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4% of Stocks. 100% of Wealth | Gautam Baid on the Brutal Math of Compounding
Season 1 Episode 399
In this wide-ranging conversation, Gautam Baid joins Excess Returns to discuss the principles that shaped his investing philosophy, the lessons learn…
5 months ago
We Read 22 2026 Market Forecasts So You Don't Have To | What You Need to Know
Season 1 Episode 398
In this episode of Excess Returns, Jack Forehand and Matt Zeigler dig into forecast season by reviewing and synthesizing insights from 22 major Wall …
5 months ago
The Truth No One Sees | 41 Great Investors Share Their Most Controversial Belief
Season 1 Episode 397
In this special compilation episode of Excess Returns, we ask one revealing question to some of the most respected investors, strategists, and market…
5 months, 1 week ago
The Base Case is Wrong | Paul Eitelman on AI, Reacceleration and the Pause No One Sees
Season 1 Episode 396
In this episode of Excess Returns, we sit down with Paul Eitelman, Global Chief Investment Strategist at Russell Investments, to unpack their 2026 ou…
5 months, 1 week ago
Nothing Has a Right to Exist in Your Portfolio | What the Last 15 Years Has Taught Us
In the latest episode of Click Beta, Matt Zeigler, Dave Nadig and Cameron Dawson take a look back at 2025 and a look forward to 2026. Subscribe to Cl…
5 months, 1 week ago
The Existential Spending Battle | Adrian Helfert on What You’re Missing in the AI Arms Race
Season 1 Episode 395
In this episode of Excess Returns, we sit down with Adrian Helfert of Westwood to discuss how investors should be thinking about portfolio constructi…
5 months, 2 weeks ago
The Precarity Line | Ben Hunt and Adam Butler on the Broken Math of the American Dream
Season 1 Episode 394
In this special episode, Adam Butler and Ben Hunt join Matt Zeigler to unpack one of the most charged debates in markets and economics today: whether…
5 months, 2 weeks ago
The Alpha No Human Can Find | David Wright on Machine Learning's Hidden Edge
Season 1 Episode 393
In this episode of Excess Returns, we sit down with David Wright, Head of Quantitative Investing at Pictet Asset Management, for a deep and practical…
5 months, 3 weeks ago
The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on the Dangers of Abstraction
In this episode of our new show The 100 Year Thinkers, Robert Hagstrom, Chris Mayer, Bogumil Baranowki and Matt Zeigler explain how investors get tra…
5 months, 3 weeks ago
Magnet Above. Trap Door Below | Inside the Options Flows Driving Markets with Brent Kochuba
Brent Kochuba takes a look behind the scenes at the options flows driving the market heading into the December options expiration and the end of 2025…
5 months, 3 weeks ago