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It’s Only a Question of When | Nir Kaissar on AI, Private Credit and the Regime Shift Investors Miss
Season 1 Episode 416
In this episode of Excess Returns, we sit down with Bloomberg Opinion columnist Nir Kaissar for a wide-ranging conversation on markets, AI, interest …
3 months, 4 weeks ago
$70 Billion. 18 Straight Outperforming Years | David Giroux on the Index Trap and AI Hype
Season 1 Episode 415
David Giroux, CIO of T. Rowe Price and manager of the Capital Appreciation strategy, joins Excess Returns for a wide ranging discussion on market val…
3 months, 4 weeks ago
Lowest Cash Levels Ever | Kevin Muir on Markets at Extremes
Season 1 Episode 414
In this episode of Excess Returns, we sit down with Kevin Muir, author of The Macro Tourist, for a wide-ranging conversation on market sentiment, ass…
4 months ago
The Market That Bites Back | Victoria Greene on Surviving the Badger Market
Season 1 Episode 413
In this episode of Excess Returns, we sit down with Victoria Greene of G Squared Private Wealth for a wide-ranging conversation on markets, macro ris…
4 months ago
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…
4 months 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…
4 months, 1 week 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…
4 months, 1 week 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 …
4 months, 1 week 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…
4 months, 1 week 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…
4 months, 1 week ago