Excess Returns

Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more. Subscribe to learn along with us.

Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap
May 3, 2025 – 00:51:50
The Market's Best-Kept Secret | Travis Prentice on Momentum's Surprising Edge
Apr 30, 2025 – 00:50:44
The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here
Apr 26, 2025 – 00:54:22
The One Lesson: 50 Great Investors Share the One Thing They Would Teach You
Apr 21, 2025 – 01:11:52
Behind the Scenes of the Madoff Scandal with a Trader on the Inside | Andrew Cohen
Apr 16, 2025 – 00:59:54
The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing
Apr 13, 2025 – 00:55:20
The Secular Bull Market Isn't Dead: Jim Paulsen on Why Tariffs Won't Break It
Apr 9, 2025 – 01:02:49
100 Baggers Leave Fingerprints | Chris Mayer Wrote the Book and Tells You How to Find Them
Apr 7, 2025 – 01:01:50
The Fastest Market Selloff Since 2020: Rick Ferri on Tactics to Survive and Thrive
Apr 5, 2025 – 00:53:56
Heading to Recession Island | Will the Trump and Powell Puts Help Us Reverse Course? | Andy Constan
Mar 27, 2025 – 01:02:21
The Soft Landing is a Myth: Here's What's Really Going on in the Economy | Cullen Roche
Mar 20, 2025 – 01:10:03
Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia
Mar 13, 2025 – 01:03:18
Money Delusions: Barry Ritholtz on the Elusive Definition of Money and How Not to Invest It
Mar 7, 2025 – 00:37:14
The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession
Feb 27, 2025 – 00:57:01
Nine Timeless Lessons from 2024 | Larry Swedroe
Feb 21, 2025 – 01:05:13
A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride
Feb 13, 2025 – 00:49:42
Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran
Feb 7, 2025 – 01:05:14
Tariffs, Bear Markets and the Hidden Knowledge Worker Recession | Dave Nadig and Jason Buck
Feb 5, 2025 – 01:04:27
Timeless Lessons from History's Best Traders | Jack Schwager
Jan 30, 2025 – 01:07:43
Practical Lessons from Cliff Asness
Jan 27, 2025 – 00:57:29
Busting 50 Years of Investing Myths | Rob Arnott
Jan 23, 2025 – 01:12:14
Building Intelligent Alpha Portfolios with ChatGPT | Doug Clinton
Jan 16, 2025 – 00:58:09
Beyond the Magnificent Seven: Liz Ann Sonders on Markets, Cycles & Investing
Jan 9, 2025 – 01:02:10
The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu
Jan 2, 2025 – 01:00:48
Do You Really Need International Diversification? 10 Top Investors Debate
Dec 30, 2024 – 00:56:37
Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny
Dec 27, 2024 – 00:54:29
Inside the Secretive World of Pod Shops | Bob Elliott
Dec 19, 2024 – 00:57:37
Dispelling Big Investing Myths | Dan Rasmussen
Dec 12, 2024 – 00:55:17
Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures
Dec 5, 2024 – 01:07:01
What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig
Dec 2, 2024 – 01:04:07
The Most Misunderstood Bull Market Ever | Jim Paulsen
Nov 27, 2024 – 01:05:09
Bigger Extremes, Better Returns | Cliff Asness on the "Less Efficient Market Hypothesis"
Nov 20, 2024 – 01:15:57
Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt
Nov 14, 2024 – 01:09:51
Making Money from Market Chaos | Inside the Volatility World with Kris Sidial
Nov 7, 2024 – 01:06:42
A Deep Dive into Micro-Cap Investing | Ian Cassel
Oct 31, 2024 – 00:59:13
The Practical Implications of the Rise of Passive Investing | Mike Green
Oct 24, 2024 – 00:51:15
An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe
Oct 17, 2024 – 01:07:44
15 Ways to Lose Money in Markets | Ben Carlson
Oct 10, 2024 – 00:46:14
Investing in a Flows Driven World | Cem Karsan
Oct 3, 2024 – 01:09:50
What Investors Can Learn from a Year-Long Trading Experiment | Brent Donnelly
Sep 26, 2024 – 01:02:30
What Regular Investors Need to Know About Options Flows | Brent Kochuba
Sep 18, 2024 – 01:03:49
The Case for a Roaring 2020s | Ed Yardeni
Sep 12, 2024 – 01:01:59
The Harsh Truth About Investing Edge with Adam Butler
Sep 5, 2024 – 01:20:27
Value Investing in a Changing World with Aswath Damodaran
Aug 29, 2024 – 01:09:25
Challenging "Stocks for the Long Run" with Jason Buck
Aug 22, 2024 – 01:01:49
The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan
Aug 15, 2024 – 01:02:31
Challenging Conventional Investing Beliefs with Meb Faber
Aug 8, 2024 – 00:58:30
A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau
Aug 1, 2024 – 01:02:50
Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle
Jul 25, 2024 – 01:02:01
The Case for a Continued Rally with Warren Pies
Jul 18, 2024 – 00:56:07

Recent Reviews

Qrrvjkgxhjlkvg

Like the show

Excellent job
Ryan Krueger

World class hosts

Deep dive research + authentic curiosity = hard to beat
L0vely88

My New Favorite Pod!

Hosts are engaging experts that make concepts accessible to all audiences. My new favorite pod!
jftd88

Excess Returns Review

Continue to love these discussions and the educational value they provide. Very generous opportunities to learn more by writing a review to receive relevant books, which provide deeper dives into the topics discussed
SEWWTR123124

Essential Principles for Paper Asset Investing

I thought they provide valuable insights into the market. I just listened to their latest episode "Six Narratives Shaping The Stock Market In 2020".
MH Moose

Why I believe market is overvalued

When the market is going in one direction and the economy is going in another directions; it leaves a dangerous condition. This is similar to 1929 market. The reason the stock market is going is from artificial government money. This can’t last forever. When it does stop there can be a big problem. The market is in a very dangerous position. I’m concerned for the everyday investors who can be really hurt. Michael Haberman
lew725

Excellent investing insights

Jack and Justin do a great job of taking complex investing topics and making them understandable.
Flowogg

Excess Returns

Great content with relevance for those who don’t have much time throughout the day.
LTT$88$

Informative

I finally got a chance to listen to an episode and it included Larry Cunningham. The interview was informative and provided in-depth insight.
Doug62aaa

Lawrence Cunningham episode

Excess Return is on my list of dependable investing podcasts The Lawrence Cunningham interview is a great example of how the hosts let the guests talk without interruption as so many other hosts just try to show-off their knowledge or refuse to acknowledge their ignorance. Cunningham is always a good listen on corporate governance and in this recording its nice to hear him use so many non-Berkshire examples.
Bluerafters

Essential Listening !

Audio quality is a bit spotty between the hosts but don’t let that put you off. Excellent content!
Andrew ODU

Excess return

Good insights into using quantitative approaches to gain excess return using value and other metrics
ForTHREE

Concise and Intelligent

Quick hit of information, basically a deeper dive into a classic Validea blog!
scottworxshop

???

Very Interesting!