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They Call It a Lottery Ticket. The Data Says Otherwise | D.A. Wallach on The Hidden Alpha of Biotech
Season 1 Episode 428
Biotech is one of the few areas in investing where specialized knowledge may still generate persistent alpha. In this episode of Excess Returns, D.A.…
2 months, 3 weeks ago
14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026
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In this episode, we break down the most impor…
2 months, 3 weeks ago
The $1 Trillion Supercycle Hidden in Plain Sight | Joseph Shaposhnik
Season 1 Episode 427
On this episode of Excess Returns, Matt Zeigler and Bogumil Baranowski speak with Rainwater Equity ETF portfolio manager Joseph Shaposhnik about how …
2 months, 3 weeks ago
Survival First. Returns Second | Vitaliy Katsenelson on Investing Amid Extreme Uncertainty
Season 1 Episode 426
In this episode of Excess Returns, Matt Zeigler and Bogumil Baranowski speak with Vitaliy Katsenelson, CEO of Investment Management Associates and au…
2 months, 3 weeks ago
What War Charts and AI Bubbles Miss | The Weekly Market Insight – March 8, 2026
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In this new weekly Excess Returns recap, Jack F…
2 months, 4 weeks ago
1% Growth. Zero Jobs | Jim Paulsen on the Recession Hiding in Plain Sight
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In this episode of the Jim Paulsen Show, Jim joins Jac…
2 months, 4 weeks ago
The Widest Valuation Gap in History | Rob Arnott on What Investors Are Missing About AI
Season 1 Episode 425
Rob Arnott returns to Excess Returns to discuss the biggest questions facing investors today, including the impact of geopolitical conflict, the valu…
3 months ago
100% Out of US Stocks | Andy Constan on AI, War Risk and the Shift Abroad
Season 1 Episode 424
In this episode of Excess Returns, we welcome back Andy Constan of Damped Spring Advisors for a wide-ranging discussion on geopolitical risk, AI and …
3 months ago
Is AI Replacing Workers Faster Than We Think? | We Break Down the Viral AI Doom Loop Article
Season 1 Episode 423
In this episode, Jack Forehand and Kai Wu break down the viral “AI doom loop” article that sparked debate across Wall Street, Silicon Valley, and eve…
3 months ago
The AI Panic Trade | What the Viral Doomsday AI Article Means for Markets
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In this episode of Last Call, Jack Forehand and Matt Zeigler look past the headlines t…
3 months, 1 week ago