Season 1
The Private Credit Apocalypse That Isn’t Coming | Larry Swedroe Dispels the Myths
In this episode of Excess Returns, we sit down with Larry Swedroe to break down one of the most debated topics in markets today: private credit. Larry walks through what private credit actually is, wh...
Nothing Is Priced In | Bob Elliott on Why Investors Are Misreading the Oil Shock
This episode of Excess Returns features Bob Elliott discussing the growing fragility in the global economy as an oil shock collides with a shift from an income-driven to a savings-driven system. The c...
The War Markets Can't Price | Jared Dillian on the Regime Change Investors Miss
In this episode, Jared Dillian joins Excess Returns to break down why markets consistently misprice major regime shifts, geopolitical risks, and inflation shocks—and what that means for investors toda...
They Call It a Lottery Ticket. The Data Says Otherwise | D.A. Wallach on The Hidden Alpha of Biotech
Biotech is one of the few areas in investing where specialized knowledge may still generate persistent alpha. In this episode of Excess Returns, D.A. Wallach, venture capitalist and co-founder of Time...