Episodes

False Recession Alarms. Real Risks. | Aahan Menon on What Investors Are Missing
Excess ReturnsJuly 16, 2025x
333
00:57:1152.36 MB

False Recession Alarms. Real Risks. | Aahan Menon on What Investors Are Missing

Why didn’t the long-predicted recession arrive? In this episode, we talk with Aahan Menon, founder of Prometheus Research, about why traditional macro models are breaking down and what investors are m...

The Fourth Turning is Here. But It Isn’t What You Think | Practical Lessons from Neil Howe
Two Quants and a Financial Planner July 14, 2025x
121
00:55:4251 MB

The Fourth Turning is Here. But It Isn’t What You Think | Practical Lessons from Neil Howe

In this episode, Matt Zeigler and Dave Nadig revisit one of the most popular interviews on Excess Returns—our deep-dive conversation with Neil Howe, co-author of The Fourth Turning . But instead of le...

All-Time Highs. Record Complacency | What the Options Market Tells Us About What Comes Next
The OPEX EffectJuly 14, 202501:00:2455.31 MB

All-Time Highs. Record Complacency | What the Options Market Tells Us About What Comes Next

Markets are sitting at all-time highs, but under the surface, the options market is flashing signs of extreme positioning. In this episode, Brent Kochuba of SpotGamma returns to break down the latest ...

How Option Dealer Flows Impact the Stock Market
Excess ReturnsJuly 11, 202500:50:3046.24 MB

How Option Dealer Flows Impact the Stock Market

Billions are moving through the stock market every day—but not for the reasons most investors think. In this episode, Brent Kochuba of SpotGamma breaks down the hidden world of options dealer flows an...

Gamma, Vanna, Charm and the Basics of Options Dealer Flows

Gamma, Vanna, Charm and the Basics of Options Dealer Flows

What if the biggest market moves aren't driven by fundamentals—but by flows you can't see? In this episode, Brent Kochuba of SpotGamma joins us to explain the hidden mechanics of the options m...

The Great Moderation is Over. The Great Convergence is Here | Luca Paolini on What Comes Next
Excess ReturnsJuly 08, 2025x
332
00:58:1053.26 MB

The Great Moderation is Over. The Great Convergence is Here | Luca Paolini on What Comes Next

In this episode, we speak with Luca Paolini, Chief Strategist at Pictet Asset Management, about the firm’s 2025 Secular Outlook and the unfolding shift in global markets. Paolini argues that the era o...

When Easy Markets Hide Hard Truths | Practical Lessons from Richard Bernstein
Two Quants and a Financial Planner July 06, 2025x
120
00:59:4354.68 MB

When Easy Markets Hide Hard Truths | Practical Lessons from Richard Bernstein

In this episode, we highlight the biggest lessons from our Excess Returns interview with renowned strategist Richard Bernstein. We explore the paradox of today’s markets: why they feel easy, and what ...

The Market That Won’t Break | Why Risk Doesn’t Matter (Yet)
Click BetaJuly 02, 202501:10:3364.6 MB

The Market That Won’t Break | Why Risk Doesn’t Matter (Yet)

In this episode of Click Beta, Matt Zeigler, Jason Buck, andDave Nadig dive deep into the paradoxical world of modern markets wheregeopolitical chaos meets relentless bullish sentiment. From potential...

QE Myths. Free Trade Lies. Fatal Mistakes | 12 Great Investors Share Their Most Unpopular Beliefs
Two Quants and a Financial Planner June 30, 2025x
119
00:51:3447.21 MB

QE Myths. Free Trade Lies. Fatal Mistakes | 12 Great Investors Share Their Most Unpopular Beliefs

Some of the most insightful investment conversations start with a single question: “What do you believe that most of your peers disagree with?” In this episode of Excess Returns, Jack Forehand and Mat...