Über diesen Podcast
Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more. Subscribe to learn along with us.
558 Folgen · business
Excess Returns
Über diesen Podcast
Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more. Subscribe to learn along with us.
Neue Folgen
- All-In on the S&P 500 Worked for 18 Years | Jared Dillian on Why It's Still Wrong8. Sept. · 57 Min.
- Nvidia Is Betting on Its Customers. Gen Z Is Betting on Sports. Will It All End the Same Way?6. Sept. · 56 Min.
- Bearish Into November. Room to Run After: Why Dan Niles Is Watching Hyperscaler Credit Default Swaps3. Sept. · 1 Std. 00 Min.
- The Fed Credibility Narrative Has Turned | Ben Hunt on AI, the Consumer and Financial Repression3. Sept. · 51 Min.
- Sticky Inflation. Cheap Volatility. A Less Predictable Fed. Why Aren’t Markets More Worried?31. Aug. · 1 Std. 02 Min.
- The Profits Come Now. The Costs Come Later. Kevin Muir on Whether AI Earnings Are the Bubble29. Aug. · 1 Std. 05 Min.
- Private Equity Chased Software. Big Tech Is Chasing AI. Dan Rasmussen on If They Are Making the Same Mistake Twice28. Aug. · 57 Min.
- Only 2.7% Beat the S&P for 20 Years | Ian Cassel on What Elite Stock Pickers Do Differently25. Aug. · 1 Std. 01 Min.
- The Rally is Broadening. The Earnings Growth Isn't. Liz Ann Sonders on Which Breaks First22. Aug. · 1 Std. 02 Min.
- We Asked Andy Constan What Happens If AI Funding Breaks Before the Thesis — And if Warsh Blinks20. Aug. · 1 Std. 01 Min.
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