Podcast Episodes

64% Never Escape Level Four | Nick Maggiulli on Climbing the Wealth Ladder

Season 1 Episode 342

In this episode of Excess Returns, Matt Zeigler sits down with Nick Maggiulli — author of Just Keep Buying and his new book The Wealth Ladder. Nick shares his six-level framework for building wealth,…

Published on 3 weeks, 4 days ago

What Really Drove Buffett’s Success | Kai Wu on Berkshire's Intangible Edge

Season 1 Episode 341

In this episode of Excess Returns, we’re joined by Kai Wu of Sparkline Capital to explore one of the most important and overlooked aspects of Warren Buffett’s investing evolution: his shift from tang…

Published on 1 month ago

The Seven Rules of Wall Street | Sam Stovall

Season 1 Episode 340

📈 In this episode of Excess Returns, we’re joined by Sam Stovall, Chief Investment Strategist at CFRA and author of The Seven Rules of Wall Street. We explore Sam’s timeless, data-driven investing ru…

Published on 1 month ago

The 100 Year Pivot | Navigating a Changing Market with Grant Williams

Season 1 Episode 339

In this episode of Excess Returns, Matt Zeigler sits down with Grant Williams for a wide-ranging conversation on what he calls the “Hundred Year Pivot.” Grant shares his view that we are living throu…

Published on 1 month ago

The Bubble No One Can Sell | Dan Rasmussen on the Private Equity Trap

Season 1 Episode 338

In this episode of Excess Returns, Justin and special guest host Kai Wu of Sparkline Capital are joined by Verdad’s Dan Rasmussen for a deep dive into the hidden risks lurking in private equity—and w…

Published on 1 month, 1 week ago

Darius Dale on the Fourth Turning, Fiscal Dominance, and the Case for a Melt-Up

Season 1 Episode 337

Macro strategist Darius Dale returns to Excess Returns with a deep dive into the seismic shifts shaping markets today. From the implications of the Fourth Turning to the systemic risks of fiscal domi…

Published on 1 month, 1 week ago

The Risks of the Rise of Passive Investing | Mike Green

Season 1 Episode 336

In this episode of Excess Returns, Mike Green returns to dissect the structural transformation underway in public markets due to the rise of passive investing. He explains why “there’s no such thing …

Published on 1 month, 1 week ago

The Case for a Broadening Bull Market | Jim Paulsen

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Published on 1 month, 2 weeks 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, Chief Investment Strategist at Charles Schwab, fo…

Published on 1 month, 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 the critical policy risks that investors may be und…

Published on 1 month, 2 weeks ago