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 | 566 | Founded | a year ago | Last Issue | 2 days ago |
| Active | |||||
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excessreturnspod.substack.comLatest Issues
Tech is Selling Off. AI Debt Fears Are Rising. So Why Does a $4B Manager See S&P 9,300 Next Year?
Jay Hatfield of Infrastructure Capital Advisors makes the case for an AI “reverse bubble” and explains how earnings growth, interest rates, and valuation shape his market outlook. Rather than treating AI spending as proof of excess, he look...
Full Transcript: Jay Hatfield on AI, Rates, and Income
Justin: Jay, welcome to Excess Returns. Thank you very much for joining us.
Jay: Great. Thanks for having me on.
Justin: For anyone that doesn’t know you, you are founder and CEO of Infrastructure Capital Advisors, where you run a family...
The S&P 500 Is Just 50 Stocks. The Nasdaq Is a 67% AI Bet. What Else Is Hiding in Your Funds?
Kai Wu of Sparkline Capital shows how to uncover hidden AI exposure, overlapping ETF holdings, and unintended factor bets in your portfolio. Owning several funds can still leave you dependent on the same companies and the same AI spending c...
Full Transcript: Kai Wu on Hidden Portfolio Risks
Matt: You’re watching Excess Returns, a channel that makes complex investing ideas simple enough to actually use, where better questions lead to better decisions. I’m Matt Zeigler. Justin Carbonneau is my co-host today. And if you want AI b...
A Fund Made 18.5% a Year. Its Investors Lost Money | Daniel Crosby on Why Good Returns Aren't Enough
Daniel Crosby explains why investors can lose money in winning funds and how to build a portfolio they can actually hold. Picking the right investment is only part of the challenge; staying with it through discomfort is where behavior can o...
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We take complex investing topics and make them understandable for everyday investors.
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