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How Option Dealer Flows Impact the Stock Market
Billions are moving through the stock market every day—but not for the reasons most investors think.
In this episode, Brent Kochuba of SpotGamma break…
8 months, 2 weeks ago
The Great Moderation is Over. The Great Convergence is Here | Luca Paolini on What Comes Next
Season 1 Episode 332
In this episode, we speak with Luca Paolini, Chief Strategist at Pictet Asset Management, about the firm’s 2025 Secular Outlook and the unfolding shi…
8 months, 3 weeks ago
Whipsaws, Drawdowns, and Disbelief | Eric Crittenden on the Best Diversifier No One Buys
Season 1 Episode 331
In this episode of Excess Returns, Matt Zeigler and Jason Buck sit down with Eric Crittenden, CIO of Standpoint Funds, for a wide-ranging and candid …
9 months ago
Broken Models. Misleading Yields | Ryan Krueger on Avoiding the Dividend Trap
Season 1 Episode 330
Most investors chase yield. But what if the very models they rely on — from dividend screens to the 4% rule — are fundamentally broken?
In this episod…
9 months ago
500,000 More Sellers Than Buyers. First Time in a Decade | Daryl Fairweather on What Comes Next
Season 1 Episode 329
In this episode, we’re joined by Daryl Fairweather, Chief Economist at Redfin and author of Hate the Game, to explore the most dramatic shift in the …
9 months, 1 week ago
Buffett Does It. Most Value Investors Don’t | Robert Hagstrom on the Real Key to Compounding
Season 1 Episode 328
Robert Hagstrom returns to discuss the investing principle he believes most value investors still misunderstand—despite decades of evidence from Warr…
9 months, 1 week ago
Recession Indicators Are Breaking. Inflation Isn’t | Megan Horneman on What Comes Next
Season 1 Episode 327
Megan Horneman: Fragile Optimism, Hidden Inflation Risks, and What Investors Are Missing
In this episode, we’re joined by Megan Horneman, Chief Invest…
9 months, 1 week ago
Broken Data. Hidden Opportunity | GMO's Warren Chiang on Deep Value’s Historic Setup
Season 1 Episode 326
GMO’s Warren Chiang joins us for a deep dive into the art and science of systematic value investing. In this episode, Warren shares how his team has …
9 months, 2 weeks ago
Blind to Power: The Hidden Investing Risk of Rising Strongmen | Peter Atwater
Season 1 Episode 325
In this episode of Excess Returns, Matt Zeigler sits down with Peter Atwater—President of Financial Insyghts, author of The Confidence Map, and exper…
9 months, 2 weeks ago
Finding Great GARP Stocks with David Giroux
Season 1 Episode 324
David Giroux, CIO and Head of Investment Strategy at T. Rowe Price Investment Management, has achieved something rare in investing—beating his Mornin…
9 months, 3 weeks ago