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 | 208 | Subscribers | Read | excessreturnspod.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Widest Spread in Market History | Rob Arnott on What Investors Are Missing About AI
Rob Arnott returns to Excess Returns to discuss the biggest questions facing investors today, including the impact of geopolitical conflict, the valuation gap between U.S. and international markets, the long-term investment implications of ...
Full Transcript: Rob Arnott on AI Stocks, Valuations, and Value
Justin: Rob, welcome back to Excess Returns.
100% Out of US Stocks | Andy Constan on the Rotation Most Investors Miss
In this episode of Excess Returns, we welcome back Andy Constan of Damped Spring Advisors for a wide-ranging discussion on geopolitical risk, AI and productivity, capital flows, credit markets, fiscal policy, and the shift from US to intern...
Full Transcript: Andy Constan on Markets, AI, and Global Positioning
Justin: Andy, welcome back to Excess Returns.
Authors
The writers behind this newsletter.
We take complex investing topics and make them understandable for everyday investors.
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