Podcast Episodes
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The Average Return That Never Comes | Sam Ro on 10 Stock Market Truths Investors Get Wrong
Season 1 Episode 354
In this episode of Excess Returns, we sit down with Sam Ro to revisit his widely read post “10 Stock Market Truths” and explore how each principle ho…
11 months, 2 weeks ago
Exceptionalism Is Ending. New Winners Are Rising | Olga Bitel on the $2 Trillion Opportunity
Season 1 Episode 353
In this episode, William Blair Global Strategist Olga Bitel joins us to unpack her “Perpetual Growth Machine” framework and what it means for investo…
11 months, 2 weeks ago
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…
11 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…
11 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…
11 months, 3 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…
11 months, 4 weeks 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…
1 year 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…
1 year 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…
1 year 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…
1 year ago