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• Excess Returns

  We take complex investing topics and make them understandable for everyday investors. Subscribe to get new interviews every week with great investors and deep dives into topics like macroeconomics, value investing, factor investing, and more.

  12 posts · theirs

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• We Asked Andy Constan What Happens If AI Funding Breaks Before the Thesis — And if Warsh Blinks

  Excess Returns · 2026-08-20

• Full Transcript: Andy Constan on Yield Suppression and AI Funding

  Excess Returns · 2026-08-20

• We Asked a Value Legend Why the Real AI Trade Isn't AI — And Why Passive Helps Stock Pickers

  Excess Returns · 2026-08-18

• Full Transcript: Bob Robotti on Misunderstood Fundamentals and Grassroots Macro

  Excess Returns · 2026-08-18

• The Midwit Graph: Five Lessons from Dom Rizzo

  Excess Returns · 2026-08-18

• Falling Rates. Rising Productivity. Are You Rooting for the Wrong Things?

  Excess Returns · 2026-08-17

• Full Transcript: Weekly Wrap on AI Productivity and Falling Rates

  Excess Returns · 2026-08-17

• Big Semi Decline. Big Rally. Big Macro Shift | What the Options Market Says Comes Next

  Excess Returns · 2026-08-16

• Full Transcript: The OPEX Effect on Rate Maxing and the Dispersion Unwind

  Excess Returns · 2026-08-16

• Jim Paulsen Sees a Growth Scare Coming | The 34 Charts That Make Him Cautious

  Excess Returns · 2026-08-14

• Full Transcript: Jim Paulsen on the Coming Shift from Inflation Fear to Growth Fear

  Excess Returns · 2026-08-13

• We Asked T. Rowe's $8 Billion Tech Manager Why We Are in 1998 — And Why Software Is in Trouble

  Excess Returns · 2026-08-12

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