mishuris on Mispriced Fear and Lessons from Warner Brothers
Season 1 Episode 407
In this episode of Excess Returns, we sit down with Gary Mishuris, Managing Partner and CIO of Silver Ring Value Partners, to explore how deep fundam…
7 months, 1 week ago
The Line We Can't Cross | Mike Green on the Passive Investing Endgame
Season 1 Episode 406
In this episode of Excess Returns, we sit down with Mike Green of Simplify Asset Management for a deep dive into how passive investing has reshaped m…
7 months, 1 week ago
Disbelief Is the Real Risk: Gene Munster and Doug Clinton on Why the AI Bubble is Just Getting Started
Season 1 Episode 405
This episode of Excess Returns features Gene Munster and Doug Clinton breaking down their 2026 technology and market predictions, with a deep focus o…
7 months, 1 week ago
The Bubble Most Will Get Wrong | Aswath Damodaran on How He is Managing His Own Money in a World of AI
Season 1 Episode 404
In this episode of Excess Returns, Professor Aswath Damodaran joins Matt Zeigler and Kai Wu for a wide-ranging conversation on valuation, portfolio c…
7 months, 2 weeks ago
The Great Moderation Is Over | Liz Ann Sonders on What Replaces It
Season 1 Episode 403
In this episode of Excess Returns, we welcome back Liz Ann Sonders to discuss the evolving market and economic landscape heading into 2026. The conve…
7 months, 2 weeks ago
The Regime Shift No One is Prepared For | Grant Williams on the 100 Year Pivot
Season 1 Episode 402
This episode of Excess Returns features a wide ranging conversation with Grant Williams on what he calls the hundred year pivot. Grant explains why t…
7 months, 2 weeks ago
Sold At "Irrational Exuberance". Still Lost Money | Sam Ro on the Bubble Paradox
Season 1 Episode 401
In this episode of Excess Returns, we dive deep into one of the most pressing investing debates today: how to think about valuations, profit margins,…
7 months, 3 weeks ago
Long-Term Uptrend. Short-Term Warning Signs | Katie Stockton on What Charts Say About What's Next
Season 1 Episode 400
In this episode of Excess Returns, Katie Stockton of Fairlead Strategies joins Matt Zeigler and Justin Carbonneau to walk through her technical outlo…
7 months, 3 weeks ago
It’s Not K-Shaped. It’s No Shaped | Jim Paulsen on What You're Getting Wrong About 2026
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7 months, 3 weeks ago
4% of Stocks. 100% of Wealth | Gautam Baid on the Brutal Math of Compounding
Season 1 Episode 399
In this wide-ranging conversation, Gautam Baid joins Excess Returns to discuss the principles that shaped his investing philosophy, the lessons learn…
7 months, 4 weeks ago