Excess Returns
He Was Overweight Tech for 15 Years. He Just Downgraded the Mag Seven | Ed Yardeni Explains Why
Ed Yardeni returns to Excess Returns to break down the evolving market landscape, why he moved the Magnificent 7 to underweight, and how AI, productivity, interest rates, global markets, and sector le...
Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures
In this episode of Excess Returns, we sit down with Andrew Beer to break down managed futures, hedge fund replication, diversification, and what investors can realistically expect from these alternati...
The Water No One Can See | Graeme Forster on Six Courageous Questions for 2026
Full Paper: Six Courageous Questions for 2026 https://campaigns.orbis.com/6-courageous-questions-for-2026-us/ Full Paper: Sunrise on Venus https://www.orbis.com/au/media/v63850214696/10093/orbis-white...
The $20 Trillion Absurdity | Jim Grant on the Risk No One Sees
James Grant, legendary founder of Grant’s Interest Rate Observer, joins us for a wide-ranging conversation on cycles, interest rates, inflation, credit, the Federal Reserve, private markets, gold, and...