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What Really Drove Buffett’s Success | Kai Wu on Berkshire's Intangible Edge
Season 1 Episode 341
In this episode of Excess Returns, we’re joined by Kai Wu of Sparkline Capital to explore one of the most important and overlooked aspects of Warren …
7 months, 3 weeks ago
The Seven Rules of Wall Street | Sam Stovall
Season 1 Episode 340
📈 In this episode of Excess Returns, we’re joined by Sam Stovall, Chief Investment Strategist at CFRA and author of The Seven Rules of Wall Street. W…
7 months, 3 weeks ago
The 100 Year Pivot | Navigating a Changing Market with Grant Williams
Season 1 Episode 339
In this episode of Excess Returns, Matt Zeigler sits down with Grant Williams for a wide-ranging conversation on what he calls the “Hundred Year Pivo…
7 months, 3 weeks ago
The Bubble No One Can Sell | Dan Rasmussen on the Private Equity Trap
Season 1 Episode 338
In this episode of Excess Returns, Justin and special guest host Kai Wu of Sparkline Capital are joined by Verdad’s Dan Rasmussen for a deep dive int…
7 months, 4 weeks ago
Darius Dale on the Fourth Turning, Fiscal Dominance, and the Case for a Melt-Up
Season 1 Episode 337
Macro strategist Darius Dale returns to Excess Returns with a deep dive into the seismic shifts shaping markets today. From the implications of the F…
8 months ago
The Risks of the Rise of Passive Investing | Mike Green
Season 1 Episode 336
In this episode of Excess Returns, Mike Green returns to dissect the structural transformation underway in public markets due to the rise of passive …
8 months ago
The Case for a Broadening Bull Market | Jim Paulsen
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8 months ago
You’re Misreading the Rally | Liz Ann Sonders on What is Really Driving Market Returns
Season 1 Episode 335
📉 What the Market Is Getting Wrong | Liz Ann Sonders on Debt, Tariffs, and the Fed
In this episode of Excess Returns, we welcome back Liz Ann Sonders,…
8 months ago
This Isn’t Priced In | PIMCO’s Libby Cantrill on the Policy Risks Markets Are Missing
Season 1 Episode 334
Policy uncertainty is rising—but markets seem unfazed. In this episode, we sit down with Libby Cantrill, Head of Public Policy at PIMCO, to explore t…
8 months, 1 week ago
False Recession Alarms. Real Risks. | Aahan Menon on What Investors Are Missing
Season 1 Episode 333
Why didn’t the long-predicted recession arrive? In this episode, we talk with Aahan Menon, founder of Prometheus Research, about why traditional macr…
8 months, 2 weeks ago