Two Quants and a Financial Planner

This week on the Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler break down the AI capital spending boom, the risk that data center investment is crowding out housing and other parts of the economy, and what that means for markets. Featuring Richard Bernstein, David Rosenberg, Tian Yang, and Brent Donnelly, the episode covers AI CapEx, GDP growth, inflation, the K-...

On this episode of the Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler examine how the AI capital spending boom, an unpredictable Federal Reserve, reduced corporate reporting and factor investing are reshaping markets.

They break down Ben Hunt's warning about private credit and AI infrastructure, Cameron Dawson and Dave Nadig on the loss of Fed forward guidan...

This week's Excess Returns Weekly Wrap examines when AI spending will translate into measurable end-user ROI, why the U.S. business cycle may now produce fewer recessions, and how Federal Reserve policy could combine lower short-term rates with a smaller balance sheet. Jack Forehand and Matt Zeigler break down insights from Andy Constan, Azeem Azhar and Aahan Menon on AI prod...

In this episode of the Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler break down lessons from their conversations with Market Wizards author Jack Schwager and Data 4 the People founder Eric Pachman. They explore why the unemployment rate can hide labor market weakness, how aging and care jobs are reshaping employment, why elite traders survive by following strict ...

This week's Weekly Wrap examines whether weakening mega-cap leadership, massive AI capital spending, and record earnings expectations are creating hidden risks beneath the market.

Jack Forehand and Matt Zeigler compare Jim Paulsen's correction case, Katie Stockton's technical analysis, Jeff Klingelhofer's fixed-income view of AI debt, and Matt Zenz's evidence-based anal...