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Excess Returns
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Excess Returns (Trailer)

1 min•25 november 2019

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Big Uptrend. Tech Momentum Fading | Katie Stockton on the Rotation Investors Are Missing
•54 min
We Asked a $1 Billion Quant Manager Why Concentration Isn't a Warning — and Small Caps Aren't Dead
•57 min
The $600 Billion Loop | Jeff Klingelhofer on AI, the Return of Bonds and the Fed's Third Mandate
•57 min
We Asked Meb Faber Why US Stocks Won for 250 Years — And If It Can Continue
•1 tim 2 min
Semis Gone Parabolic. Fed Credibility Reversal. Can the Rally Survive the Flows?
•1 tim 5 min
The AI Trade, the Fed and the Next Phase of the Bull Market | Warren Pies
•56 min
He Wrote the Book on Why Moats Fail | Ritavan on What Actually Compounds Instead
•1 tim 12 min
The 100 Year Thinkers: Chris Mayer on SpaceX, AI Reckoning, and Why Early Is Overrated
•58 min
We Asked GMO’s Head of Asset Allocation Why This Bubble is Easy — But Investors Will Get it Wrong
•1 tim 9 min
Finding Quality Growth in Emerging Markets with Ian Smith
•58 min

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