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By Excess Returns

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Category: Investing

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Subscribers: 2
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Episodes: 13

Description

A futurist, a financial planner and a special guest walk into a (virtual) bar, each carrying an investing topic the others don't know in advance. Join Dave Nadig and Matt Zeigler for unscripted conversations about markets, the economy, and whatever else crosses their minds. We hope you'll walk away a more informed investor - but we guarantee you'll enjoy the journey either way

Episode Date
They Call It "Broadening." The Data Says It’s Just Two Stocks
Apr 21, 2026
The Data You Trust Is Broken | What Aggregate Economic Numbers Hide
Feb 17, 2026
Nothing Has a Right to Exist in Your Portfolio | What the Last 15 Years Has Taught Us
Dec 23, 2025
The Bull Market Where Everyone Feels Broke | Behind the Rise of Financial Nihilism
Nov 17, 2025
The Rate Cut Paradox: When Lower Rates Cool the Economy
Oct 05, 2025
Navigating a Low Trust Market
Sep 06, 2025
The Liquidity Trap Door | Why the Market's Only Solution is Also Its Biggest Risk
Aug 03, 2025
The Market That Won’t Break | Why Risk Doesn’t Matter (Yet)
Jul 02, 2025
The Big Beautiful Debt Delusion | The Unpredictable Cost of Endless Borrowing
May 29, 2025
The Domino's Recession Indicator | The Risks Markets Are Missing
May 02, 2025
The Tail Risk Tipping Point
Mar 29, 2025
The Sovereign Wealth Fund Grift
Mar 05, 2025
Bear Markets, Trade Wars and the Knowledge Worker Recession
Feb 05, 2025