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What War Charts and AI Bubbles Miss | The Weekly Market Insight – March 8, 2026
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In this new weekly Excess Returns recap, Jack F…
2 weeks, 5 days ago
1% Growth. Zero Jobs | Jim Paulsen on the Recession Hiding in Plain Sight
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In this episode of the Jim Paulsen Show, Jim joins Jac…
3 weeks ago
The Widest Valuation Gap in History | Rob Arnott on What Investors Are Missing About AI
Season 1 Episode 425
Rob Arnott returns to Excess Returns to discuss the biggest questions facing investors today, including the impact of geopolitical conflict, the valu…
3 weeks, 3 days ago
100% Out of US Stocks | Andy Constan on AI, War Risk and the Shift Abroad
Season 1 Episode 424
In this episode of Excess Returns, we welcome back Andy Constan of Damped Spring Advisors for a wide-ranging discussion on geopolitical risk, AI and …
3 weeks, 5 days ago
Is AI Replacing Workers Faster Than We Think? | We Break Down the Viral AI Doom Loop Article
Season 1 Episode 423
In this episode, Jack Forehand and Kai Wu break down the viral “AI doom loop” article that sparked debate across Wall Street, Silicon Valley, and eve…
3 weeks, 6 days ago
The AI Panic Trade | What the Viral Doomsday AI Article Means for Markets
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In this episode of Last Call, Jack Forehand and Matt Zeigler look past the headlines t…
1 month ago
Most Portfolios Are Built Backwards | Cullen Roche on Building Your Perfect Portfolio
Season 1 Episode 422
In this episode of Excess Returns, we sit down with Cullen Roche to discuss his new book Your Perfect Portfolio and the deeper principles behind buil…
1 month ago
The Edge Has Shifted | Matt Reustle on How the Best Investors Use AI
Season 1 Episode 421
In this episode of Excess Returns, we sit down with Matt Russell of Business Breakdowns to explore how AI is actually being used in investing today. …
1 month ago
When You've Won the Game, Stop Playing | What Great Investors Taught Us About Portfolio and Purpose
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In this episode, we explore one of …
1 month ago
When Safe Becomes the Most Dangerous | The 100-Year Thinkers on AI, Staples and How Words Mislead
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In this episode of the 100 Year Thinkers, Matt Zeigler and Bo…
1 month, 1 week ago