Radio and PodcastLive Radio & PodcastsBusiness
Bearish Into November. Room to Run After: Why Dan Niles Is Watching Hyperscaler Credit Default Swaps
Dan Niles joins Excess Returns to explain why he believes AI is a genuine industrial revolution and a bubble at the same time, with significant opportunity still ahead but growing risks in semiconductors, software, AI Ca...
Related Episodes
Continue listening to more episodes from Excess Returns.
Everyone Hates Bonds. Why Two Bond Managers Say You're Hating the Wrong Ones
Sep 10, 2026 - 01:05:25
All-In on the S&P 500 Worked for 18 Years Jared Dillian on Why It's Still Wrong
Sep 8, 2026 - 00:56:38
Sticky Inflation. Cheap Volatility. A Less Predictable Fed. Why Aren’t Markets More Worried?
Aug 31, 2026 - 01:02:28
The Profits Come Now. The Costs Come Later. Kevin Muir on Whether AI Earnings Are the Bubble
Aug 29, 2026 - 01:04:46