Excess Returns (Trailer)

The Signal Before the Spike | Katie Stockton on What the Charts Tell Us About What Comes Next
Michael Mauboussin | AI, Base Rates, and Investing in the New Economy
The Stagflation Regime | Aahan Menon on What Works When Stocks and Bonds Don’t
6x Earnings. 10x Potential. | Harris Kupperman on the Inflections Wall Street Misses
The Shock No One Can Price | The Weekly Wrap - 3/29/2026