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Excess Returns

Excess Returns
Value Investing
Investing
Risk Management
Long-Term Investing
Market Volatility
Factor Investing
Investment Philosophy
Diversification
Federal Reserve
Asset Allocation
Inflation
Passive Investing
Investment Management
Charlie Munger
Behavioral Finance
Generative AI
Asset Pricing Theory
Momentum Investing
Resurrecting the Value Premium
Momentum

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.

PublishesDailyEpisodes399Founded6 years ago
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Artwork for Excess Returns

Latest Episodes

In this episode of Excess Returns, we welcome back Rick Ferri, founder of Ferri Investment Solutions and host of the Bogleheads on Investing podcast. Rick shares timeless insights on the evolution of an investor’s education, the pitfalls of complexit... more

In this episode of Excess Returns, Matt Zeigler talks with macro strategist and author Remi Tetot, known as “The Mad King.” They explore how liquidity, policy, and narratives have reshaped markets over the last decade, why fundamentals have lost thei... more

In this episode of Excess Returns, Larry Swedroe returns to discuss the biggest risks and opportunities facing investors today. From tariffs and immigration to AI and private credit, Larry shares evidence-based insights on how to think about markets ... more

YouTube

Adam Parker, founder and CEO of Trivariate and Trivector Research, joins Excess Returns to discuss how fundamental, quantitative, and macro perspectives intersect to shape markets today. Parker shares his long-term bullish case for U.S. equities, why... more

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Recent Guests

Julian Brigden
Co-founder and president of Macro Intelligent Partners, a global macro strategy research firm
Macro Intelligent Partners
Episode: What a Global Regime Change Means for Investors | Julian Brigden
Rob Thummel
Investing expert, focusing on energy infrastructure and asset management at Tortoise Capital.
Tortoise Capital
Episode: Electricity Is the New Oil | Rob Thummel on the Energy Opportunity from the AI Boom
Matt Zenz
Evidence-based investing expert, and runs Longview Research Partners
Longview Research Partners
Episode: Evidence Based Factor Investing | Matt Zenz
Noel Smith
Co-founder and chief investment officer of Convex Asset Management.
Convex Asset Management
Episode: A Volatility Masterclass | Timeless Lessons from 30 Year Options Trader Noel Smith
Sam Ro
Financial writer and co-founder of Ticker.co
Ticker.co
Episode: The Average Return That Never Comes | Sam Ro on 10 Stock Market Truths Investors Get Wrong
Tim Hayes
Chief Global Investment Strategist at Ned Davis Research with decades of experience in market assessment and analysis.
Ned Davis Research
Episode: Bull Market on Borrowed Time | Ned Davis Chief Strategist Tim Hayes on the Indicators That Matter
Eric McArdle
Investment strategist at Liquid Strategies with expertise in options strategies and risk management.
Liquid Strategies
Episode: The Hidden Risks of High Income Options Strategies | Shawn Gibson and Eric McArdle
Shawn Gibson
Investment strategist at Liquid Strategies focusing on options-based overlay strategies.
Liquid Strategies
Episode: The Hidden Risks of High Income Options Strategies | Shawn Gibson and Eric McArdle
Tobias Carlisle
Author, podcast host of Value After Hours, portfolio manager
Acquirers Fund
Episode: Record Valuations. Hidden Opportunity | Tobias Carlisle on Finding Value in an Expensive Market

Hosts

Matt Zeigler
Co-host with a focus on investment strategies and long-term investing principles.
Jack Forehand
Host and co-host known for his expertise in market analysis and guest interviews focusing on investment strategies.
Justin Carbonneau
Co-host who engages guests in discussions aimed at demystifying investing concepts.

Reviews

4.8 out of 5 stars from 139 ratings
  • Great show and many thanks for such brilliant guest in this episode.

    Podcast Addict
    5
    alpha
    4 months ago
  • Rob Arnott

    Rob Arnott is arrogant and partisan. His view on Covid is absolutely ridiculous.

    Apple Podcasts
    1
    maybdihjlz
    United States5 months ago
  • Like the show

    Excellent job

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United Statesa year ago
  • Super informative!

    This podcast is a must listen for anyone looking to enhance their investing strategies and understanding of finance. Jack and Justin are highly knowledgeable and each episode is filled with valuable insights.

    Apple Podcasts
    5
    maddie@podcastingyou
    United States3 years ago
  • Excellent Podcast

    This is an excellent podcast. The guests are intelligent and insightful, and the hosts ask good questions then let the guests respond without interrupting. One of the better investing podcasts out there. Keep up the good work!

    Apple Podcasts
    5
    Missing61
    Canada4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The hosts allow guests ample time to discuss without interruption, enhancing the listening experience.
Super informative!
Jack and Justin make complex investing topics understandable for all audiences.
Great value with high-quality speakers and educational content.
Excellent Podcast, with intelligent and insightful guests.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#99
United States/Business/Investing
Apple Podcasts
#78
United Kingdom/Business/Investing
Apple Podcasts
#78
Canada/Business/Investing
Apple Podcasts
#195
Canada/Business
Apple Podcasts
#230
United Kingdom/Business
Apple Podcasts
#81
Australia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Investing in a Debasement Regime | Warren Pies
Q: What's one thing you believe about investing that most of your peers would disagree with?
Pies asserts the necessity of managing risk through technical analysis and price while building conviction based on fundamentals.
Investing in a Debasement Regime | Warren Pies
Q: Could you explain what that means and how it distinguishes from a deflationary mindset?
Pies elaborates on how the debasement mindset reflects a shift in investor psychology, focusing on purchasing power protection rather than just safeguarding assets.
Buffett, Sun Tzu and the Ancient Art of Risk Taking | Tobias Carlisle
Q: Can you zoom in with us on that transaction?
Buffett bought Apple without much fanfare, positioning it as a consumer products franchise rather than a tech company, which contrasted with the more aggressive strategies of other investors.
The Four Pillars of Macro - And What They Say About This Market | Andy Constan
Q: Do you see anything interesting regarding flows right now?
The financing of AI CapEx and how it affects cash flow is crucial, particularly concerning share repurchase trends among hyperscalers.
The Four Pillars of Macro - And What They Say About This Market | Andy Constan
Q: Can you just talk a little bit about what you're seeing with growth right now?
Measured growth is very strong in terms of GDP, but other economic health indicators like employment are weak, showing a K-shaped recovery.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Gender Skew
Location
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Frequently Asked Questions About Excess Returns

What is Excess Returns about and what kind of topics does it cover?

Focused on fostering long-term investment strategies, this podcast explores the complexities of macroeconomics, value investing, and factor investing in a way that is both engaging and enlightening for listeners. The hosts, along with a lineup of expert guests, tackle a variety of pressing financial topics, making them approachable for investors of all levels. Notable themes include discussions on market dynamics, investment strategies, and insights from prominent figures in the finance industry. The show's unique emphasis on blending educational content with insightful analysis positions it as an invaluable resource for anyone looking to enhance their investment acumen.

Where can I find podcast stats for Excess Returns?

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How many listeners does Excess Returns get?

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What are the audience demographics for Excess Returns?

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How many subscribers and views does Excess Returns have?

To see how many followers or subscribers Excess Returns has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Excess Returns?

These podcasts share a similar audience with Excess Returns:

1. The Meb Faber Show - Better Investing
2. Top Traders Unplugged
3. The Acquirers Podcast
4. Monetary Matters with Jack Farley
5. The Business Brew

How many episodes of Excess Returns are there?

Excess Returns launched 6 years ago and published 399 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Excess Returns?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Excess Returns?

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What guests have appeared on Excess Returns?

Recent guests on Excess Returns include:

1. Julian Brigden
2. Rob Thummel
3. Matt Zenz
4. Noel Smith
5. Sam Ro
6. Tim Hayes
7. Eric McArdle
8. Shawn Gibson

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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