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Excess Returns

A futurist, a financial planner and a special guest walk into a (virtual) bar, each carrying an investing topic the others don't know in advance. Join Dave Nadig and Matt Zeigler for unscripted conversations about markets, the economy, and whatever else crosses their minds. We hope you'll walk away a more informed investor - but we guarantee you'll enjoy the journey either way

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18 atal

  1. Tech Is Falling. AI Spending Isn’t. Are You Buying Peak Earnings? 51:03
  2. AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again? 1:06:30
  3. Nvidia Is Betting on Its Customers. Gen Z Is Betting on Sports. Will It All Unwind the Same Way? 55:20
  4. No Fed Guidance. No Quarterly Reports. No Data You Can Trust. Who Wins When Investors Know Less? 58:08
  5. “A Chaotic 30 Days” | What Happens When SpaceX Goes Public 56:07
  6. They Call It "Broadening." The Data Says It’s Just Two Stocks 1:00:45
  7. The Data You Trust Is Broken | What Aggregate Economic Numbers Hide 57:20
  8. Nothing Has a Right to Exist in Your Portfolio | What the Last 15 Years Has Taught Us 57:19
  9. The Bull Market Where Everyone Feels Broke | Behind the Rise of Financial Nihilism 53:32
  10. The Rate Cut Paradox: When Lower Rates Cool the Economy 54:44
  11. Navigating a Low Trust Market 58:01
  12. The Liquidity Trap Door | Why the Market's Only Solution is Also Its Biggest Risk 52:17
  13. The Market That Won’t Break | Why Risk Doesn’t Matter (Yet) 1:10:33
  14. The Big Beautiful Debt Delusion | The Unpredictable Cost of Endless Borrowing 1:07:25
  15. The Domino's Recession Indicator | The Risks Markets Are Missing 59:36
  16. The Tail Risk Tipping Point 1:14:26
  17. The Sovereign Wealth Fund Grift 1:05:13
  18. Bear Markets, Trade Wars and the Knowledge Worker Recession 1:03:39