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Buy High, Sell Higher | Travis Prentice on Dispersion, Passive's Structural Risk and Why 52 Week Highs Don't Mean What You Think
This episode explores how massive structural shifts—AI, deglobalization, and the rise of passive investing—are reshaping markets and what that means for investors. Informed Momentum Company CIO Travis Prentice breaks down why 52 week highs
The Secular Plateau | Chris Bloomstran on Why We May Be at Peak Valuations
This episode features Chris Bloomstran of Semper Augustus discussing market concentration, AI capital spending, Berkshire Hathaway, and the risks facing today’s equity investors. The conversation explores whether we are at a secular valuati
We Asked David Rosenberg Why He Owns Almost No US Stocks — and What He Holds Instead
This episode features David Rosenberg, founder of Rosenberg Research, breaking down why today’s market may be driven more by valuation excess and investor behavior than fundamentals. He explains why the biggest risks right now are not obvio
The Resilience No One Trusts | Brent Donnelly on Why War and Oil Haven’t Broken This Market
Brent Donnelly returns to Excess Returns to break down one of the most confusing market environments in years, where policy shocks, volatility, and positioning matter more than traditional fundamentals. He explains why markets can keep risi
The Bear Market No One Sees | Liz Ann Sonders on the Real Story Indexes Hide
Liz Ann Sonders of Schwab joins Excess Returns to break down how war, an oil shock, and shifting market dynamics are reshaping the investing landscape. She explains why the surface-level strength in markets is misleading, what’s really happ
The Forever Invariable Truth | Jim Grant on War, Inflation, and What Comes Next
This episode features Jim Grant of Grant’s Interest Rate Observer on inflation, war, monetary policy, and the long arc of credit cycles. Grant explains why inflation is ultimately driven by monetary debasement and why war, fiscal policy, an
The Market the Tweets Can’t Break | What the Options Market Tells Us About What Comes Next
Subscribe to the OPEX Effect on Spotify (https://open.spotify.com/show/4KR2YVJqk2lnVETMKDavJf) Subscribe to the OPEX Effect on Apple Podcasts (https://podcasts.apple.com/us/podcast/the-opex-effect/id1711880009) This episode of The Opex
The Risk at the End of the Whip | GMO’s Tom Hancock on Finding Conviction Amid the AI Hype
This episode of Excess Returns features GMO’s Tom Hancock on how to think about AI as an investment opportunity and what truly defines “quality” in today’s market. The conversation breaks down the AI value chain, challenges common assumptio
The Walmart Indicator Just Hit 2008 Levels | Jim Paulsen on the Big Difference This Time
This episode of Excess Returns features Jim Paulsen breaking down the current macro environment through a series of powerful indicators, including oil, interest rates, consumer behavior, and market sentiment. The discussion explores whether
The Inevitability No One Sees | $11 Billion Tech Manager on What Investors Miss About AI
This episode of Excess Returns features Tony Wang of T. Rowe Price discussing how investors can identify “inevitabilities” in technology and position portfolios to benefit from long-term innovation trends. The conversation explores AI, semi
