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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
The Inflections Wall Street Misses | Harris Kupperman on Finding Overlooked Opportunities
Season 1 Episode 432
This episode explores Harris “Kuppy” Kupperman’s framework for “inflection investing” and how he identifies asymmetric opportunities across global ma…
4 months, 4 weeks ago
The Moment Common Knowledge Changed | Last Call - With Andy Constan, Ben Hunt, Brent Kochuba and Eric Pachman
This episode of our new market wrap show Last Call breaks down the biggest market drivers right now through three distinct lenses: macro, narrative, …
5 months ago
The Private Credit Apocalypse That Isn’t Coming | Larry Swedroe Dispels the Myths
Season 1 Episode 431
In this episode of Excess Returns, we sit down with Larry Swedroe to break down one of the most debated topics in markets today: private credit. Larr…
5 months ago
Nothing Is Priced In | Bob Elliott on Why Investors Are Misreading the Oil Shock
Season 1 Episode 430
This episode of Excess Returns features Bob Elliott discussing the growing fragility in the global economy as an oil shock collides with a shift from…
5 months ago
The 0.1% Winners | Chris Mayer and Robert Hagstrom on Why Outliers Drive Returns
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In this episode of our new show, 100 Year Thinkers, Robert …
5 months ago
Big Decline. Options Support Gone | Brent Kochuba on the Fragile Market Setup
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This episode breaks down the growing tension beneath the surfa…
5 months, 1 week ago
The War Markets Can't Price | Jared Dillian on the Regime Change Investors Miss
Season 1 Episode 429
In this episode, Jared Dillian joins Excess Returns to break down why markets consistently misprice major regime shifts, geopolitical risks, and infl…
5 months, 1 week ago
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.…
5 months, 1 week 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…
5 months, 2 weeks ago