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The Regime Change No One Sees | Adam Parker on Why Valuations Are Lying to You
Season 1 Episode 370
Adam Parker, founder and CEO of Trivariate and Trivector Research, joins Excess Returns to discuss how fundamental, quantitative, and macro perspecti…
7 months, 2 weeks ago
The Bear Stearns Moment | Ben Hunt on How Private Credit Unravels
Season 1 Episode 369
Ben Hunt returns to Excess Returns to break down the hidden risks building inside private credit and the parallels between today’s “alternative asset…
7 months, 2 weeks ago
The Case That We Are in the Early Stages of an AI Bull Market | Gene Munster and Doug Clinton
Season 1 Episode 368
In this episode of Excess Returns, Gene Munster and Doug Clinton of Deepwater Asset Management join Justin and Jack to explore the technological, eco…
7 months, 3 weeks ago
Buffett, Sun Tzu and the Ancient Art of Risk Taking | Tobias Carlisle
Season 1 Episode 367
Buy Toby's Bookhttps://amzn.to/478SMBfIn this episode of Excess Returns, we sit down with Tobias Carlisle, founder and portfolio manager at the Acqui…
7 months, 3 weeks ago
Timeless Lessons from a Trend Following Legend | Jerry Parker
Season 1 Episode 366
In this episode of Excess Returns, Jerry Parker joins us for a deep dive into the philosophy and practice of trend following. As one of the original …
7 months, 3 weeks ago
The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on Finding the Next Great Compounders
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7 months, 3 weeks ago
Investing in a Debasement Regime | Warren Pies
Season 1 Episode 365
Warren Pies joins Excess Returns to discuss why he believes we’ve entered a “Debasement Regime,” what that means for investors, and how it differs fr…
7 months, 3 weeks ago
The Four Pillars of Macro - And What They Say About This Market | Andy Constan
Season 1 Episode 364
Andy Constan returns to Excess Returns to break down today’s macro environment using his Four-Pillar Framework — growth, inflation, risk premia, and …
7 months, 4 weeks ago
What a Global Regime Change Means for Investors | Julian Brigden
Season 1 Episode 363
In this episode of Excess Returns, macro strategist Julian Brigden of MI2 Partners joins the show to break down today’s volatile market landscape. Br…
7 months, 4 weeks ago
Big Rally. First Sell Signal Since April | Katie Stockton on What the Charts Say Could Come Next
Season 1 Episode 362
Katie Stockton, founder and managing partner at Fairlead Strategies, joins us for her quarterly technical outlook on markets, sectors, and asset clas…
7 months, 4 weeks ago