1:02:36
Excess Returns
When Agents Replace Labor | $11 Billion Tech Manager on What Investors Miss About AI
The transition from AI as a productivity tool to autonomous agents will decouple software value from human headcount, rendering the traditional per-seat SaaS licensing model obsolete.
Excess Returns
Not Once in 75 Years | The Weekly Wrap – 4/5/2026
Excess Returns
The Signal Before the Spike | Katie Stockton on What the Charts Tell Us About What Comes Next
Excess Returns
The Stagflation Regime | Aahan Menon on What Works When Stocks and Bonds Don’t
Excess Returns
6x Earnings. 10x Potential. | Harris Kupperman on the Inflections Wall Street Misses
Excess Returns
The Shock No One Can Price | The Weekly Wrap - 3/29/2026
Excess Returns
The Moment Everyone Knew That Everyone Knew | The War That Rewrote the Rules
Excess Returns
Nothing Is Priced In | Bob Elliott on Why Investors Are Misreading the Oil Shock
Excess Returns
Most Stocks Don’t Matter | The 100 Year Thinkers on the Outliers That Break Base Rates
Excess Returns
The War No One Can Price | The Weekly Wrap – 3/22/2026
Excess Returns
Big Decline. Options Support Gone | Brent Kochuba on What Comes Next
Excess Returns
Down 50%. Up 200% | Jared Dillian on the Regime Change Investors Aren't Ready For