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In this Weekly Wrap, Jack Forehand and Matt Zeigler break down why rising long-term bond yields may be justified by stronger nominal growth, large fiscal deficits and AI-driven capital spending, and why the bigger market risk may be an AI earnings bubble rather than a valuation bubble. Featuring Ke…
This week on the Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler break down the AI capital spending boom, the risk that data center investment is crowding out housing and other parts of the economy, and what that means for markets. Featuring Richard Bernstein, David Rosenberg, Tian Yang,…
This week on the Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler break down key investing lessons from recent conversations with Andy Constan, Liz Ann Sonders and Bob Robotti. They examine why rising long-term interest rates can coexist with a strong stock market, how rolling recessions …
On this episode of the Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler examine how the AI capital spending boom, an unpredictable Federal Reserve, reduced corporate reporting and factor investing are reshaping markets. They break down Ben Hunt's warning about private credit and AI infras…
In this week's Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler break down Jim Paulsen's warning that falling Treasury yields could become bad news for stocks if markets shift from inflation fears to growth fears, and Dom Rizzo's bullish case for AI productivity and frontier models. They …
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Excess Returns است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.