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Excess Returns

An AI Bubble Could Hit Stocks. Inflation Could Hit Bonds. How Do You Diversify and Keep Both?

AI summary The "End of Either Or" philosophy in portfolio construction challenges the traditional constraint of choosing between core assets and diversifiers. By utilizing return stacking, investors can maintain exposure to core equities and bonds while layering on uncorrelated return…

  • Return Stacking
  • Cliff Asness
  • Managed Futures

EnglishSummary · Transcript

Eurodollar University

Baby Food Prices Just Revealed a Dark Truth About the U.S. Economy

AI summary The current affordability crisis stems from a disconnect between stagnant household incomes and surging costs for essential goods like baby formula, energy, and housing. Rather than indicating a resilient economy, these price hikes trigger demand destruction, forcing families to…

  • Demand Destruction
  • Yield Curve
  • TIPS (Treasury Inflation-Protected Securities)

EnglishSummary · Transcript

Bloomberg Television

Ruchir Sharma on AI Bubble Risks, Opportunities in India

AI summary The global economy faces significant risks as the AI-driven market bubble becomes increasingly fragile under the pressure of rising interest rates and massive fiscal deficits. The US economy currently relies heavily on the "wealth effect," where stock market gains fuel consumer…

  • AI bubble
  • CapEx
  • Wealth effect

EnglishSummary · Transcript

Council on Foreign Relations

The State of U.S. Economics with Fed's Vice Chair for Supervision Michelle Bowman

AI summary Economic growth has gained momentum, yet persistent inflation necessitates a shift in monetary policy focus toward price stability. While labor markets have stabilized, inflationary pressures—exacerbated by geopolitical tensions in the Middle East and rapid AI-related capital…

  • FOMC
  • Basel III
  • PCE

EnglishSummary · Transcript

David Lin

Bankruptcy Wave, Collapse Of Tech: Rosenberg Vs. Bianco On AI Bubble, Fed Hikes

AI summary The bond market, inflation trajectory, and the economic sustainability of the AI boom define the current financial landscape. Jim Bianco and David Rosenberg agree that bonds offer significant value at current 5% yields, serving as a core portfolio anchor. However, they diverge…

  • CPI (Consumer Price Index)
  • FOMC (Federal Open Market Committee)
  • MOVE Index

EnglishSummary · Transcript

Bianco Research

110% Chance of Fed Rate Hikes, Jensen Huang’s Exit & Why 7% Returns Are the New Reality

AI summary The Federal Reserve’s persistent hawkish stance remains the primary driver of current market volatility, as officials prioritize combating core inflation that continues to trend away from the 2% target. Jim Bianco, head of Bianco Research, notes that the bond market has shifted…

  • Fed
  • PPI (Producer Price Index)
  • Basis point

EnglishSummary · Transcript

More new episodes

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  2. 419: Dux-Soup: From Side Project to Bootstrapped 7-Figure SaaS - with Will van der Sanden

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  3. 418: Anaconda: From Bootstrapped Startup to 40M Users - with Peter Wang

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  4. 417: CV Partner: From Developer to $5.5M ARR Saas CEO - with Erling Linde

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary55 min
  5. 416: Flodesk: Bootstrapping a $27M ARR Email Marketing SaaS - with Martha Bitar

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 3 min
  6. 415: Customer.io: 18 Months to $10K MRR, 10 Years to $70M ARR - with Colin Nederkoorn

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary54 min
  7. 414: PushPress: From CrossFit Passion to 8-Figure SaaS - with Dan Uyemura

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  8. 413: ClickFunnels: Bootstrapping a SaaS to $140M ARR with Webinars - with Todd Dickerson

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 6 min
  9. 412: Tilled: How Firing Customers Helped Build a 7-Figure SaaS - with Caleb Avery

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary52 min
  10. 411: Lessons on Bootstrapping Three SaaS Startups to $1M+ ARR - with Adam Robinson

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 1 min
  11. 410: 7 Key User Flows to Unlock Your SaaS Growth - with Peter Loving

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 13 min
  12. 409: Movo: Lessons from Growing a SaaS in Tough Industries - with Jason Radisson

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 5 min
  13. 408: AMP: Speed and Customer Focus in Building an 8-Figure SaaS - with Patrick Barnes

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 1 min
  14. 407: PSPDFKit: Bootstrapping a SaaS: $20K to $1M ARR in 8 Months - with Jonathan Rhyne

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

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  15. 406: Vacation Tracker: 60 Waitlist Signups to $2M Bootstrapped SaaS - with Lav Crnobrnja

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  16. 405: lempire: From $1K Launch to $26M ARR Profitable SaaS - with Guillaume Moubeche

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    Summary1 h 7 min
  17. 404: Perseverance in SaaS: Navigating Pivots, Exits, and New Ventures - with Jake Stein

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 7 min
  18. 403: OnTheClock: Bootstrapping a $5M+ SaaS Without Talking to Customers - with Dean Matthews

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    Summary55 min
  19. 402: Prismatic: Unlocking PMF Through a Clear Value Proposition - with Michael Zuercher

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  20. 401: Planhat: Bootstrapping an Enterprise SaaS to 8-Figures ARR - with Kaveh Rostampor

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  21. 400: Yembo: From Cold Calls & Rejections to Scaling an AI Startup - with Zach Rattner

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    Summary46 min
  22. 399: LeanData: Overcoming New Category Challenges to 8-Figures - with Evan Liang

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  23. 398: saas.group: Scaling Bootstrapped SaaS via Acquisitions - with Tim Schumacher

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  24. 397: A Guide to Buying & Selling a SaaS Business on Marketplaces - with Juan Ignacio García

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    Summary53 min
  25. 396: From Bootstrapping Struggles to a $60M Exit and Beyond - with Bob Moore

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    Summary1 h 7 min
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