Excess Returns
Excess ReturnsWe 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 | 248 | Subscribers | Read | excessreturnspod.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Signal Before the Spike | Katie Stockton on What the Charts Tell Us About What Comes Next
This episode explores the growing signs of a shift beneath the surface of the market, as technical indicators point to weakening momentum in equities and a potential change in leadership. Katie Stockton joins the show to break down what rec...
When Outliers and Base Rates Collide: Five Lessons from Michael Mauboussin
For our first episode of Excess Returns, we talked to ourselves. For Kai Wu’s first episode of The Intangible Economy, he talked to Michael Mauboussin. I think we can fairly say it is advantage Kai.
Full Transcript: Katie Stockton on Market Trends and Technical Signals
Justin: Hi Katie. Welcome back to Excess Returns.
Michael Mauboussin: Base Rates, AI Adoption, and Investing in the Intangible Economy
This episode of The Intangible Economy explores how AI, intangible assets, and unprecedented capital investment are reshaping the future of markets. Michael Mauboussin joins Kai Wu to break down why today’s AI expectations may be historical...
Authors
The writers behind this newsletter.
We take complex investing topics and make them understandable for everyday investors.
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