Excess Returns
It’s Only a Question of When | Nir Kaissar on AI, Private Credit and the Regime Shift Investors Miss
In this episode of Excess Returns, we sit down with Bloomberg Opinion columnist Nir Kaissar for a wide-ranging conversation on markets, AI, interest rates, private credit, small caps, and the risks in...
$70 Billion. 18 Straight Outperforming Years | David Giroux on What Markets Are Getting Wrong
David Giroux, CIO of T. Rowe Price and manager of the Capital Appreciation strategy, joins Excess Returns for a wide ranging discussion on market valuation, AI investing, Mag 6 dynamics, utilities, he...
Lowest Cash Levels Ever | Kevin Muir on Why It's Time to Buy Hedges
In this episode of Excess Returns, we sit down with Kevin Muir, author of The Macro Tourist, for a wide-ranging conversation on market sentiment, asset rotation, and the growing signals of stress bene...
The Market That Bites Back | Victoria Greene on Surviving the Badger Market
In this episode of Excess Returns, we sit down with Victoria Greene of G Squared Private Wealth for a wide-ranging conversation on markets, macro risk, portfolio construction, and how investors should...