Podcast Episodes
Back to Search
The Bubble Most Will Get Wrong | Aswath Damodaran on How He is Managing His Own Money in a World of AI
Season 1 Episode 404
In this episode of Excess Returns, Professor Aswath Damodaran joins Matt Zeigler and Kai Wu for a wide-ranging conversation on valuation, portfolio c…
2 months, 1 week ago
The Great Moderation Is Over | Liz Ann Sonders on What Replaces It
Season 1 Episode 403
In this episode of Excess Returns, we welcome back Liz Ann Sonders to discuss the evolving market and economic landscape heading into 2026. The conve…
2 months, 2 weeks ago
The Regime Shift No One is Prepared For | Grant Williams on the 100 Year Pivot
Season 1 Episode 402
This episode of Excess Returns features a wide ranging conversation with Grant Williams on what he calls the hundred year pivot. Grant explains why t…
2 months, 2 weeks ago
Sold At "Irrational Exuberance". Still Lost Money | Sam Ro on the Bubble Paradox
Season 1 Episode 401
In this episode of Excess Returns, we dive deep into one of the most pressing investing debates today: how to think about valuations, profit margins,…
2 months, 2 weeks ago
Long-Term Uptrend. Short-Term Warning Signs | Katie Stockton on What Charts Say About What's Next
Season 1 Episode 400
In this episode of Excess Returns, Katie Stockton of Fairlead Strategies joins Matt Zeigler and Justin Carbonneau to walk through her technical outlo…
2 months, 3 weeks ago
It’s Not K-Shaped. It’s No Shaped | Jim Paulsen on What You're Getting Wrong About 2026
Subscribe to the Jim Paulsen Show on Apple Podcasts
https://podcasts.apple.com/us/podcast/the-jim-paulsen-show/id1828054999
Subscribe on Spotify
h…
2 months, 3 weeks ago
4% of Stocks. 100% of Wealth | Gautam Baid on the Brutal Math of Compounding
Season 1 Episode 399
In this wide-ranging conversation, Gautam Baid joins Excess Returns to discuss the principles that shaped his investing philosophy, the lessons learn…
2 months, 3 weeks ago
We Read 22 2026 Market Forecasts So You Don't Have To | What You Need to Know
Season 1 Episode 398
In this episode of Excess Returns, Jack Forehand and Matt Zeigler dig into forecast season by reviewing and synthesizing insights from 22 major Wall …
2 months, 4 weeks ago
The Truth No One Sees | 41 Great Investors Share Their Most Controversial Belief
Season 1 Episode 397
In this special compilation episode of Excess Returns, we ask one revealing question to some of the most respected investors, strategists, and market…
3 months ago
The Base Case is Wrong | Paul Eitelman on AI, Reacceleration and the Pause No One Sees
Season 1 Episode 396
In this episode of Excess Returns, we sit down with Paul Eitelman, Global Chief Investment Strategist at Russell Investments, to unpack their 2026 ou…
3 months ago