Excess Returns

Por: 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.
442 episodios disponibles

Latest episodes of the podcast Excess Returns

The Bubble Most Will Get Wrong | Aswath Damodaran on How He is Managing His Own Money in a World of AI 16/01/2026
The Great Moderation Is Over | Liz Ann Sonders on What Replaces It 14/01/2026
The Regime Shift No One is Prepared For | Grant Williams on the 100 Year Pivot 12/01/2026
Sold At "Irrational Exuberance". Still Lost Money | Sam Ro on the Bubble Paradox 10/01/2026
Long-Term Uptrend. Short-Term Warning Signs | Katie Stockton on What Charts Say About What's Next 08/01/2026
It’s Not K-Shaped. It’s No Shaped | Jim Paulsen on What You're Getting Wrong About 2026 06/01/2026
4% of Stocks. 100% of Wealth | Gautam Baid on the Brutal Math of Compounding 02/01/2026
We Read 22 2026 Market Forecasts So You Don't Have To | What You Need to Know 31/12/2025
The Truth No One Sees | 41 Great Investors Share Their Most Controversial Belief 28/12/2025
The Base Case is Wrong | Paul Eitelman on AI, Reacceleration and the Pause No One Sees 26/12/2025
Nothing Has a Right to Exist in Your Portfolio | What the Last 15 Years Has Taught Us 24/12/2025
The Existential Spending Battle | Adrian Helfert on What You’re Missing in the AI Arms Race 21/12/2025
The Precarity Line | Ben Hunt and Adam Butler on the Broken Math of the American Dream 19/12/2025
The Alpha No Human Can Find | David Wright on Machine Learning's Hidden Edge 17/12/2025
The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on the Dangers of Abstraction 15/12/2025
Magnet Above. Trap Door Below | Inside the Options Flows Driving Markets with Brent Kochuba 13/12/2025
He Was Overweight Tech for 15 Years. He Just Downgraded the Mag Seven | Ed Yardeni Explains Why 11/12/2025
Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures 10/12/2025
The Single Most Important Metric | Matt Reustle on the Patterns That Separate Great Businesses 08/12/2025
The Risk is in the Water | Graeme Forster on Six Courageous Questions for 2026 06/12/2025
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