Excess Returns

1% Growth. Zero Jobs | Jim Paulsen on the Recession Hiding in Plain Sight

Mar 7, 2026 • 61 mins

The Widest Valuation Gap in History | Rob Arnott on What Investors Are Missing About AI

Mar 5, 2026 • 63 mins

100% Out of US Stocks | Andy Constan on AI, War Risk and the Shift Abroad

Mar 3, 2026 • 64 mins

Is AI Replacing Workers Faster Than We Think? | We Break Down the Viral AI Doom Loop Article

Mar 1, 2026 • 60 mins

The AI Panic Trade | What the Viral Doomsday AI Article Means for Markets

Feb 28, 2026 • 70 mins