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Last Call: January 2026 | AI Capex, Private Credit Problems and the Unstable Market
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Join Jack Forehand and Matt Zeigler for the premiere episode of Last Call, a new monthly…
1 month, 4 weeks ago
The Bubble You Can’t Exit | Dan Rasmussen on the Private Equity Trap
Season 1 Episode 412
In this episode of Excess Returns, we’re joined again by Dan Rasmussen of Verdad Advisors for a wide-ranging conversation that challenges some of the…
1 month, 4 weeks ago
30 Times Earnings Isn't Expensive | Chris Mayer & Robert Hagstrom on the Labels That Destroy Returns
In this episode of our new show The 100 Year Thinkers, Chris Mayer and Robert Hagstrom explore how the words investors use quietly shape the decision…
2 months ago
60-20-20 Changed Everything | Tony Greer on the New Portfolio Regime
Season 1 Episode 411
In this episode of Excess Returns, we sit down with TG Macro founder Tony Greer to explore why markets are increasingly signaling a loss of faith in …
2 months ago
You’re Waiting for the Bubble to Burst | Jan van Eck on Why It Already Has
Season 1 Episode 410
In this episode of Excess Returns, we sit down with Jan van Eck, CEO of VanEck, to discuss how long-term macro forces are shaping markets and investm…
2 months ago
The Crash That Won’t Come | Redfin Chief Economist Daryl Fairweather on the Great Housing Reset
Season 1 Episode 409
In this episode of Excess Returns, Redfin Chief Economist Daryl Fairweather joins Matt Zeigler to unpack what she calls the Great Housing Reset. Rath…
2 months ago
The Chart of Truth Is Turning | Rupert Mitchell on the Regime Change Investors Are Missing
Season 1 Episode 408
In this episode of Excess Returns, Rupert Mitchell returns to break down a rapidly shifting global macro landscape and explain how he is positioning …
2 months, 1 week ago
10 Cents on the Dollar | Gary Mishuris on Mispriced Fear and Lessons from Warner Brothers
Season 1 Episode 407
In this episode of Excess Returns, we sit down with Gary Mishuris, Managing Partner and CIO of Silver Ring Value Partners, to explore how deep fundam…
2 months, 1 week ago
The Line We Can't Cross | Mike Green on the Passive Investing Endgame
Season 1 Episode 406
In this episode of Excess Returns, we sit down with Mike Green of Simplify Asset Management for a deep dive into how passive investing has reshaped m…
2 months, 1 week ago
Disbelief Is the Real Risk: Gene Munster and Doug Clinton on Why the AI Bubble is Just Getting Started
Season 1 Episode 405
This episode of Excess Returns features Gene Munster and Doug Clinton breaking down their 2026 technology and market predictions, with a deep focus o…
2 months, 1 week ago