Bull Market on Borrowed Time | Ned Davis Chief Strategist Tim Hayes on the Indicators That Matter

Bull Market on Borrowed Time | Ned Davis Chie...

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They Call It a Lottery Ticket. The Data Says Otherwise | D.A. Wallach on The Hidden Alpha of Biotech

Biotech is one of the few areas in investing where specialized knowledge may still generate persistent alpha. In this episode of Excess Returns, D.A. Wallach, venture capitalist and co-founder of Time BioVentures, joins us to explain how biotech investing works, why development-s ...  Show more

14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026

Follow Two Quants and a Financial Planner on Spotify⁠⁠Follow Two Quants and a Financial Planner on AppleIn this episode, we break down the most important insights from the week on Excess Returns,, with insights from Vitaliy Katsenelson, Jim Paulsen, and Joseph Shaposhnik. Markets ...  Show more