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AI financing risks, index-driven buying, and opportunities beyond US tech take center stage in this week's Excess Returns Weekly Wrap. Jack Forehand and Matt Zeigler explore how investors can distinguish a stock-market setback from a financial crisis—and build portfolios that account for more than one possible future.
Featuring clips from Andy Constan, Rob ...
AI financing, tech-stock complacency, and the return of bonds to the portfolio conversation take center stage in this week’s Excess Returns Weekly Wrap. The question connecting them: how much pain could investors face before rate cuts or government support arrive?
Jack Forehand and Matt Zeigler revisit conversations with Barry Ritholtz, Jim Paulsen, and Ben Hunt to expl...
Strong earnings are supporting the rally, but narrow leadership is changing what investors own through an index fund. This week's Excess Returns Weekly Wrap explores the tension between healthy business results, growing concentration, and the risks of assuming yesterday's winners will keep leading.
Jack Forehand and Matt Zeigler connect insights from Ed Yardeni, Chris D...
Finding a good investment and knowing how much to put into it are different problems. This week's Excess Returns Weekly Wrap connects overlooked AI opportunities, the risks of concentrated portfolios, and the position-sizing mistakes that can turn favorable odds into losses.
Jack Forehand and Matt Zeigler revisit conversations with Michael Baron, Eric Pachman and Kris A...
Do you understand the risks in your portfolio, or just the labels on your investments? This week's Excess Returns Weekly Wrap explores how index concentration, changing bond yields, and lessons from great investors can challenge the assumptions behind your investing decisions.
Jack Forehand and Matt Zeigler revisit conversations with Andy Constan, Jason Hsu, Jack Raines...