Excess Returns

Classifications

Macro & Economic AnalysisInvestment Strategies & Portfolio ConstructionTechnology & AI

Videos (77)

The Signal Before the Spike | Katie Stockton on What the Charts Tell Us About What Comes Next

Apr 3, 2026, 12:30 PM•PT48M35S

Observed vs Expected

Metric	Observed	Expected
Views	6,480	2,317.5
Likes	265	76.5

Not Once in 18,900 Tries | Michael Mauboussin on What History Says About AI Growth

PT1H1M13S

Apr 1, 2026, 2:01 PM•PT1H1M13S

Observed vs Expected

Metric	Observed	Expected
Views	7,465	3,460
Likes	218	103

The Stagflation Shift | Aahan Menon on What Works When Stocks and Bonds Don’t

PT58M15S

Mar 31, 2026, 1:32 PM•PT58M15S

Observed vs Expected

Metric	Observed	Expected
Views	3,907	3,590
Likes	108	78

6x Earnings. 10x Potential. | Harris Kupperman on the Inflections Wall Street Misses

PT1H2M49S

Mar 30, 2026, 12:37 PM•PT1H2M49S

Observed vs Expected

Metric	Observed	Expected
Views	10,017	3,590
Likes	248	78

The Shock No One Can Price | The Weekly Wrap - 3/29/2026

PT1H7M9S

Mar 29, 2026, 1:00 PM•PT1H7M9S

Observed vs Expected

Metric	Observed	Expected
Views	4,680	3,590
Likes	113	78

The Moment Everyone Knew That Everyone Knew | The War That Rewrote the Rules

PT1H9M12S

Mar 28, 2026, 12:32 PM•PT1H9M12S

Observed vs Expected

Metric	Observed	Expected
Views	7,495	3,590
Likes	212	78

They Want You to Panic | Larry Swedroe on Why Private Credit Won't Crash the Economy

PT1H10S

Mar 26, 2026, 12:47 PM•PT1H10S

Observed vs Expected

Metric	Observed	Expected
Views	4,903	3,759
Likes	105	79

Nothing Is Priced In | Bob Elliott on Why Investors Are Misreading the Oil Shock

PT58M24S

Mar 25, 2026, 12:38 PM•PT58M24S

Observed vs Expected

Metric	Observed	Expected
Views	11,582	3,759
Likes	286	79

Most Stocks Don’t Matter | The 100 Year Thinkers on the Outliers That Break Base Rates

PT1H11M46S

Mar 23, 2026, 11:34 AM•PT1H11M46S

Observed vs Expected

Metric	Observed	Expected
Views	6,145	3,759
Likes	172	79

The War No One Can Price | The Weekly Wrap – 3/22/2026

PT1H10M55S

Mar 22, 2026, 11:01 AM•PT1H10M55S

Observed vs Expected

Metric	Observed	Expected
Views	4,879	3,759
Likes	151	79

A 3% Drop from VIX 40 | What the Options Market Tells Us About What Comes Next

PT1H10M

Mar 20, 2026, 12:00 PM•PT1H10M

Observed vs Expected

Metric	Observed	Expected
Views	13,476	10,874
Likes	381	222.5

Down 50%. Up 200% | Jared Dillian on the Regime Change Investors Aren't Ready For

PT1H3M19S

Mar 19, 2026, 11:59 AM•PT1H3M19S

Observed vs Expected

Metric	Observed	Expected
Views	8,331	10,874
Likes	205	222.5

5% Odds. 10-Year Payoffs | The Brutal Math of Biotech Investing

PT1H5M15S

Mar 16, 2026, 12:36 PM•PT1H5M15S

Observed vs Expected

Metric	Observed	Expected
Views	3,158	10,874
Likes	54	222.5

14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026

PT1H4M54S

Mar 14, 2026, 12:28 PM•PT1H4M54S

Observed vs Expected

Metric	Observed	Expected
Views	2,613	10,874
Likes	69	222.5

The $1 Trillion Supercycle AI is Hiding | Joseph Shaposhnik on the Opportunity Investors Are Missing

PT1H5M55S

Mar 12, 2026, 1:56 PM•PT1H5M55S

Observed vs Expected

Metric	Observed	Expected
Views	5,120	10,874
Likes	114	222.5

Survival First. Returns Second | Vitaliy Katsenelson on Investing Amid Extreme Uncertainty

PT1H12M13S

Mar 10, 2026, 2:40 PM•PT1H12M13S

Observed vs Expected

Metric	Observed	Expected
Views	5,030	10,874
Likes	122	222.5

When AI, Value, and Credit Collide | The Weekly Market Insight – March 8, 2026

PT1H1M19S

Mar 8, 2026, 4:40 PM•PT1H1M19S

Observed vs Expected

Metric	Observed	Expected
Views	4,391	10,874
Likes	117	222.5

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

PT1H1M36S

Mar 7, 2026, 1:51 PM•PT1H1M36S

Observed vs Expected

Metric	Observed	Expected
Views	7,589	10,874
Likes	188	222.5

AI Isn’t a Bubble. The Stocks Are | Rob Arnott on What Investors Are Missing

PT1H3M5S

Mar 5, 2026, 1:30 PM•PT1H3M5S

Observed vs Expected

Metric	Observed	Expected
Views	10,183	10,874
Likes	224	222.5

The Test AI Must Pass | Andy Constan on AI, War Risk and the Shift Abroad

PT1H4M4S

Mar 3, 2026, 1:34 PM•PT1H4M4S

Observed vs Expected

Metric	Observed	Expected
Views	10,472	10,874
Likes	273	222.5

The AI Doom Loop | We Break Down Citrini’s Viral AI Crash Story

PT1H31S

Mar 1, 2026, 5:19 PM•PT1H31S

Observed vs Expected

Metric	Observed	Expected
Views	3,730	10,874
Likes	88	222.5

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

PT1H9M45S

Feb 28, 2026, 2:25 PM•PT1H9M45S

Observed vs Expected

Metric	Observed	Expected
Views	3,731	10,874
Likes	113	222.5

He Tested Over 20 Popular Portfolio Strategies | Cullen Roche on What Actually Works

PT59M49S

Feb 27, 2026, 2:07 PM•PT59M49S

Observed vs Expected

Metric	Observed	Expected
Views	5,013	10,874
Likes	157	222.5

The Edge Has Shifted | Matt Reustle on How the Best Investors Use AI

PT1H3M37S

Feb 25, 2026, 4:02 PM•PT1H3M37S

Observed vs Expected

Metric	Observed	Expected
Views	3,917	10,874
Likes	77	222.5

When You've Won the Game, Stop Playing | What Great Investors Taught Us About Portfolio and Purpose

PT1H8M23S

Feb 23, 2026, 2:53 PM•PT1H8M23S

Observed vs Expected

Metric	Observed	Expected
Views	8,460	10,874
Likes	200	222.5

This Hasn’t Happened Since 1999 | The 100 Year Thinkers on Why Safe Stocks Have Become Dangerous

PT1H15M40S

Feb 21, 2026, 5:17 PM•PT1H15M40S

Observed vs Expected

Metric	Observed	Expected
Views	10,151	10,874
Likes	251	222.5

The Capitalism No One Sees | Jason Hsu on What Investors Miss About China

PT1H3M5S

Feb 19, 2026, 5:02 PM•PT1H3M5S

Observed vs Expected

Metric	Observed	Expected
Views	4,470	10,874
Likes	86	222.5

The Data You Trust Is Broken | What Aggregate Economic Numbers Hide

PT57M21S

Feb 17, 2026, 1:01 PM•PT57M21S

Observed vs Expected

Metric	Observed	Expected
Views	5,373	10,874
Likes	169	222.5

This Only Happens in Markets Down 30% | Brent Kochuba on the Rotation You're Missing

PT1H6M51S

Feb 15, 2026, 1:29 PM•PT1H6M51S

Observed vs Expected

Metric	Observed	Expected
Views	15,347	10,874
Likes	413	222.5

The Fourth Turning is Here | Neil Howe and Ben Hunt on Inflation, Trust and What Comes Next

PT1H11M53S

Feb 13, 2026, 1:35 PM•PT1H11M53S

Observed vs Expected

Metric	Observed	Expected
Views	37,879	10,874
Likes	724	222.5

You Can't Eat Risk-Adjusted Returns | AQR's Pete Hecht on Beating Stocks Without Giving Them Up

PT59M32S

Feb 12, 2026, 2:38 PM•PT59M32S

Observed vs Expected

Metric	Observed	Expected
Views	5,128	10,874
Likes	92	222.5

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

PT1H2M27S

Feb 10, 2026, 4:34 PM•PT1H2M27S

Observed vs Expected

Metric	Observed	Expected
Views	13,951	10,874
Likes	264	222.5

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

PT1H4M36S

Feb 9, 2026, 1:40 PM•PT1H4M36S

Observed vs Expected

Metric	Observed	Expected
Views	7,906	10,874
Likes	182	222.5

$70 Billion. 18 Straight Outperforming Years | David Giroux on What Markets Are Getting Wrong

PT1H4M43S

Feb 7, 2026, 3:01 PM•PT1H4M43S

Observed vs Expected

Metric	Observed	Expected
Views	19,281	10,874
Likes	438	222.5

The Bull Market No One Sees | Jim Paulsen on How Leadership Shifts Without a Crash

PT1H5S

Feb 6, 2026, 3:45 PM•PT1H5S

Observed vs Expected

Metric	Observed	Expected
Views	9,426	10,874
Likes	236	222.5

Lowest Cash Levels Ever | Kevin Muir on Why It's Time to Buy Hedges

PT1H10M2S

Feb 4, 2026, 1:41 PM•PT1H10M2S

Observed vs Expected

Metric	Observed	Expected
Views	18,195	10,874
Likes	451	222.5

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

PT1H12S

Feb 2, 2026, 2:42 PM•PT1H12S

Observed vs Expected

Metric	Observed	Expected
Views	6,184	10,874
Likes	198	222.5

Last Call: January 2026 | The Instability Era is Here

PT1H6M57S

Jan 31, 2026, 1:14 PM•PT1H6M57S

Observed vs Expected

Metric	Observed	Expected
Views	4,989	10,874
Likes	150	222.5

The Bubble You Can’t Exit | Dan Rasmussen on the Private Equity Trap

PT55M16S

Jan 29, 2026, 1:13 PM•PT55M16S

Observed vs Expected

Metric	Observed	Expected
Views	30,902	10,874
Likes	550	222.5

You’re Misreading the Gold Rally | Tony Greer on Why Investors Are Losing Faith in Everything

PT1H55S

Jan 27, 2026, 1:56 PM•PT1H55S

Observed vs Expected

Metric	Observed	Expected
Views	6,939	10,874
Likes	203	222.5