Seven Stocks Are 41% of the S&P | John Davi on Building Portfolios Beyond the Mag 7 Bet
John Davi of Astoria Investment Management explains how he builds diversified portfolios in a tech dominated market. With Jack Forehand and...
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Excess Returns
Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea. Justin and Jack discuss a wide range of investing topics, including factor investin...
Episodes
20 of 586 episodesChip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings?
Cameron Dawson and Dave Nadig join Matt Zeigler to examine what could break the market's resilience, from AI earnings expectations to the we...
Tech is Selling Off. AI Debt Fears Are Rising. So Why Does a $4B Manager See a Reverse Bubble?
Jay Hatfield of Infrastructure Capital Advisors makes the case for an AI "reverse bubble" and explains how earnings growth, interest rates,...
The S&P 500 Is Just 50 Stocks. The Nasdaq Is a 67% AI Bet. Kai Wu on What Else Is Hiding in Your Funds
Kai Wu of Sparkline Capital shows how to uncover hidden AI exposure, overlapping ETF holdings, and unintended factor bets in your portfolio....
Dr. Daniel Crosby on Behaviorally Optimal Portfolios, Risk Composure and the Casino Myth
Daniel Crosby explains why investors can lose money in winning funds and how to build a portfolio they can actually hold. Picking the right...
Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip?
Ted Mortonson of Baird explains why conviction in the AI boom doesn't mean buying every dip in tech stocks. He joins Jack Forehand and Justi...
He Asked 25 Finance Pros How They Invest Their Own Money: Brian Portnoy on What the Models Get Wrong
Brian Portnoy of Shaping Wealth explores why experienced investors build very different portfolios—and what that means for your own money. I...
Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI
Rob Arnott, founder of Research Affiliates and chairman of Syzygy Asset Management, examines S&P 500 concentration and who could benefit mos...
The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
Paisley Nardini of Tema ETFs explores AI investing, S&P 500 concentration, and how to build a portfolio around changing market risks. How ca...
We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
Colin McQueen of T. Rowe Price explains what is changing for international value stocks and how he separates cheap businesses from opportuni...
Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
Jim Paulsen sees a risk of a stock market correction as financial conditions tighten and investors grow comfortable with tech's long run of...
AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?
Barry Ritholtz, Dave Nadig and Matt Zeigler explore why AI's real productivity gains don't automatically translate into an investing edge. F...
The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses
Chris Davis and Robert Hagstrom explore the tension between holding great businesses and keeping a winning stock from becoming too much port...
Katie Stockton Still Sees a Bull Market. So Why Is Her ETF Only 50% in Stocks?
Katie Stockton of Fairlead Strategies explains why the S&P 500 can reach record highs while many individual stocks struggle. She sees the bu...
Tom Maher on Small-Cap Investing, AI Infrastructure and Opportunities Beyond Big Tech
Tom Maher of Hilton Capital Management explains what is changing for small-cap stocks as earnings improve and AI spending reaches beyond big...
Ed Yardeni Still Sees S&P 10,000 by 2029. So Why Is He Getting More Cautious?
Ed Yardeni of Yardeni Research explains why he still sees the S&P 500 reaching 10,000 by 2029, even as higher oil prices and bond yields mak...
The 10-Year Hit a 24-Year High. Nobody Is Buying Puts. Are You Watching the Wrong Market?
Andy Constan, Brent Kochuba and Eric Pachman examine rising bond yields, options positioning and the inflation risks facing stocks. What hap...
They Beat All US Stock Funds Since 2003 | Michael Baron on the AI Winners Investors Miss
Michael Baron of Baron Capital explains his case for AI beneficiaries beyond the biggest tech stocks, including software companies the marke...
The Game Was Rigged in Their Favor. 28% Went Bust Anyway | Kris Abdelmessih on How to Size Bets
How much of your portfolio does a good investment idea deserve? Kris Abdelmessih of Moontower joins Matt Zeigler to explain why having an ed...
We Asked the Data Journalist Who Rebuilt the Jobs Report What the Headline Number Hides
What are headline jobs and inflation numbers missing about the economy investors actually face? Eric Pachman of Data 4 The People joins Matt...