Podcast Episodes
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Bull Market on Borrowed Time | Ned Davis Chief Strategist Tim Hayes on the Indicators That Matter
Season 1 Episode 352
Ned Davis Research’s Chief Global Investment Strategist Tim Hayes joins us to break down NDR’s “360°” weight-of-the-evidence framework—how price, bre…
8 months, 3 weeks ago
Brent Donnelly on the Fed, Inflation, and Why 2% No Longer Matters
Season 1 Episode 351
In this episode of Excess Returns, we sit down with Brent Donnelly, veteran trader, author, and president of Spectra Markets, to dive deep into macro…
8 months, 3 weeks ago
Cullen Roche on Inflation, AI and Why the Debt Crisis is Overblown
Season 1 Episode 350
In this episode of Excess Returns, we welcome back Cullen Roche of Discipline Funds for an in-depth conversation on the economy, markets, demographic…
8 months, 4 weeks ago
This Hasn't Happened Since 1930 | Eric Pachman on Why the Labor Market is Lying to You
Season 1 Episode 350
In this episode of Excess Returns, we sit down with EricPachman of Bancreek Capital to explore the intersection of data, economics, andinvesting. Eri…
9 months ago
Cole Smead on Deficits, Inflation, and the Erosion of Earnings Quality in Technology Stocks
Season 1 Episode 350
In this episode of Excess Returns, we welcome back Cole Smead of Smead Capital for a wide-ranging conversation on markets, history, and the principle…
9 months ago
31 Years of Lessons: Northwestern Mutual CIO Brent Schutte on Markets, Cycles, and Diversification
Season 1 Episode 349
In this episode of Excess Returns, we sit down with Brent Schutte, CIO of Northwestern Mutual, to discuss the current macro landscape and what it mea…
9 months, 1 week ago
The Hidden Risks of High Income Options Strategies | Shawn Gibson and Eric McArdle
Season 1 Episode 348
In this episode of Excess Returns, we sit down with Shawn Gibson and Eric McArdle of Liquid Strategies to explore the rapidly growing world of option…
9 months, 1 week ago
Jim Paulsen on Growth, the Fed and the Case for a Broadening Rally
In this episode, Jim Paulsen of Paulsen Perspectives joins us to break down the state of the economy, the Fed’s policy stance, inflation risks, and w…
9 months, 1 week ago
Mike Philbrick on Gold, Bitcoin, and Rethinking Diversification Beyond 60/40
Season 1 Episode 347
In this episode of Excess Returns, we sit down with Mike Philbrick of Resolve Asset Management to discuss why the traditional 60/40 portfolio may no …
9 months, 1 week ago
An Inside Look at Buffer ETFs with Jeff Chang
Season 1 Episode 346
Defined outcome ETFs have exploded in popularity, offering investors a way to combine downside protection with upside participation. In this episode …
9 months, 2 weeks ago