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Excess Returns

Excess Returns

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· 539 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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Even God Would Be Fired | Wes Gray on Bubbles, AI Valuations and Why Size Was Never the Edge

Even God Would Be Fired | Wes Gray on Bubbles, AI Valuations and Why Size Was Never the Edge

Jul 25, 2026 ·56:07
Not a Time for Big Bets | Aahan Menon on What 60 Years of Regime Data Says About Today’s Market

Not a Time for Big Bets | Aahan Menon on What 60 Years of Regime Data Says About Today’s Market

Jul 23, 2026 ·57:55
We Asked the Man Who Mapped the AI Economy If the Boom Is Real — And Who Keeps the Money

We Asked the Man Who Mapped the AI Economy If the Boom Is Real — And Who Keeps the Money

Jul 21, 2026 ·1:15:31
It Only Happens at Bottoms | Andy Constan on the Options Extreme That Showed Up at the Highs

It Only Happens at Bottoms | Andy Constan on the Options Extreme That Showed Up at the Highs

Jul 18, 2026 ·57:36
Jack Schwager on Timeless Lessons from Elite Traders

Jack Schwager on Timeless Lessons from Elite Traders

Jul 16, 2026 ·1:01:55
The Recession the Unemployment Rate Can't See | Eric Pachman on the Data Beneath the Jobs Report

The Recession the Unemployment Rate Can't See | Eric Pachman on the Data Beneath the Jobs Report

Jul 14, 2026 ·1:06:16
Jim Paulsen Sees a Correction Coming | The 33 Charts That Turned Him Cautious

Jim Paulsen Sees a Correction Coming | The 33 Charts That Turned Him Cautious

Jul 11, 2026 ·58:43
Big Uptrend. Tech Momentum Fading | Katie Stockton on the Rotation Investors Are Missing

Big Uptrend. Tech Momentum Fading | Katie Stockton on the Rotation Investors Are Missing

Jul 9, 2026 ·53:44
We Asked a $1 Billion Quant Manager Why Concentration Isn't a Warning — and Small Caps Aren't Dead

We Asked a $1 Billion Quant Manager Why Concentration Isn't a Warning — and Small Caps Aren't Dead

Jul 7, 2026 ·57:25
The $600 Billion Loop | Jeff Klingelhofer on AI, the Return of Bonds and the Fed's Third Mandate

The $600 Billion Loop | Jeff Klingelhofer on AI, the Return of Bonds and the Fed's Third Mandate

Jul 6, 2026 ·56:33
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Publishing Activity

189 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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