Excess Returns
Markets Panicked Over Tariffs. They Missed the Real Risk | Aahan Menon on What’s Next
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...
The Great Moderation is Over. The Great Convergence is Here | Luca Paolini on What Comes Next
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 ...
The Best Diversifier | Eric Crittenden on the Perfect Complement for 60-40
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...
The Dividend Trap | The Lesser-Known Strategy that Beats High Yield - Ryan Krueger
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...