Excess Returns
@excessreturnpod
Where better questions lead to better decisions
Eleven shows dedicated to making you a better investor
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Joined January 2023
290 Following 6.6K Followers
New episode of First Principles with @dampedspring is out tomorrow morning.
We cover the Fed, inflation, Andy's improving view on bonds, AI capex and a lot more.
Subscribe below to get it when it comes out.
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