Podcast Index

Podcasts

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Excess Returns Excess Returns Excess Returns SER Vegas Altas SER Vegas Altas Cadena SER Radio Melilla Radio Melilla Cadena SER SER Tierra de Barros SER Tierra de Barros Cadena SER SER Poniente SER Poniente Cadena SER SER Norte de Extremadura SER Norte de Extremadura Cadena SER Radio Huesca Radio Huesca Cadena SER Radio Tarancón Radio Tarancón Cadena SER SER Avilés SER Avilés Cadena SER TRAVELLING WITHOUT MOVING TRAVELLING WITHOUT MOVING J-WAVE Moving Abroad Life — Deep Research on the Best Places to Live, Relocate & Start Over Moving Abroad Life — Deep Research on the Best Places to Live, Relocate & Start Over MovingAbroad.life Mount Gilead Baptist Church Mount Gilead Baptist Church WGTJ Radio YOKOHAMA My Choice! YOKOHAMA My Choice! Fm yokohama 84.7(FMヨコハマ) WINAMAX FOOTBALL CLUB WINAMAX FOOTBALL CLUB Winamax The Automated Daily - Hacker News Edition The Automated Daily - Hacker News Edition TrendTeller League of Inches League of Inches Joel Johnston Of-By-For the People! Of-By-For the People! Clint Powell PowerPoint Tribe Global PowerPoint Tribe Global Powerpoint Tribe Psychedelic Chill Music Podcast Psychedelic Chill Music Podcast Psychedelic Chill Music First Church God Red Bluff Sermons First Church God Red Bluff Sermons Sean Story Actu Crypto - L'actualité des cryptomonnaies en direct Actu Crypto - L'actualité des cryptomonnaies en direct Actu Crypto - L'actualité des cryptomonnaies en direct Anti-Neocon Report Anti-Neocon Report Ryan Dawson WuBlockchain Podcast WuBlockchain Podcast WuBlockchain Podcast Podcast and Chill with MacG Podcast and Chill with MacG Podcast and Chill Network Tell Me Your Story (Slow Spanish Stories) Tell Me Your Story (Slow Spanish Stories) Andrea La Mexicana MPW Digital MPW Digital Blue Wire צריכות טיפול ⋮ נועה ומיכל מנור צריכות טיפול ⋮ נועה ומיכל מנור TOX10 - זה הדיבור Half Price Horror Half Price Horror John Seavey Palace Intrigue :  King Charles, Meghan Markle and all the Royal Family gossip Palace Intrigue : King Charles, Meghan Markle and all the Royal Family gossip Caloroga Shark Media / The Daily Royal Family Podcast Brave The New World Brave The New World Matthew Carano, CJ Killmer Affaire suivante Affaire suivante BFMTV Lutherstiftelsen Lutherstiftelsen https://lutherstiftelsen.se/ Deep House Moscow Deep House Moscow Deep House Moscow FIROCKX.ONE WM Doppelpass FIROCKX.ONE WM Doppelpass SPORT1, Florian König, Ruth Hofmann und Katharina Kleinfeldt The Automated Daily - AI News Edition The Automated Daily - AI News Edition TrendTeller JPost Headlines JPost Headlines Jerusalem Post Podcasts Modern Classical Music Podcast Modern Classical Music Podcast Tandy Venice
Excess Returns

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Excess Returns

Excess Returns

We Asked Meb Faber Why US Stocks Won for 250 Years — And If It Can Continue

July 05, 2026 6:20am 1:01

Meb Faber, co-founder and CIO of Cambria Investment Management, joins Excess Returns to discuss his new book, Investing in America: The Rise of a 250 Year Bull Market.We explore why the United States became one of the gr...

Semis Gone Parabolic. Fed Credibility Reversal. Can the Rally Survive the Flows?

July 03, 2026 4:45pm 1:04

In this episode of Last Call, we look back at June 2026 and break down the biggest market stories shaping investors’ outlook for the second half of the year. Matt Zeigler and Jack Forehand are joined by Andy Constan, Ben...

The AI Trade, the Fed and the Next Phase of the Bull Market | Warren Pies

July 02, 2026 3:54am 55 min

Warren Pies of 3Fourteen Research joins Excess Returns to break down the AI bull market, the macro risks investors should watch, and why the data still supports continued strength in semiconductors and equities. We discu...

He Wrote the Book on Why Moats Fail | Ritavan on What Actually Compounds Instead

July 01, 2026 6:56am 1:11

Ritavan joins Excess Returns to explain The System Gambit, a new framework for understanding competitive advantage, business strategy, AI disruption and long-term compounding. We discuss why traditional moat checklists c...

The 100 Year Thinkers: Chris Mayer on SpaceX, AI Reckoning, and Why Early Is Overrated

June 27, 2026 3:24pm 58 min

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...

We Asked GMO’s Head of Asset Allocation Why This Bubble is Easy — But Investors Will Get it Wrong

June 24, 2026 8:25am 1:09

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...

Finding Quality Growth in Emerging Markets with Ian Smith

June 22, 2026 6:52am 57 min

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...

The $2 Trillion Question | Tobias Carlisle on SpaceX, the AI Buildout, and the Rotation No One Sees

June 20, 2026 8:10am 58 min

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...

The Trillion Dollar Gap | Aswath Damodaran on SpaceX, AI and the Big Market Delusion

June 18, 2026 8:00pm 1:08

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...

Andy Constan on the SpaceX IPO, AI CapEx, and the End of the Buyback Tailwind

June 16, 2026 1:55pm 59 min

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...

The SpaceX IPO Meets a Huge Options Expiration | Brent Kochuba on What Comes Next

June 13, 2026 1:27pm 1:08

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 on What Happens When Passive Flows Meet the Largest IPO in History

June 11, 2026 8:10am 43 min

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...

We Asked Vanguard’s Chief Economist Why AI Has Two Huge Tails — And Which One Wins

June 09, 2026 6:50am 48 min

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...

The SpaceX IPO… What Happens When $1.75 Trillion Meets 4% Float

June 06, 2026 11:10am 56 min

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...

Tech Spending Has a Cash Problem | Jim Paulsen on the Two Signals That Could Trigger a Correction

June 04, 2026 3:50pm 1:01

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...

He Quantified 200 Years of Disruption | Kai Wu on Separating Software Survivors from Value Traps

June 02, 2026 11:26am 1:03

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 ...

The Three Cracks in the AI Trade | Ben Hunt, Brent Kochuba and Aahan Menon on What Could Derail the Market's Biggest Bet

May 30, 2026 3:00pm 1:08

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...

Cheap Is a Warning, Not a Thesis | Adam Parker on What This Market Is Really Pricing

May 28, 2026 9:42am 49 min

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...

He Built the Fund He'd Hold 30 Years | Eric Crittenden on What Investors Pick When Labels Come Off

May 26, 2026 8:59am 1:06

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 on Bubbles, Private Equity and His Research Greatest Hits

May 23, 2026 4:00am 1:18

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 ...

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