Podcast Episodes
Back to Search
The Resilience No One Trusts | Brent Donnelly on Why War and Oil Haven’t Broken This Market
Season 1 Episode 439
Brent Donnelly returns to Excess Returns to break down one of the most confusing market environments in years, where policy shocks, volatility, and p…
4 months, 1 week ago
The Bear Market No One Sees | Liz Ann Sonders on the Real Story Indexes Hide
Season 1 Episode 438
Liz Ann Sonders of Schwab joins Excess Returns to break down how war, an oil shock, and shifting market dynamics are reshaping the investing landscap…
4 months, 2 weeks ago
The Forever Invariable Truth | Jim Grant on War, Inflation, and What Comes Next
Season 1 Episode 437
This episode features Jim Grant of Grant’s Interest Rate Observer on inflation, war, monetary policy, and the long arc of credit cycles. Grant explai…
4 months, 2 weeks ago
The Market the Tweets Can’t Break | What the Options Market Tells Us About What Comes Next
Subscribe to the OPEX Effect on Spotify
Subscribe to the OPEX Effect on Apple Podcasts
This episode of The Opex Effect breaks down why markets have…
4 months, 2 weeks ago
The Risk at the End of the Whip | GMO’s Tom Hancock on Finding Conviction Amid the AI Hype
Season 1 Episode 436
This episode of Excess Returns features GMO’s Tom Hancock on how to think about AI as an investment opportunity and what truly defines “quality” in t…
4 months, 2 weeks ago
The Walmart Indicator Just Hit 2008 Levels | Jim Paulsen on the Big Difference This Time
This episode of Excess Returns features Jim Paulsen breaking down the current macro environment through a series of powerful indicators, including oi…
4 months, 3 weeks ago
The Inevitability No One Sees | $11 Billion Tech Manager on What Investors Miss About AI
Season 1 Episode 435
This episode of Excess Returns features Tony Wang of T. Rowe Price discussing how investors can identify “inevitabilities” in technology and position…
4 months, 3 weeks ago
The Signal Before the Spike | Katie Stockton on What the Charts Tell Us About What Comes Next
Season 1 Episode 434
This episode explores the growing signs of a shift beneath the surface of the market, as technical indicators point to weakening momentum in equities…
4 months, 3 weeks ago
Michael Mauboussin | AI, Base Rates, and Investing in the New Economy
In this inaugural episode of our new show, The Intangible Economy with Kai Wu, we explore how AI, intangible assets, and unprecedented capital invest…
4 months, 3 weeks ago
The Stagflation Regime | Aahan Menon on What Works When Stocks and Bonds Don’t
Season 1 Episode 433
This episode of Excess Returns features Aahan Menon of Prometheus Research breaking down the growing risk of an inflation shock driven by energy mark…
4 months, 4 weeks ago