Excess Returns
The $1 Trillion Supercycle AI is Hiding | Joseph Shaposhnik on the Opportunity Investors Are Missing
On this episode of Excess Returns, Matt Zeigler and Bogumil Baranowski speak with Rainwater Equity ETF portfolio manager Joseph Shaposhnik about how long-term investors should think about markets in a...
Survival First. Returns Second | Vitaliy Katsenelson on Investing Amid Extreme Uncertainty
In this episode of Excess Returns, Matt Zeigler and Bogumil Baranowski speak with Vitaliy Katsenelson, CEO of Investment Management Associates and author of Soul in the Game. The conversation explores...
AI Isn’t a Bubble. The Stocks Are | Rob Arnott on What Investors Are Missing
Rob Arnott returns to Excess Returns to discuss the biggest questions facing investors today, including the impact of geopolitical conflict, the valuation gap between U.S. and international markets, t...
The Funding Test AI Must Pass | Andy Constan on Who Actually Pays
In this episode of Excess Returns, we welcome back Andy Constan of Damped Spring Advisors for a wide-ranging discussion on geopolitical risk, AI and productivity, capital flows, credit markets, fiscal...