Season 1
The Resilience No One Trusts | Brent Donnelly on Why War and Oil Haven’t Broken This Market
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...
The Bear Market No One Sees | Liz Ann Sonders on the Real Story Indexes Hide
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...
The Forever Invariable Truth | Jim Grant on War, Inflation, and What Comes Next
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...
The Risk at the End of the Whip | GMO’s Tom Hancock on Finding Conviction Amid the AI Hype
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 ...