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The Thunderclap That Ends the Cycle | Jim Grant on the Risk No One Sees
Season 1 Episode 389
James Grant, legendary founder of Grant’s Interest Rate Observer, joins us for a wide-ranging conversation on cycles, interest rates, inflation, cred…
3 months, 3 weeks ago
3% Inflation Isn't the Problem | Jim Paulsen on Why 2% Growth is the Crisis
In this episode, we’re joined again by Jim Paulsen to break down the key themes shaping markets and the economy heading into 2026. Jim explains why p…
3 months, 3 weeks ago
The One Lesson | 50+ Great Investors Share the One Thing They Would Teach You
In this special episode of Excess Returns, we share the most important investing lessons from more than 50 of our top guests. After asking more than …
3 months, 4 weeks ago
World War AI | Ben Hunt on the Economic Consequences of the AI Boom
Season 1 Episode 388
In this episode of Excess Returns, Matt sits down with Ben Hunt to break down his new Epsilon Theory essay, World War AI. They explore how the US gov…
4 months ago
The Real Estate Bust Was the Plan | Louis-Vincent Gave on China's Brute Force Growth Strategy
Season 1 Episode 387
In this episode of Excess Returns, we sit down with Louis-Vincent Gave of Gavekal Research for one of the most wide-ranging and eye-opening conversat…
4 months ago
The Pattern Is Staggering | Mary Ann Bartels on Why This Bull Market Is Just Getting Started
Season 1 Episode 386
In this episode, we sit down with Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels to break down her new 2026 outlook. We cover her long…
4 months ago
The Risk Isn't Where You Think | Carl Kaufman on AI Capex, Private Credit and the Hidden Bond Play
Season 1 Episode 385
In this episode of Excess Returns, we talk with Carl Kaufman, Co-President and Co-CIO of Osterweis Capital Management, about navigating today’s fixed…
4 months, 1 week ago
The Bubble You Can't Short | Rob Arnott on What You Can Do Instead
Season 1 Episode 384
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In this episode, we sit down with Rob Arnott for a wide-ranging discussion on bubbles, va…
4 months, 1 week ago
The Bull Market Where Everyone Feels Broke | Behind the Rise of Financial Nihilism
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Spotify
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Apple Podcasts
https://podcasts.apple.com/ky/podcast/click-beta/id1793929…
4 months, 1 week ago
The Two Tailed Market Risk | Brent Kochuba on What the Options Market Tells Us About What Comes Next
Subscribe on Spotify
https://open.spotify.com/show/4KR2YVJqk2lnVETMKDavJf
Subscribe on Apple Podcasts
https://podcasts.apple.com/us/podcast/the-opex-eff…
4 months, 1 week ago