Excess Returns

46% of the S&P 500 is One AI Bet | Kai Wu on Why It’s Likely the Wrong One

Feb 10, 2026 • 62 mins

It’s Only a Question of When | Nir Kaissar on AI, Private Credit and the Regime Shift Investors Miss

Feb 9, 2026 • 64 mins

$70 Billion. 18 Straight Outperforming Years | David Giroux on the Index Trap and AI Hype

Feb 7, 2026 • 64 mins

Lowest Cash Levels Ever | Kevin Muir on Markets at Extremes

Feb 4, 2026 • 70 mins

The Market That Bites Back | Victoria Greene on Surviving the Badger Market

Feb 2, 2026 • 60 mins