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.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 372 | Founded | 10 months ago | Last Issue | 4 days ago |
| Active | |||||
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excessreturnspod.substack.comLatest Issues
He Wrote the Book on 100-Baggers | Chris Mayer on SpaceX, AI Reckoning, and Why Early Is Overrated
On this episode of the 100 Year Thinkers, Chris Mayer and Matt Zeigler discuss long-term investing, 100-baggers, AI stocks, SpaceX valuation, founder-led companies, and why the best investments often come with brutal drawdowns. We also cove...
Full Transcript: Chris Mayer on SpaceX, AI, and the Long Game
Matt: You’re watching Excess Returns, the channel that makes complex investing ideas simple enough to actually use, where better questions lead to better decisions. I’m Matt Zeigler, and 100-Year Thinkers, they’re dropping like flies. I mea...
We Asked GMO’s Head of Asset Allocation Why This Bubble is Easy — But Investors Will Get it Wrong
Ben Inker of GMO joins Excess Returns to break down whether the AI boom is an investment bubble, how it compares to 2000, 2007 and 2021, and why today’s risk may be more about earnings than valuations.
We also discuss AI capital spending,...
Full Transcript: Ben Inker on the AI Bubble and Private Equity
Justin: Ben, welcome back to Excess Returns. Thank you for joining us.
Ben: Very happy to be here.
Justin: We were just talking, it was 2021 the last time you were on the podcast. It’s hard to believe it was that many years ago. But we al...
Finding Quality Growth in Emerging Markets with Ian Smith
Ian Smith, portfolio manager at William Blair, joins Excess Returns to break down emerging markets, global diversification, and why EM may offer a very different opportunity set than US stocks. We discuss AI capex, the role of Korea, Taiwan...
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We take complex investing topics and make them understandable for everyday investors.
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