Excess Returns

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Artificial Intelligence Interest Rates Market Breadth Economic Growth Equities Investment Strategy

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PodcastJim PaulsenOct 15

Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal

Technology Stocks Recession Risk Economic Growth

PodcastBen HuntOct 14

Big Tech Went All In on AI. Washington Can’t Let It Fail. Who Pays for the Backstop?

AI Infrastructure Artificial Intelligence Risk Management National Security Energy Markets Interest Rates

PodcastBarry RitholtzOct 13

AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?

Artificial Intelligence AI Infrastructure Market Breadth Fixed Income Interest Rates Economic Growth

PodcastJack ForehandOct 12

The S&P Hit a Record. 73% of Stocks Are Below Their 50-Day. What Is Your Index Fund Betting On?

Equities Market Breadth Market Valuations Corporate Earnings Investment Strategy Interest Rates

PodcastBrent KochubaOct 11

The 10-Year Hit 5.35%. OpenAI Came Up $20 Billion Short. So Why Is Nobody Buying Puts?

Market Volatility Trading Strategies Market Structure Interest Rates Artificial Intelligence Market Breadth

PodcastChris DavisOct 9

The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses

Investment Strategy Artificial Intelligence Market Valuations

PodcastKatie StocktonOct 8

Katie Stockton Still Sees a Bull Market. So Why Is Her ETF Only 50% in Stocks?

Technical Analysis Market Breadth Equities Bitcoin Commodities Interest Rates

PodcastTom MaherOct 7

You Own the Mag Seven. Small Caps Are Building What AI Needs. Is the Market About to Notice?

Artificial Intelligence Equities Economic Growth Market Breadth Interest Rates Investment Strategy

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