Episodes

Brent Donnelly returns to Excess Returns to break down one of the most confusing market environments in years, where policy shocks, volatility, and positioning matter more than traditional fundamental...

Liz Ann Sonders of Schwab joins Excess Returns to break down how war, an oil shock, and shifting market dynamics are reshaping the investing landscape. She explains why the surface-level strength in m...

This episode features Jim Grant of Grant’s Interest Rate Observer on inflation, war, monetary policy, and the long arc of credit cycles. Grant explains why inflation is ultimately driven by monetary d...

This week’s Excess Returns Weekly Wrap brings together insights from Jim Paulsen, Brent Kochuba, Anthony Wang, and Tom Hancock to break down what’s really driving markets right now—from recession sign...

Subscribe to the OPEX Effect on Spotify⁠⁠ ⁠⁠Subscribe to the OPEX Effect on Apple Podcasts This episode of The Opex Effect breaks down why markets have remained surprisingly resilient despite geopolit...

This episode of The Opex Effect breaks down why markets have remained surprisingly resilient despite geopolitical chaos, an oil shock, and extreme headline risk. Brent Kochuba joins Jack Forehand to a...

This episode of Excess Returns features GMO’s Tom Hancock on how to think about AI as an investment opportunity and what truly defines “quality” in today’s market. The conversation breaks down the AI ...

This episode of Excess Returns features Jim Paulsen breaking down the current macro environment through a series of powerful indicators, including oil, interest rates, consumer behavior, and market se...

This episode of Excess Returns features Jim Paulsen breaking down the current macro environment through a series of powerful indicators, including oil, interest rates, consumer behavior, and market se...