In this episode of Excess Returns, we speak with Aahan Menon, founder of Prometheus Research, about how his firm uses a systematic, data-driven approach to macro investing. Aahan breaks down how Prome...
In this episode of Excess Returns, we sit down with Luca Paolini, Chief Strategist at Pictet Asset Management, to unpack the firm’s powerful 2025 Secular Outlook: The Great Convergence. Paolini walks ...
In this episode of Excess Returns, Matt Zeigler and Jason Buck sit down with Eric Crittenden, CIO of Standpoint Funds, for a wide-ranging and candid discussion about trend following, risk transfer mar...
What Dividend Investors Get Wrong — and How to Fix It What if the traditional retirement planning model is broken — and dividend growth investing holds the key to a better path? In this episode, we si...