Podcast Index
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Excess Returns
Excess Returns
Star News Briefing
Star 104.5
AUTOSPORT web
株式会社三栄
ACE and Co: Full STEAM Ahead
Ace and Co
Packernet Podcast: Daily Green Bay Packers Podcast
AC Sports
BBC News
BBC
Giorno per giorno
Corriere della Sera – Francesco Giambertone
Locked On Pirates - Daily Podcast On The Pittsburgh Pirates
Locked On Podcast Network, Gary Morgan
Learn About Islam
LK
CP Newswatch: Canada's Top Stories
The Canadian Press
Seattle News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Charleston News Today | 2 Min | The Daily News Now!
The Daily News Now!
CHGO Chicago Cubs Podcast
ALLCITY Network, CHGO Sports
Belfast News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Los Angeles Kings News Today | 2 Min News | The Daily News Now!
The Daily News Now!
The Edge Breakfast
rova | The Edge
Radio National Breakfast
ABC Australia
Locked On Cubs - Daily Podcast On The Chicago Cubs
Locked On Podcast Network, Matt Cozzi, Sam Olbur
Delving In with Stuart Kelter
Stuart Kelter
Jono, Ben & Megan - The Podcast
The Hits
Miti da sfatare
OnePodcast
Radio 10 gemist
Radio 10
Galway Bay fm - Sports
galwaybayfmsports
Charlotte News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Bitcoin News Alerts | Daily BTC Macro Signal
Bitcoin News Alerts
Sports Today Update
Tapt Podcasts
Menlo Church Podcasts
Menlo.Church
Jajam Shlomo (Sally) Zaed
podcastjajam
North Shore Nine: A Pittsburgh Pirates Podcast
North Shore Nine, Bleav
ESPN SportsCenter Update
ESPN
Spiritual Tools for an Outrageous World
David Sacks
Dover News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Harrisburg News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Policy and Rights
Michael Clogs
The Setup Man: Chicago Cubs Podcast
Kyle Stanley
Pittsburgh Penguins News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Locked On Reds - Daily Podcast On The Cincinnati Reds
Locked On Podcast Network, Jeff Carr, Steven Offenbaker
Todo
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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