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$1 Trillion AI Bet. $10 Billion in Profits | Bob Elliott on the AI Income That Isn't Coming
Season 1 Episode 383
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https://excessreturnspod.substack.com
In this episode, we sit down with Bob Elliott for a wide-ranging conversation about the lat…
4 months, 2 weeks ago
The Hidden Fingerprints of 100 Baggers | Chris Mayer and Robert Hagstrom on Finding the Perfect Business
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https://open.spotify.com/show/5IsVVM27KWP6SUW6KN2ife
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https://podcasts.apple.com/us/podcast/the-100-y…
4 months, 2 weeks ago
He Invented the 4% Rule | Bill Bengen on Why He Now Thinks 5% Works
Season 1 Episode 382
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Bill Bengen, the creator of the 4% rule, joins us to revisit one of the most important idea…
4 months, 2 weeks ago
The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin
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In this episode, we kick off our book project, The Most Important Investing Lesson: What th…
4 months, 2 weeks ago
The Bull Market You Don’t Want to Believe | Rupert Mitchell on China vs. the Mag Seven
Season 1 Episode 381
Rupert Mitchell of Blind Squirrel Macro joins Matt Zeigler to talk global markets, China’s resurgence, the AI CapEx boom, and where investors can sti…
4 months, 3 weeks ago
The Most Extreme Speculation in 40 Years | Richard Bernstein on What It Means for Markets
Season 1 Episode 380
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In this episode, we are joined by Richard Bernstein, CIO and CEO of Richard Bernstein Advis…
4 months, 3 weeks ago
99.9% Focus on the Wrong Question | Victor Haghani on Why Static Allocation Fails
Season 1 Episode 379
In this episode, we sit down with Victor Haghani, founder of Elm Wealth and one of the original partners at LTCM, to explore his journey from running…
4 months, 3 weeks ago
The Case for Permanently Higher Market Valuations | Jim Paulsen
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https://podcasts.apple.com/us/podcast/the-jim-paulsen-show/id1828054999
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https://open.spotify.com/sh…
4 months, 3 weeks ago
The Liquidity Trap Door | Cem Karsan on Why We Are Likely in a Bubble, It Could Get Bigger, And What Pops It
Season 1 Episode 378
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In this episode, Cem Karsan returns to Excess Returns to break down the market through the …
4 months, 4 weeks ago
The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet
Season 1 Episode 377
Kai Wu of Sparkline Capital joins Excess Returns to discuss his paper Surviving the AI CapEx Boom. In this episode, Kai breaks down the unprecedented…
5 months ago