Excess Returns
The Wall Street Labels That Trap You: Chris Mayer & Robert Hagstrom on How Language Misleads Markets
In this episode of our new show The 100 Year Thinkers, Robert Hagstrom, Chris Mayer, Bogumil Baranowki and Matt Zeigler explain how investors get trapped by labels, abstractions, and simplistic models...
Magnet Above. Trap Door Below | Inside the Options Flows Driving Markets with Brent Kochuba
Brent Kochuba takes a look behind the scenes at the options flows driving the market heading into the December options expiration and the end of 2025. Subscribe on Spotify https://open.spotify.com/sh...
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...