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The Two Tailed Market Risk | Brent Kochuba on What the Options Market Tells Us About What Comes Next
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Published on 1 month, 1 week ago
$1 Trillion AI Bet. $10 Billion in Profits | Bob Elliott on the AI Income That Isn't Coming
Season 1 Episode 383
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In this episode, we sit down with Bob Elliott for a wide-ranging conversation about the late-cycle economic backdrop, the Fed’s dilemma, AI’s…
Published on 1 month, 1 week ago
The Hidden Fingerprints of 100 Baggers | Chris Mayer and Robert Hagstrom on Finding the Perfect Business
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https://podcasts.apple.com/us/podcast/the-100-year-thinkers-long-term-compounding-in-a-short-term…
Published on 1 month, 1 week ago
He Invented the 4% Rule | Bill Bengen on Why He Now Thinks 5% Works
Season 1 Episode 382
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Bill Bengen, the creator of the 4% rule, joins us to revisit one of the most important ideas in financial planning and retirement research. I…
Published on 1 month, 2 weeks ago
The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin
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In this episode, we kick off our book project, The Most Important Investing Lesson: What the World’s Best Investors Would Teach You, with a d…
Published on 1 month, 2 weeks ago
The Bull Market You Don’t Want to Believe | Rupert Mitchell on China vs. the Mag Seven
Season 1 Episode 381
Rupert Mitchell of Blind Squirrel Macro joins Matt Zeigler to talk global markets, China’s resurgence, the AI CapEx boom, and where investors can still find value in a concentrated, overvalued U.S. m…
Published on 1 month, 2 weeks ago
The Most Extreme Speculation in 40 Years | Richard Bernstein on What It Means for Markets
Season 1 Episode 380
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In this episode, we are joined by Richard Bernstein, CIO and CEO of Richard Bernstein Advisors. We discuss why this is one of the most specul…
Published on 1 month, 3 weeks ago
99.9% Focus on the Wrong Question | Victor Haghani on Why Static Allocation Fails
Season 1 Episode 379
In this episode, we sit down with Victor Haghani, founder of Elm Wealth and one of the original partners at LTCM, to explore his journey from running complex hedge fund strategies to adopting a simpl…
Published on 1 month, 3 weeks ago
The Case for Permanently Higher Market Valuations | Jim Paulsen
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https://podcasts.apple.com/us/podcast/the-jim-paulsen-show/id1828054999
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Published on 1 month, 3 weeks ago
The Liquidity Trap Door | Cem Karsan on Why We Are Likely in a Bubble, It Could Get Bigger, And What Pops It
Season 1 Episode 378
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In this episode, Cem Karsan returns to Excess Returns to break down the market through the lens of liquidity, reflexivity, and options-driven…
Published on 1 month, 3 weeks ago