Podcast Episodes
Back to Search
The Trillion Dollar Gap | Aswath Damodaran on SpaceX, AI and the Big Market Delusion
Season 1 Episode 456
Professor Aswath Damodaran joins Kai Wu on The Intangible Economy to break down how to value SpaceX, AI companies, intangible assets, and the future …
2 months ago
Andy Constan on the SpaceX IPO, AI CapEx, and the End of the Buyback Tailwind
In the third episode of First Principles with Andy Constan, Andy breaks down the changing structure of markets as the IPO window reopens, AI CapEx ac…
2 months, 1 week ago
The SpaceX IPO Meets a Huge Options Expiration | Brent Kochuba on What Comes Next
In this episode of The OPEX Effect, Jack Forehand and Brent Kochuba break down the market structure impact of the SpaceX IPO, options expiration, dea…
2 months, 1 week ago
Mike Green on What Happens When Passive Flows Meet the Largest IPO in History
Season 1 Episode 455
Mike Green joins Excess Returns to explain why passive investing, index construction, SpaceX, AI IPOs and mega-cap concentration may be changing how …
2 months, 1 week ago
We Asked Vanguard’s Chief Economist Why AI Has Two Huge Tails — And Which One Wins
Season 1 Episode 454
AI could become the next general purpose technology, reshaping economic growth, inflation, interest rates and portfolio construction. Vanguard Global…
2 months, 2 weeks ago
The SpaceX IPO… What Happens When $1.75 Trillion Meets 4% Float
On the latest Click Beta, Matt Zeigler, Dave Nadig and Cameron Dawson discuss what could happen when SpaceX goes public and why this IPO may be as mu…
2 months, 2 weeks ago
Tech Spending Has a Cash Problem | Jim Paulsen on the Two Signals That Could Trigger a Correction
Jim Paulsen returns to Excess Returns to discuss why he is increasingly concerned about a meaningful stock market pullback, even though he does not e…
2 months, 2 weeks ago
He Quantified 200 Years of Disruption | Kai Wu on Separating Software Survivors from Value Traps
Season 1 Episode 453
Kai Wu of Sparkline Capital joins Excess Returns to break down his latest research on AI disruption, software stocks, value traps, and intangible moa…
2 months, 3 weeks ago
The Three Cracks in the AI Trade | Ben Hunt, Brent Kochuba and Aahan Menon on What Could Derail the Market's Biggest Bet
In this episode of Last Call, we break down one of the most confusing market backdrops in years: AI-driven earnings optimism, rising oil and inflatio…
2 months, 3 weeks ago
Cheap Is a Warning, Not a Thesis | Adam Parker on What This Market Is Really Pricing
Season 1 Episode 452
Adam Parker returns to Excess Returns to explain why the market may be trading more on future fundamentals than investors think, how AI is reshaping …
2 months, 3 weeks ago