Excess Returns

This Hasn't Happened Since 1930 | Eric Pachman on Why the Labor Market is Lying to You

Cole Smead on Deficits, Inflation, and the Erosion of Earnings Quality in Technology Stocks

31 Years of Lessons: Northwestern Mutual CIO Brent Schutte on Markets, Cycles, and Diversification

The Hidden Risks of High Income Options Strategies | Shawn Gibson and Eric McArdle

In this episode of Excess Returns, Justin interviews Shawn Gibson and Eric McArdle from Liquid Strategies about option-based overlay strategies, focusing on yield and protection. They discuss the evolution of options in investor portfolios, highlighting the rise of covered call writing and principal protection strategi...

Jim Paulsen on Growth, the Fed and the Case for a Broadening Rally

Mike Philbrick on Gold, Bitcoin, and Rethinking Diversification Beyond 60/40

An Inside Look at Buffer ETFs with Jeff Chang

Record Valuations. Hidden Opportunity | Tobias Carlisle on Finding Value in an Expensive Market

Value Is Useless. Momentum Is Everything | Leigh Drogen on the Real Edge in Crypto

Show Us Your Portfolio: Aswath Damodaran

64% Never Escape Level Four | Nick Maggiulli on Climbing the Wealth Ladder

What Really Drove Buffett’s Success | Kai Wu on Berkshire's Intangible Edge

The Seven Rules of Wall Street | Sam Stovall

The 100 Year Pivot | Navigating a Changing Market with Grant Williams

The Bubble No One Can Sell | Dan Rasmussen on the Private Equity Trap

Darius Dale on the Fourth Turning, Fiscal Dominance, and the Case for a Melt-Up

The Risks of the Rise of Passive Investing | Mike Green

The Case for a Broadening Bull Market | Jim Paulsen

You’re Misreading the Rally | Liz Ann Sonders on What is Really Driving Market Returns

This Isn’t Priced In | PIMCO’s Libby Cantrill on the Policy Risks Markets Are Missing