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Excess Returns

Excess Returns

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· 560 episodes · 7 indexed

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.

Episodes

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Everyone Hates Bonds. Why Two Bond Managers Say You're Hating the Wrong Ones

Everyone Hates Bonds. Why Two Bond Managers Say You're Hating the Wrong Ones

Sep 10, 2026 ·1:05:25
All-In on the S&P 500 Worked for 18 Years | Jared Dillian on Why It's Still Wrong

All-In on the S&P 500 Worked for 18 Years | Jared Dillian on Why It's Still Wrong

Sep 8, 2026 ·56:38
Nvidia Is Betting on Its Customers. Gen Z Is Betting on Sports. Will It All End the Same Way?

Nvidia Is Betting on Its Customers. Gen Z Is Betting on Sports. Will It All End the Same Way?

Sep 6, 2026 ·55:42
Bearish Into November. Room to Run After: Why Dan Niles Is Watching Hyperscaler Credit Default Swaps

Bearish Into November. Room to Run After: Why Dan Niles Is Watching Hyperscaler Credit Default Swaps

Sep 3, 2026 ·1:00:01
The Fed Credibility Narrative Has Turned | Ben Hunt on AI, the Consumer and Financial Repression

The Fed Credibility Narrative Has Turned | Ben Hunt on AI, the Consumer and Financial Repression

Sep 3, 2026 ·51:07
Sticky Inflation. Cheap Volatility. A Less Predictable Fed. Why Aren’t Markets More Worried?

Sticky Inflation. Cheap Volatility. A Less Predictable Fed. Why Aren’t Markets More Worried?

Aug 31, 2026 ·1:02:28
The Profits Come Now. The Costs Come Later. Kevin Muir on Whether AI Earnings Are the Bubble

The Profits Come Now. The Costs Come Later. Kevin Muir on Whether AI Earnings Are the Bubble

Aug 29, 2026 ·1:04:46
Private Equity Chased Software. Big Tech Is Chasing AI. Dan Rasmussen on If They Are Making the Same Mistake Twice

Private Equity Chased Software. Big Tech Is Chasing AI. Dan Rasmussen on If They Are Making the Same Mistake Twice

Aug 28, 2026 ·57:18
Only 2.7% Beat the S&P for 20 Years | Ian Cassel on What Elite Stock Pickers Do Differently

Only 2.7% Beat the S&P for 20 Years | Ian Cassel on What Elite Stock Pickers Do Differently

Aug 25, 2026 ·1:00:30
The Rally is Broadening. The Earnings Growth Isn't. Liz Ann Sonders on Which Breaks First

The Rally is Broadening. The Earnings Growth Isn't. Liz Ann Sonders on Which Breaks First

Aug 22, 2026 ·1:01:55
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Publishing Activity

196 episodes in the past year

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Episode Lengths

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52 min

average

0m30m1h1.5h2h2.5h3h+
Shortest: 7 min Most common: 30–60m Longest: 2h 32m

Parsed from episode titles

Frequent Guests

appearances
1 Andy Constan
1
2 Aswath Damodaran
1
3 Ben Inker
1
4 Cameron Dawson
1
5 Chris Mayer
1
6 Dave Nadig
1
7 Ian Smith
1

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AI Analysis · 7 episodes

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Business 73%
Technology 19%
History 5%
Society & Culture 2%
Leisure 1%

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