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.
Publishes | Daily | Episodes | 380 | Founded | 6 years ago |
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Number of Listeners | Categories | BusinessInvesting |
In this episode of Excess Returns, we sit down with John Tinsman, portfolio manager of the AOT Growth and Innovation ETF (AOTG). John shares how his investing journey began, the lessons he learned from both successes and failures, and how those exper... more
In this episode of Excess Returns, we sit down with Joseph Shaposhnik, founder of Rainwater Equity and former star portfolio manager at TCW. Joseph shares the investment philosophy that drove his track record of outperformance, why he focuses on recu... more
In this episode of Excess Returns, we sit down with Sam Ro to revisit his widely read post “10 Stock Market Truths” and explore how each principle holds up in today’s market. From the long game of investing to short-term risks, valuations, AI, and ea... more
In this episode, William Blair Global Strategist Olga Bitel joins us to unpack her “Perpetual Growth Machine” framework and what it means for investors navigating AI, tariffs, inflation volatility, market concentration, and a shifting global order. W... more
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Great show and many thanks for such brilliant guest in this episode.
Rob Arnott is arrogant and partisan. His view on Covid is absolutely ridiculous.
Excellent job
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.
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!
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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.
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4. Forward Guidance
5. Monetary Matters with Jack Farley
Excess Returns launched 6 years ago and published 380 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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Recent guests on Excess Returns include:
1. Sam Ro
2. Tim Hayes
3. Eric McArdle
4. Shawn Gibson
5. Aswath Damodaran
6. Darius Dale
7. Jim Paulsen
8. Libby Cantrill
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