Excess Returns

The Base Case is Wrong | Paul Eitelman on AI, Reacceleration and the Pause No One Sees

Dec 26, 2025 • 57 mins

Nothing Has a Right to Exist in Your Portfolio | What the Last 15 Years Has Taught Us

Dec 24, 2025 • 57 mins

The Existential Spending Battle | Adrian Helfert on What You’re Missing in the AI Arms Race

Dec 21, 2025 • 61 mins

The Precarity Line | Ben Hunt and Adam Butler on the Broken Math of the American Dream

Dec 19, 2025 • 79 mins

The Alpha No Human Can Find | David Wright on Machine Learning's Hidden Edge

Dec 17, 2025 • 61 mins