Excess Returns

The Secular Plateau | Chris Bloomstran on Why We May Be at Peak Valuations

Apr 22, 2026 • 68 mins

We Asked David Rosenberg Why He Owns Almost No US Stocks — and What He Holds Instead

Apr 19, 2026 • 65 mins

The Resilience No One Trusts | Brent Donnelly on Why War and Oil Haven’t Broken This Market

Apr 17, 2026 • 64 mins

The Bear Market No One Sees | Liz Ann Sonders on the Real Story Indexes Hide

Apr 15, 2026 • 64 mins

The Forever Invariable Truth | Jim Grant on War, Inflation, and What Comes Next

Apr 13, 2026 • 63 mins