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Excess Returns

Excess Returns

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· 582 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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Dr. Daniel Crosby on Behaviorally Optimal Portfolios, Risk Composure and the Casino Myth

Dr. Daniel Crosby on Behaviorally Optimal Portfolios, Risk Composure and the Casino Myth

Oct 27, 2026 ·50:29
Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip?

Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip?

Oct 24, 2026 ·1:04:29
He Asked 25 Finance Pros How They Invest Their Own Money: Brian Portnoy on What the Models Get Wrong

He Asked 25 Finance Pros How They Invest Their Own Money: Brian Portnoy on What the Models Get Wrong

Oct 23, 2026 ·57:04
Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI

Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI

Oct 21, 2026 ·1:09:23
The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?

The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?

Oct 18, 2026 ·1:03:04
We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out

We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out

Oct 17, 2026 ·1:02:34
Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal

Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal

Oct 16, 2026 ·1:03:01
AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?

AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?

Oct 14, 2026 ·1:06:53
The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses

The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses

Oct 11, 2026 ·1:14:21
Katie Stockton Still Sees a Bull Market. So Why Is Her ETF Only 50% in Stocks?

Katie Stockton Still Sees a Bull Market. So Why Is Her ETF Only 50% in Stocks?

Oct 8, 2026 ·41:55
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Publishing Activity

199 episodes in the past year

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53 min

average

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

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

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AI Analysis · 7 episodes

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