Everything the podcasts said · one show
Excess Returns
≈ 2–3 a weekValidea team on factor investing and market history.
In the last 30 days, Excess Returns produced 205 attributed ideas; most-discussed: NVDA, COST, RR.L.
49
Ideas · 7d
205
Ideas · 30d
1015
Ideas · all time
102
Episodes
Latest attributed ideas · most recent first
17 OCT2D AGOWe Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
17 OCT2D AGOWe Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
17 OCT2D AGOWe Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
17 OCT2D AGOWe Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
17 OCT2D AGOWe Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
17 OCT2D AGOWe Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
17 OCT2D AGOWe Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
17 OCT2D AGOWe Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
17 OCT2D AGOWe Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
17 OCT2D AGOWe Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
17 OCT2D AGOWe Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
17 OCT2D AGOWe Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
16 OCT3D AGOTech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
16 OCT3D AGOTech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
16 OCT3D AGOTech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
16 OCT3D AGOTech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
16 OCT3D AGOTech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
16 OCT3D AGOTech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
16 OCT3D AGOTech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
16 OCT3D AGOTech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
16 OCT3D AGOTech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
16 OCT3D AGOTech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
16 OCT3D AGOTech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
16 OCT3D AGOTech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
16 OCT3D AGOTech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
16 OCT3D AGOTech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
16 OCT3D AGOTech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
14 OCT5D AGOAI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?
14 OCT5D AGOAI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?
14 OCT5D AGOAI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?