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Even God Would Be Fired Wes Gray on Bubbles, AI Valuations and Why Size Was Never the Edge artwork
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Even God Would Be Fired Wes Gray on Bubbles, AI Valuations and Why Size Was Never the Edge

Excess Returns by Excess Returns

Jul 25, 202600:56:07Business

Wes Gray joins us to explain how factor investors should think about high market valuations, S&P 500 concentration, value investing, small caps, artificial intelligence and the behavioral challenge of staying invested fo...

About This Episode

Even God Would Be Fired Wes Gray on Bubbles, AI Valuations and Why Size Was Never the Edge is an episode from Excess Returns by Excess Returns. Wes Gray joins us to explain how factor investors should think about high market valuations, S&P...

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Episode Details

Published Jul 25, 2026, 00:56:07 long, audio available.