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The Signal Before the Spike | Katie Stockton on What the Charts Tell Us About What Comes Next
Season 1 Episode 434
This episode explores the growing signs of a shift beneath the surface of the market, as technical indicators point to weakening momentum in equities…
2 months ago
Michael Mauboussin | AI, Base Rates, and Investing in the New Economy
In this inaugural episode of our new show, The Intangible Economy with Kai Wu, we explore how AI, intangible assets, and unprecedented capital invest…
2 months ago
The Stagflation Regime | Aahan Menon on What Works When Stocks and Bonds Don’t
Season 1 Episode 433
This episode of Excess Returns features Aahan Menon of Prometheus Research breaking down the growing risk of an inflation shock driven by energy mark…
2 months ago
The Inflections Wall Street Misses | Harris Kupperman on Finding Overlooked Opportunities
Season 1 Episode 432
This episode explores Harris “Kuppy” Kupperman’s framework for “inflection investing” and how he identifies asymmetric opportunities across global ma…
2 months, 1 week ago
The Moment Common Knowledge Changed | Last Call - With Andy Constan, Ben Hunt, Brent Kochuba and Eric Pachman
This episode of our new market wrap show Last Call breaks down the biggest market drivers right now through three distinct lenses: macro, narrative, …
2 months, 1 week ago
The Private Credit Apocalypse That Isn’t Coming | Larry Swedroe Dispels the Myths
Season 1 Episode 431
In this episode of Excess Returns, we sit down with Larry Swedroe to break down one of the most debated topics in markets today: private credit. Larr…
2 months, 1 week ago
Nothing Is Priced In | Bob Elliott on Why Investors Are Misreading the Oil Shock
Season 1 Episode 430
This episode of Excess Returns features Bob Elliott discussing the growing fragility in the global economy as an oil shock collides with a shift from…
2 months, 1 week ago
The 0.1% Winners | Chris Mayer and Robert Hagstrom on Why Outliers Drive Returns
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In this episode of our new show, 100 Year Thinkers, Robert …
2 months, 2 weeks ago
Big Decline. Options Support Gone | Brent Kochuba on the Fragile Market Setup
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This episode breaks down the growing tension beneath the surfa…
2 months, 2 weeks ago
The War Markets Can't Price | Jared Dillian on the Regime Change Investors Miss
Season 1 Episode 429
In this episode, Jared Dillian joins Excess Returns to break down why markets consistently misprice major regime shifts, geopolitical risks, and infl…
2 months, 2 weeks ago