Excess Returns

Excess Returns

Join hosts Jack, Justin, and Matt as they chat with finance experts, breaking down investing topics like macroeconomics and value strategies to boost your investment skills.

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The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet

S1 E377 • 67 mins • Oct 29, 2025

Recent Episodes

Oct 29, 2025

The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet

S1 E377 • 67 mins

Oct 28, 2025

The Inflation Risk Investors Miss | Nancy Davis

S1 E376 • 39 mins

Oct 27, 2025

The 40 CAPE Conundrum | Meb Faber on What High Valuations Mean for Markets

S1 E375 • 61 mins

Oct 26, 2025

Everyone Feared Recession. His Data Said Otherwise | US Bank CIO Eric Freedman on What It Says Now

S1 E374 • 59 mins

Oct 25, 2025

Most Never Escape Stage 3 | Rick Ferri on the Education of an Index Investor

S1 E373 • 62 mins

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