Excess Returns
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The Game Was Rigged in Their Favor. 28% Went Bust Anyway. Kris Abdelmessih on How to Size Bets
Excess Returns · 4.7K views · 3 days ago
Jobs Look Strong. Workers Are Disappearing | Why Eric Pachman is Watching Diesel Prices
Excess Returns · 9.1K views · 6 days ago
Show Us Your Portfolio: Rick Ferri | Why a Simple Approach Beats 90% of the Pros
Excess Returns · 57K views · 4 years ago
The "Permabear" Holds 50% Stocks. 7 Sectors Barely Grew. What If Stocks Stop Carrying the Economy?
Excess Returns · 13K views · 11 days ago
Inflation Falls When Stocks Do | Andy Constan on the Fed Hike, AI Capex and Why He Likes Bonds Again
Excess Returns · 20K views · 13 days ago
We Asked Fidelity's Ex-President What Made Peter Lynch Great — and Where Private Credit Risk Hides
Excess Returns · 14K views · 2 weeks ago
The AI Demand Is Real. The Accounting Games Are Growing. How Long Can Both Be True?
Excess Returns · 12K views · 3 weeks ago
Ben Hunt Can't Believe His Own Chart. Andy Constan Sees Problems for Semis | Last Call - July 2026
Excess Returns · 4.9K views · 2 months ago
Buffett's Mistakes Had One Cause | The 100 Year Thinkers on the Hardest Part of Holding Forever
Excess Returns · 35K views · 3 weeks ago
He Lost $157,000 in 3 Minutes | Jack Raines on the Lesson Winning Never Taught Him
Excess Returns · 6.9K views · 9 days ago
A $20B Blowup. A War-Sized AI Bet. Was the Bottom Just a Margin Call? | Last Call
Excess Returns · 11K views · 2 months ago
The $1.75T IPO No One Can Price | 6 Things That Surprised Us This Week
Excess Returns · 2.7K views · 3 months ago
We Asked a 20-Year Options Trader What Happens When Rising Rates and Oil Meet a Massive OPEX
Excess Returns and SpotGamma · 13K views · 3 weeks ago
Tech Spending Has a Cash Problem | Jim Paulsen on the Two Signals That Could Trigger a Correction
Excess Returns · 6.7K views · 3 months ago
The Panic Is in Bonds. The Risk Is in Earnings. Are You Watching the Wrong Market?
Excess Returns · 16K views · 1 month ago
We Asked GMO’s Head of Asset Allocation Why This Bubble is Easy — But Investors Will Get it Wrong
Excess Returns · 16K views · 3 months ago
All-In on the S&P 500 Worked for 18 Years | Jared Dillian on Why It's Still Wrong
Excess Returns · 15K views · 3 weeks ago
Rates Can't Spike. Data Centers Can't Fail. Why Ben Hunt is Watching the Fed Narrative Collapse
Excess Returns · 11K views · 1 month ago
We Asked T. Rowe's $8 Billion Tech Manager Why We Are in 1998 — And Why Software Is in Trouble
Excess Returns · 7.1K views · 1 month ago