TheBitCast

Excess Returns

Autor: Excess Returns

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.

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  1. Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? – Excess Returns
  2. He Asked 25 Finance Pros How They Invest Their Own Money: Brian Portnoy on What the Models Get Wrong – Excess Returns
  3. Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI – Excess Returns
  4. The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen? – Excess Returns
  5. We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out – Excess Returns
  6. Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal – Excess Returns
  7. AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again? – Excess Returns
  8. The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses – Excess Returns
  9. Katie Stockton Still Sees a Bull Market. So Why Is Her ETF Only 50% in Stocks? – Excess Returns
  10. Tom Maher on Small-Cap Investing, AI Infrastructure and Opportunities Beyond Big Tech – Excess Returns
  11. Ed Yardeni Still Sees S&P 10,000 by 2029. So Why Is He Getting More Cautious? – Excess Returns
  12. The 10-Year Hit a 24-Year High. Nobody Is Buying Puts. Are You Watching the Wrong Market? – Excess Returns
  13. They Beat All US Stock Funds Since 2003 | Michael Baron on the AI Winners Investors Miss – Excess Returns
  14. The Game Was Rigged in Their Favor. 28% Went Bust Anyway | Kris Abdelmessih on How to Size Bets – Excess Returns
  15. We Asked the Data Journalist Who Rebuilt the Jobs Report What the Headline Number Hides – Excess Returns
  16. He Lost $157,000 in 3 Minutes | Jack Raines on the Lesson Winning Never Taught Him – Excess Returns
  17. The AI Gap Is Closing | Jason Hsu on China, Momentum Crashes and the S&P’s Seven-Stock Bet – Excess Returns
  18. David Rosenberg on Why He Wants the Bonds Everyone Hates — and Where He's Hiding in Stocks – Excess Returns
  19. Franklin Templeton CEO Jenny Johnson on AI, Private Markets, and the Hidden Risks in Index Funds – Excess Returns
  20. Jim Paulsen on the Weakening Economy, Tech Bear Market Risk and the Bull Market Built on Fear – Excess Returns
  21. We Asked Fidelity's Ex-President What Made Peter Lynch Great — and Where Private Credit Risk Hides – Excess Returns
  22. Everyone Hates Bonds. Why Two Bond Managers Say You're Hating the Wrong Ones – Excess Returns
  23. All-In on the S&P 500 Worked for 18 Years | Jared Dillian on Why It's Still Wrong – Excess Returns
  24. Nvidia Is Betting on Its Customers. Gen Z Is Betting on Sports. Will It All End the Same Way? – Excess Returns
  25. Bearish Into November. Room to Run After: Why Dan Niles Is Watching Hyperscaler Credit Default Swaps – Excess Returns
  26. The Fed Credibility Narrative Has Turned | Ben Hunt on AI, the Consumer and Financial Repression – Excess Returns
  27. Sticky Inflation. Cheap Volatility. A Less Predictable Fed. Why Aren’t Markets More Worried? – Excess Returns
  28. The Profits Come Now. The Costs Come Later. Kevin Muir on Whether AI Earnings Are the Bubble – Excess Returns
  29. Private Equity Chased Software. Big Tech Is Chasing AI. Dan Rasmussen on If They Are Making the Same Mistake Twice – Excess Returns
  30. Only 2.7% Beat the S&P for 20 Years | Ian Cassel on What Elite Stock Pickers Do Differently – Excess Returns