MENGENAI PODCAST INI 🔗
Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more. Subscribe to learn along with us.
Kekerapan kemas kini:
daily
Purata panjang audio:
53 minutes
Temu bual tetamu
Bahasa Inggeris
Amerika Syarikat
592 episod
sejak 25 Nov 2019
episodic
AUDIENCE OF THIS PODCAST 🔗
~84.07% of listeners are from United States.
🇺🇸
US
84.07%
🇬🇧
GB
7.36%
🇨🇦
CA
1.36%
🇵🇭
PH
0.83%
🇦🇺
AU
0.77%
🇮🇪
IE
0.59%
🇨🇭
CH
0.53%
🇭🇺
HU
0.35%
🇨🇿
CZ
0.35%
🇮🇳
IN
0.29%
🇸🇬
SG
0.29%
🇨🇲
CM
0.23%
🇪🇸
ES
0.17%
🇫🇷
FR
0.17%
🇧🇷
BR
0.17%
🇵🇹
PT
0.17%
🇺🇦
UA
0.17%
🇷🇺
RU
0.17%
🇳🇴
NO
0.11%
🇸🇪
SE
0.11%
🇵🇸
PS
0.11%
🇩🇪
DE
0.11%
🇿🇦
ZA
0.11%
🇧🇬
BG
0.11%
🇲🇽
MX
0.11%
🇧🇩
BD
0.11%
🇳🇱
NL
0.11%
🇷🇴
RO
0.11%
Others
0.86%
* Data source: directly measured on Listen Notes. masa nyata
EPISOD TERKINI 🔗
Mike Hunstad, president of Northern Trust Asset Management, estimates that AI accounts for more than half the risk in the S&P 500. For an investor who sees real promise in AI, that poses a practical question. How much of the portfolio should depend on being right about it?
Hunstad joins Jac ...
EPISOD SEBELUMNYA 🔗
Peter Boockvar of OnePoint BFG Wealth Partners explains how AI demand can keep growing while the companies building data centers struggle to earn a return. CoreWeave has committed to years of lease payments. What happens if the price it can charge customers for computing power falls before those ...
Brent Kochuba, Ben Hunt, Aahan Menon and Eric Pachman join Matt Zeigler and Jack Forehand on November’s Last Call to make sense of the post-election selloff and the pressures facing businesses and households.
Brent Kochuba explains why the weakest AI cloud stocks caught his eye even while the N ...
Mike Green explains how passive investing is reshaping stock prices, market concentration, and the way investors build portfolios. His argument: understanding which funds receive money—and how they allocate it—is increasingly essential to understanding the stocks those funds own.
The founder of ...
Bob Elliott and Aahan Menon examine how stock-market wealth is helping consumers spend faster than their paychecks grow—and what that means for corporate profits if stocks stop rising.
Elliott, co-founder of Unlimited, and Menon, founder of Prometheus Research, join Matt Zeigler to connect house ...
Michael Howell of CrossBorder Capital explains why slowing global liquidity could challenge stocks even as AI earnings remain strong. His concern is a growing competition for funding: money is flowing into real-world investment just as a huge wave of existing debt needs refinancing.
With Jack F ...
John Davi of Astoria Investment Management explains how he builds diversified portfolios in a tech dominated market. With Jack Forehand and Justin Carbonneau, Davi walks through an alternative approach. He also explains why he sees echoes of the 1970s in today's inflation, what he watches in cre ...
Cameron Dawson and Dave Nadig join Matt Zeigler to examine what could break the market's resilience, from AI earnings expectations to the wealth effect supporting consumer spending. A healthy economy and continued data center investment may not be enough to keep stock prices rising if profit mar ...
Jay Hatfield of Infrastructure Capital Advisors makes the case for an AI "reverse bubble" and explains how earnings growth, interest rates, and valuation shape his market outlook. Rather than treating AI spending as proof of excess, he looks at contracts, financing costs, and the retur ...
Kai Wu of Sparkline Capital shows how to uncover hidden AI exposure, overlapping ETF holdings, and unintended factor bets in your portfolio. Owning several funds can still leave you dependent on the same companies and the same AI spending cycle.
In this episode of Excess Returns, Kai joins Matt ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Excess Returns, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
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‐ Benjamin "Llamacorn" Franklin
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