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Buy High, Sell Higher | Travis Prentice on Dispersion, Passive's Structural Risk and Why 52 Week Highs Don't Mean What You Think
Season 1 Episode 442
This episode explores how massive structural shifts—AI, deglobalization, and the rise of passive investing—are reshaping markets and what that means …
1 month, 1 week ago
The Secular Plateau | Chris Bloomstran on Why We May Be at Peak Valuations
Season 1 Episode 441
This episode features Chris Bloomstran of Semper Augustus discussing market concentration, AI capital spending, Berkshire Hathaway, and the risks fac…
1 month, 2 weeks ago
We Asked David Rosenberg Why He Owns Almost No US Stocks — and What He Holds Instead
Season 1 Episode 440
This episode features David Rosenberg, founder of Rosenberg Research, breaking down why today’s market may be driven more by valuation excess and inv…
1 month, 2 weeks ago
The Resilience No One Trusts | Brent Donnelly on Why War and Oil Haven’t Broken This Market
Season 1 Episode 439
Brent Donnelly returns to Excess Returns to break down one of the most confusing market environments in years, where policy shocks, volatility, and p…
1 month, 2 weeks ago
The Bear Market No One Sees | Liz Ann Sonders on the Real Story Indexes Hide
Season 1 Episode 438
Liz Ann Sonders of Schwab joins Excess Returns to break down how war, an oil shock, and shifting market dynamics are reshaping the investing landscap…
1 month, 3 weeks ago
The Forever Invariable Truth | Jim Grant on War, Inflation, and What Comes Next
Season 1 Episode 437
This episode features Jim Grant of Grant’s Interest Rate Observer on inflation, war, monetary policy, and the long arc of credit cycles. Grant explai…
1 month, 3 weeks ago
The Market the Tweets Can’t Break | What the Options Market Tells Us About What Comes Next
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This episode of The Opex Effect breaks down why markets have…
1 month, 3 weeks ago
The Risk at the End of the Whip | GMO’s Tom Hancock on Finding Conviction Amid the AI Hype
Season 1 Episode 436
This episode of Excess Returns features GMO’s Tom Hancock on how to think about AI as an investment opportunity and what truly defines “quality” in t…
1 month, 4 weeks ago
The Walmart Indicator Just Hit 2008 Levels | Jim Paulsen on the Big Difference This Time
This episode of Excess Returns features Jim Paulsen breaking down the current macro environment through a series of powerful indicators, including oi…
1 month, 4 weeks ago
The Inevitability No One Sees | $11 Billion Tech Manager on What Investors Miss About AI
Season 1 Episode 435
This episode of Excess Returns features Tony Wang of T. Rowe Price discussing how investors can identify “inevitabilities” in technology and position…
2 months ago