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He Studied the Financial System for Decades | Marc Rubinstein on Where the Real Risk Is
Season 1 Episode 446
Marc Rubinstein joins Excess Returns to explain what private credit, bank earnings, insurance balance sheets, fintech growth, and arbitrage firms rev…
3 weeks, 1 day ago
Lessons from Investing Through Bubble Regimes with Andy Constan
First Principles with Andy Constan launches with a deep dive into market bubbles, AI, semiconductor stocks, and the financial conditions that can tur…
3 weeks, 3 days ago
He Wrote the Book on Bubbles | Edward Chancellor on If AI is Different
Season 1 Episode 446
Edward Chancellor joins Kai Wu on the latest episode of the Intangible Economy to discuss what financial history and capital cycle theory can teach i…
3 weeks, 4 days ago
We Asked an Options Expert Why This Melt Up Hasn’t Broken — and Which Signal Could End It
Brent Kochuba of SpotGamma joins Jack Forehand for the May 2026 OPEX Effect to break down what options positioning is saying after a massive AI and s…
3 weeks, 6 days ago
We Asked a $4.5B Quant Manager Why the S&P 500 Is Just 46 Stocks — and Why Small Caps Aren't Dead
Season 1 Episode 445
Elena Khoziaeva, Co-Chief Investment Officer and Portfolio Manager at Bridgeway Capital Management, joins Excess Returns to discuss factor investing,…
4 weeks, 1 day ago
The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate
This episode of our new showThe 100 Year Thinkers brings together Chris Mayer and Ian Cassel for a deep discussion on long-term stock picking, microc…
1 month ago
We Asked Rich Bernstein and Chris Davis Why This Market Isn’t as Safe as It Feels
This week’s Excess Returns Weekly Wrap examines what Chris Davis and Rich Bernstein can teach investors about letting winners run, inflation risk, ma…
1 month ago
We Asked Ben Hunt, Jim Paulsen, Kevin Muir and Brent Kochuba Why Bad News Can’t Break This Market
This episode of Last Call breaks down one of the most confusing market environments in recent memory: why stocks continue to rise despite war, oil sh…
1 month ago
The Opportunity No One Sees | Richard Bernstein on Finding Value in a Narrow Market
Season 1 Episode 444
This episode explores one of the most important debates in markets today: whether investors are underestimating the risk of higher inflation and over…
1 month, 1 week ago
Feeling Safe Is the Risk | Chris Davis on Finding Durable Companies in a Disrupted World
Season 1 Episode 443
This episode with Chris Davis of Davis Advisors explores how investors should think about risk, valuation, and opportunity in a market defined by hig…
1 month, 1 week ago