Two Quants and a Financial Planner

This episode of Excess Returns Weekly Wrap brings together the most important ideas from a packed week of interviews, covering AI and base rates, the Magnificent Seven, commodities, macro risks, and p...

This episode of Excess Returns Weekly Recap breaks down one of the most complex market environments in recent memory, from the global oil shock and its economic ripple effects to base rates, AI-driven...

This week’s Excess Returns Weekly Wrap breaks down the biggest market drivers right now, including how markets price (or fail to price) war risk, why volatility signals are flashing unusual warnings, ...

In this episode, we break down the most important insights from the week on Excess Returns,, with insights from Vitaliy Katsenelson, Jim Paulsen, and Joseph Shaposhnik. Markets today are being shaped ...