Podcast Episodes
Back to Search
The Case for a Broadening Bull Market | Jim Paulsen
Subscribe on Apple Podcsasts
https://podcasts.apple.com/us/podcast/the-jim-paulsen-show/id1828054999
Subscribe on Spotify
https://open.spotify.com/show/…
10 months, 1 week 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,…
10 months, 2 weeks 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…
10 months, 2 weeks 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…
10 months, 3 weeks ago
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…
10 months, 3 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…
10 months, 4 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 …
11 months, 1 week 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…
11 months, 2 weeks 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 …
11 months, 2 weeks 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…
11 months, 2 weeks ago