Excess Returns
Excess ReturnsExcess 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.
| Publishes | Daily | Episodes | 583 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Jay Hatfield of Infrastructure Capital Advisors makes the case for an AI "reverse bubble" and explains how earnings growth, interest rates, and valuation shape his market outlook. Rather than treating AI spending as proof of excess, he looks at contr... more
Kai Wu of Sparkline Capital shows how to uncover hidden AI exposure, overlapping ETF holdings, and unintended factor bets in your portfolio. Owning several funds can still leave you dependent on the same companies and the same AI spending cycle.
In ... more
Daniel Crosby explains why investors can lose money in winning funds and how to build a portfolio they can actually hold. Picking the right investment is only part of the challenge; staying with it through discomfort is where behavior can overwhelm t... more
Ted Mortonson of Baird explains why conviction in the AI boom doesn't mean buying every dip in tech stocks.
He joins Jack Forehand and Justin Carbonneau to explain what experienced technology investors watch before putting money back to work—and why... more
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- Pick guests more carefully
I very much enjoy your podcasts, topics and guests. However I feel you crossed the line with Tony Greer and let him move your Podcast into the political sphere. I am going to guess that’s not what your typical listeners want to hear. Still on board and looking forward to new and unique topics - but please stay away from extreme thinkers who spew garbage to churn their niche asset class.
Apple Podcasts4Triple Gee
United States9 months ago - Tony Greer
Tony Greer= one star, hard to take investment advice from such a blow hard.
Apple Podcasts1maybdihjlzUnited States9 months ago - Tony Greer's appearance
This was by far the poorest show I've heard from an otherwise useful podcast series. Tony Greer spouts data-free opinions about directions of markets and the economy without any challenge from the host. I don't mind a contrarian, but I expect to hear a well-reasoned set of opinions backing up contrarian views. In this case nothing but tripe. And generally, great investors don't focus on politics, as they try to make money no matter who is running the show, but politics was a massive basis for ... more
Apple Podcasts1Davechem 1United States9 months ago - Dichotomy
This show has some of the best guests (thoughtful/apolitical/hard research based) and some of the worst guests (narrative based/psuedo-research based/politically biased). Too bad, it could easily be so much better.
Apple Podcasts3DavidjschultzUnited States9 months ago - 4th turning 🌎
I’m so glad you guys have finished with Grant Williams now. Squee
Apple Podcasts5QrrvjkgxhjlkvgUnited States10 months ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #129 | United States/Business/Investing |
Apple Podcasts | #78 |  Canada/Business/Investing |
Apple Podcasts | #174 |  United Kingdom/Business/Investing |
Apple Podcasts | #223 | Canada/Business |
Apple Podcasts | #112 |  Germany/Business/Investing |
Apple Podcasts | #116 |  Australia/Business/Investing |
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Frequently Asked Questions About Excess Returns
What is Excess Returns about and what kind of topics does it cover?
A thoughtful, data-driven discussion on macroeconomics, investing strategies, and the evolving tech landscape, with frequent focus on AI capex, market regimes, and how capital allocation shapes asset prices. Episodes commonly explore how AI spending, policy, and monetary dynamics influence returns, along with practical portfolio construction ideas, risk management, and the pros/cons of active versus passive approaches. Notable twists include a strong emphasis on narrative frameworks, historical analogies, and a mix of veteran investors and macro researchers offering both cautionary and opportunistic takes. It's likely to appeal to listeners who enjoy rigorous analysis, quantitative context, and long-horizon investing perspectives that blend... more
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How many listeners does Excess Returns get?
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Which podcasts are similar to Excess Returns?
These podcasts share a similar audience with Excess Returns:
1. The Meb Faber Show - Better Investing
2. Monetary Matters with Jack Farley
3. The Acquirers Podcast
4. Top Traders Unplugged
5. Forward Guidance
How many episodes of Excess Returns are there?
Excess Returns launched 7 years ago and published 583 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on Excess Returns?
Recent guests on Excess Returns include:
1. Paisley Nardini
2. Colin McQueen
3. Jim Paulsen
4. Dave Nadig
5. Barry Ritholtz
6. Robert Hagstrom
7. Chris Davis
8. Bogumil Baranowski
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