Excess Returns
Rising Risk. Raising Cash | Aswath Damodaran on Managing His Own Money in a World of AI
In this episode of Excess Returns, Professor Aswath Damodaran joins Matt Zeigler and Kai Wu for a wide-ranging conversation on valuation, portfolio construction, and how investors should think about r...
The Great Moderation Is Over | Liz Ann Sonders on What Replaces It
In this episode of Excess Returns, we welcome back Liz Ann Sonders to discuss the evolving market and economic landscape heading into 2026. The conversation focuses on why this cycle feels fundamental...
The 100 Year Pivot | Grant Williams on the Regime Shift No One is Prepared For
This episode of Excess Returns features a wide ranging conversation with Grant Williams on what he calls the hundred year pivot. Grant explains why today’s environment feels fundamentally different fr...
Sold At "Irrational Exuberance". Still Lost Money | Sam Ro on the Bubble Paradox
In this episode of Excess Returns, we dive deep into one of the most pressing investing debates today: how to think about valuations, profit margins, and artificial intelligence in a market that feels...