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The Case for Permanently Higher Market Valuations | Jim Paulsen
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9 months, 4 weeks ago
The Liquidity Trap Door | Cem Karsan on Why We Are Likely in a Bubble, It Could Get Bigger, And What Pops It
Season 1 Episode 378
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In this episode, Cem Karsan returns to Excess Returns to break down the market through the …
10 months ago
The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet
Season 1 Episode 377
Kai Wu of Sparkline Capital joins Excess Returns to discuss his paper Surviving the AI CapEx Boom. In this episode, Kai breaks down the unprecedented…
10 months ago
The Inflation Risk Investors Miss | Nancy Davis
Season 1 Episode 376
In this episode of Excess Returns, we speak with Nancy Davis, founder and CIO of Quadratic Capital Management and the mind behind the innovative fixe…
10 months ago
The 40 CAPE Conundrum | Meb Faber on What High Valuations Mean for Markets
Season 1 Episode 375
In this episode of Excess Returns, Meb Faber joins the show to discuss valuations, diversification, trend following, value investing, and the evoluti…
10 months ago
Everyone Feared Recession. His Data Said Otherwise | US Bank CIO Eric Freedman on What It Says Now
Season 1 Episode 374
Eric Freedman, Chief Investment Officer at US Bank Wealth, joins Excess Returns to discuss markets, the economy and his investment process. Freedman …
10 months ago
Most Never Escape Stage 3 | Rick Ferri on the Education of an Index Investor
Season 1 Episode 373
In this episode of Excess Returns, we welcome back Rick Ferri, founder of Ferri Investment Solutions and host of the Bogleheads on Investing podcast.…
10 months, 1 week ago
Investing in a Liquidity Dominated Market | Remi Tetot
Season 1 Episode 372
In this episode of Excess Returns, Matt Zeigler talks with macro strategist and author Remi Tetot, known as “The Mad King.” They explore how liquidit…
10 months, 1 week ago
The 4% That Drive All Returns | Larry Swedroe on What You're Getting Wrong About the S&P 500
Season 1 Episode 371
In this episode of Excess Returns, Larry Swedroe returns to discuss the biggest risks and opportunities facing investors today. From tariffs and immi…
10 months, 1 week ago
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…
10 months, 1 week ago