Season 1

This week’s Excess Returns Weekly Wrap brings together insights from Jim Grant, Liz Ann Sonders, and Brent Donnelly to break down the biggest forces driving markets right now, including war-driven inf...

This week’s Excess Returns Weekly Wrap brings together insights from Jim Paulsen, Brent Kochuba, Anthony Wang, and Tom Hancock to break down what’s really driving markets right now—from recession sign...

This episode of Excess Returns Weekly Wrap brings together the most important ideas from a packed week of interviews, covering AI and base rates, the Magnificent Seven, commodities, macro risks, and p...

This episode of Excess Returns Weekly Recap breaks down one of the most complex market environments in recent memory, from the global oil shock and its economic ripple effects to base rates, AI-driven...