Podcast Index
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Excess Returns
Excess Returns
Christchurch News Today | 2 Min News | The Daily News Now!
The Daily News Now!
eMotors: Electric Revolution
eMotors Electric Revolution
김선재의 책하고 놀자
SBS
Create Art Podcast
Timothy Kimo Brien
New Books in History
Marshall Poe
Gunsmoke | OTRWesterns.com
Andrew Rhynes
The Ben Ferguson Podcast
iHeartPodcasts
GSD Mode Podcast
Joshua Smith
Steel Curtain Network: A Pittsburgh Steelers podcast
FFSN
New Books in Communications
Marshall Poe
Tynu40k Goblina
Goblin
New Books in Education
Marshall Poe
SBS Japanese - SBSの日本語放送
SBS
Astrology Alchemy Podcast
Sheila Bélanger
Retail Therapy by Sunday Scaries
Sunday Scaries
Rotten Mango
Stephanie Soo
Undaunted.Life: A Man's Podcast by Kyle Thompson
Undaunted.Life
Days of Praise Podcast
The Institute for Creation Research, Inc.
New Books Network
New Books
New Books in Science, Technology, and Society
New Books Network
New Books in Biography & Memoir
Marshall Poe
The 1000 Hours Outside Podcast
1000 Hours Outside
Move Forth With Grace: A Discipleship for Women
Angela Grace Forth
New Books in Sociology
New Books Network
The Bobby Bones Show
Premiere Networks
Wandelwerker - Der erste deutsche Arbeitsschutz Podcast
WandelWerker Consulting GmbH
Old Time Radio Westerns
Andrew Rhynes
Tynu40k Goblina
Dmitry "Goblin" Puchkov
American Revolution Podcast
Michael Troy
New Books in Science
New Books Network
The Sarah Fraser Show
Sarah Fraser
Les grands dossiers de l'Histoire par Franck Ferrand
Radio Classique
New Books in Literature
Marshall Poe
New Books in Literary Studies
New Books Network
The Lone Ranger | Old Time Radio Westerns
Andrew Rhynes
Crime, Wine & Chaos
Amber Clifton | Naomi Lackaff
All
Excess Returns
On this episode of the 100 Year Thinkers, Chris Mayer and Matt Zeigler discuss long-term investing, 100-baggers, AI stocks, SpaceX valuation, founder-led companies, and why the best investments often come with brutal dra...
Ben Inker of GMO joins Excess Returns to break down whether the AI boom is an investment bubble, how it compares to 2000, 2007 and 2021, and why today’s risk may be more about earnings than valuations. We also discuss AI...
Ian Smith, portfolio manager at William Blair, joins Excess Returns to break down emerging markets, global diversification, and why EM may offer a very different opportunity set than US stocks. We discuss AI capex, the r...
Tobias Carlisle joins Excess Returns to discuss why today’s market may be setting up a major opportunity in value stocks, small caps and micro caps. We cover stretched market valuations, AI capex, SpaceX and other massiv...
Professor Aswath Damodaran joins Kai Wu on The Intangible Economy to break down how to value SpaceX, AI companies, intangible assets, and the future of value investing.We discuss why big markets do not automatically crea...
In the third episode of First Principles with Andy Constan, Andy breaks down the changing structure of markets as the IPO window reopens, AI CapEx accelerates, and corporate buybacks shift toward new equity supply. We di...
In this episode of The OPEX Effect, Jack Forehand and Brent Kochuba break down the market structure impact of the SpaceX IPO, options expiration, dealer gamma, volatility, and the next major setup for the S&P 500 and Nas...
Mike Green joins Excess Returns to explain why passive investing, index construction, SpaceX, AI IPOs and mega-cap concentration may be changing how the stock market actually works. We discuss how passive flows can affec...
AI could become the next general purpose technology, reshaping economic growth, inflation, interest rates and portfolio construction. Vanguard Global Chief Economist Joe Davis joins Excess Returns to explain why AI, demo...
On the latest Click Beta, Matt Zeigler, Dave Nadig and Cameron Dawson discuss what could happen when SpaceX goes public and why this IPO may be as much a market structure problem as a valuation problem.They break down th...
Jim Paulsen returns to Excess Returns to discuss why he is increasingly concerned about a meaningful stock market pullback, even though he does not expect a bear market. We cover the extreme divide between AI-driven “new...
Kai Wu of Sparkline Capital joins Excess Returns to break down his latest research on AI disruption, software stocks, value traps, and intangible moats. We discuss why software valuations have collapsed, why traditional ...
In this episode of Last Call, we break down one of the most confusing market backdrops in years: AI-driven earnings optimism, rising oil and inflation risk, stretched options positioning, and the market impact of a poten...
Adam Parker returns to Excess Returns to explain why the market may be trading more on future fundamentals than investors think, how AI is reshaping stock selection, and why traditional valuation signals may be less usef...
Eric Crittenden joins Matt Zeigler and Jason Buck for a deep dive into trend following and managed futures.They discuss why systematic macro trend investing works, how risk transfer creates a return premium, and how tren...
Cliff Asness returns to Excess Returns for a greatest hits tour through some of his most important and entertaining investing ideas.We discuss bubble logic, today’s AI market comparisons, why volatility still matters as ...
Ben Carlson joins Excess Returns to discuss his new book Risk and Reward and the biggest lessons investors can learn from market history. We cover how to think about risk, inflation, market timing, bear markets, lost dec...
AI is moving from hype to real enterprise adoption, and Gene Munster and Doug Clinton join Excess Returns to explain what that means for investors, technology stocks, energy demand, jobs and the next phase of the AI trad...
Jeremy Grantham joins Excess Returns to discuss The Making of a Permabear, mean reversion, market bubbles, AI, the Magnificent 7, and the long-term lessons investors can take from his career at GMO. We cover why he rejec...
Marc Rubinstein joins Excess Returns to explain what private credit, bank earnings, insurance balance sheets, fintech growth, and arbitrage firms reveal about the modern financial system. The conversation covers why priv...
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