Episodes
The Volatility Shift No One Sees | What the Options Market Says About What Comes Next
In this episode, Jack Forehand is joined by Brent Kochuba from SpotGamma to break down how options market flows are increasingly shaping equity market behavior. The conversation focuses on January opt...
The Bubble Most Will Get Wrong | Aswath Damodaran on How He is Managing His Own Money in a World of AI
In this episode of Excess Returns, Professor Aswath Damodaran joins Matt Zeigler and Kai Wu for a wide-ranging conversation on valuation, portfolio construction, and how investors should think about r...
The Great Moderation Is Over | Liz Ann Sonders on What Replaces It
In this episode of Excess Returns, we welcome back Liz Ann Sonders to discuss the evolving market and economic landscape heading into 2026. The conversation focuses on why this cycle feels fundamental...
The Regime Shift No One is Prepared For | Grant Williams on the 100 Year Pivot
This episode of Excess Returns features a wide ranging conversation with Grant Williams on what he calls the hundred year pivot. Grant explains why today’s environment feels fundamentally different fr...
Sold At "Irrational Exuberance". Still Lost Money | Sam Ro on the Bubble Paradox
In this episode of Excess Returns, we dive deep into one of the most pressing investing debates today: how to think about valuations, profit margins, and artificial intelligence in a market that feels...
Long-Term Uptrend. Short-Term Warning Signs | Katie Stockton on What Charts Say About What's Next
In this episode of Excess Returns, Katie Stockton of Fairlead Strategies joins Matt Zeigler and Justin Carbonneau to walk through her technical outlook for markets as we head into 2026. The conversati...
It’s Not K-Shaped. It’s No Shaped | Jim Paulsen on What You're Getting Wrong About 2026
Subscribe to the Jim Paulsen Show on Apple Podcasts https://podcasts.apple.com/us/podcast/the-jim-paulsen-show/id1828054999 Subscribe on Spotify https://open.spotify.com/show/3QaBDVGuBZ3cZfFZ4mq...
The Data is Hot. The Economy is Not | Jim Paulsen on What You're Getting Wrong About 2026
In this episode of the Jim Paulsen Show, Jim Paulsen joins Jack Forehand and Justin Carbonneau to break down what the economy and markets may really be signaling beneath the headline numbers. Drawing ...
The Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen
In this episode, we discuss our biggest lessons from our interview with Bill Bengen, the creator of the 4 percent rule, and are joined by special guest Ben Tuscai. We explore how one of the most widel...