Podcasts

He Invested Through Five Bubbles. He Wrote the Book on Them | The Weekly Wrap - 5/17/2026

Watch now | Insights from Jeremy Grantham, Andy Constan, Edward Chancellor and Marc Rubinstein

21 hrs ago • Excess Returns

1:08:07

We Asked Jeremy Grantham Why AI Won’t Boost Profits — and What It Will Do Instead

Watch now | GMO Founder on AI, Mean Reversion and Why He Isn't a Permabear

May 17 • Excess Returns

1:04:24

Financial Risk Has Quietly Left the Banks | Marc Rubinstein on Where it Went

Watch now | A Deep Dive Into the Modern Financial System

May 15 • Excess Returns

1:03:32

He Invested Through Five Bubbles | Andy Constan on What They Taught Him About AI

Watch now | What History Tells Us About Investing During Bubble Regimes

May 15 • Excess Returns

1:04:09

He Wrote the Book on Bubbles | Edward Chancellor On If AI is Different

Watch now | What Capital Cycle Theory Tells Us About AI

May 13 • Excess Returns

1:16:29

The S&P 500 is Just 46 Stocks. 89% of the Economy is Flatlining | What We Learned This Week

Watch now | The Excess Returns Weekly Wrap - 5/10/2026

May 11 • Excess Returns

1:06:30

We Asked an Options Expert Why This Rally Hasn’t Broken

Watch now | Brent Kochuba on the Options Flows Driving the Market Behind the Scenes

May 11 • Excess Returns

1:06:58

We Asked a $4.5B Quant Manager Why the S&P 500 Is Just 46 Stocks — and Why Small Caps Aren't Dead

Watch now | Bridgeway Co-CIO on Concentration, Value Investing and Why the Small-Cap Premium Lives On

May 9 • Excess Returns

1:02:46

New Era Boom. Old Era Bust | Jim Paulsen on the Economy AI Is Hiding

Watch now | Jim on the BoomBusting Economy - And What it Means for Investors

May 7 • Excess Returns

54:37

The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate

Watch now | Why the last real moat may have been here all along

May 4 • Excess Returns

1:16:27

We Asked Rich Bernstein and Chris Davis Why This Market Isn’t as Safe as It Feels

Watch now | The Excess Returns Weekly Wrap - 5/3/2026

May 4 • Excess Returns

1:09:48

We Asked Ben Hunt, Jim Paulsen, Kevin Muir and Brent Kochuba Why Bad News Can't Break This Market

Watch now | Why is the Market Near All Time Highs Despite War, an Oil Shock and Credit Stress?

May 2 • Excess Returns

1:07:20

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