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

Mostrando página 2 de 23

The Thunderclap That Ends the Cycle | Jim Grant on the Risk No One Sees 04/12/2025
3% Inflation Isn't the Problem | Jim Paulsen on Why 2% Growth is the Crisis 02/12/2025
The One Lesson | 50+ Great Investors Share the One Thing They Would Teach You 30/11/2025
World War AI | Ben Hunt on the Economic Consequences of the AI Boom 28/11/2025
The Real Estate Bust Was the Plan | Louis-Vincent Gave on China's Brute Force Growth Strategy 26/11/2025
The Pattern Is Staggering | Mary Ann Bartels on Why This Bull Market Is Just Getting Started 23/11/2025
The Risk Isn't Where You Think | Carl Kaufman on AI Capex, Private Credit and the Hidden Bond Play 21/11/2025
The Bubble You Can't Short | Rob Arnott on What You Can Do Instead 19/11/2025
The Bull Market Where Everyone Feels Broke | Behind the Rise of Financial Nihilism 18/11/2025
The Two Tailed Market Risk | Brent Kochuba on What the Options Market Tells Us About What Comes Next 16/11/2025
$1 Trillion AI Bet. $10 Billion in Profits | Bob Elliott on the AI Income That Isn't Coming 14/11/2025
The Hidden Fingerprints of 100 Baggers | Chris Mayer and Robert Hagstrom on Finding the Perfect Business 13/11/2025
He Invented the 4% Rule | Bill Bengen on Why He Now Thinks 5% Works 12/11/2025
The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin 09/11/2025
The Bull Market You Don’t Want to Believe | Rupert Mitchell on China vs. the Mag Seven 07/11/2025
The Most Extreme Speculation in 40 Years | Richard Bernstein on What It Means for Markets 05/11/2025
99.9% Focus on the Wrong Question | Victor Haghani on Why Static Allocation Fails 04/11/2025
The Case for Permanently Higher Market Valuations | Jim Paulsen 02/11/2025
The Liquidity Trap Door | Cem Karsan on Why We Are Likely in a Bubble, It Could Get Bigger, And What Pops It 31/10/2025
The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet 29/10/2025
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