Excess Returns
The Signal Before the Spike | Katie Stockton on What the Charts Tell Us About What Comes Next
This episode explores the growing signs of a shift beneath the surface of the market, as technical indicators point to weakening momentum in equities and a potential change in leadership. Katie Stockt...
The Stagflation Trap | Aahan Menon on What Works When Stocks and Bonds Don’t
This episode of Excess Returns features Aahan Menon of Prometheus Research breaking down the growing risk of an inflation shock driven by energy markets and what it means for investors. The discussion...
6x Earnings. 10x Potential. | Harris Kupperman on the Inflections Wall Street Misses
This episode explores Harris “Kuppy” Kupperman’s framework for “inflection investing” and how he identifies asymmetric opportunities across global markets. The conversation dives into why he believes ...
The Apocalypse That Isn’t Coming | Larry Swedroe Busts Private Credit Myths
In this episode of Excess Returns, we sit down with Larry Swedroe to break down one of the most debated topics in markets today: private credit. Larry walks through what private credit actually is, wh...