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 | 572 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Katie Stockton of Fairlead Strategies explains why the S&P 500 can reach record highs while many individual stocks struggle. She sees the bull market as intact, but weaker participation raises an important question for diversified investors: is the p... more
Tom Maher of Hilton Capital Management explains what is changing for small-cap stocks as earnings improve and AI spending reaches beyond big tech. After years of justified large-cap leadership, he sees reasons to revisit smaller companies while remai... more
Ed Yardeni of Yardeni Research explains why he still sees the S&P 500 reaching 10,000 by 2029, even as higher oil prices and bond yields make him more cautious near term. His destination hasn't changed, but the timetable has: he has pushed his 8,400 ... more
Andy Constan, Brent Kochuba and Eric Pachman examine rising bond yields, options positioning and the inflation risks facing stocks. What happens if the rate relief traders are betting on never arrives?
On this month's Last Call, Jack Forehand and Ma... 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 States8 months ago - Tony Greer
Tony Greer= one star, hard to take investment advice from such a blow hard.
Apple Podcasts1maybdihjlzUnited States8 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 States8 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 States8 months ago - 4th turning 🌎
I’m so glad you guys have finished with Grant Williams now. Squee
Apple Podcasts5QrrvjkgxhjlkvgUnited States9 months ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #125 | United States/Business/Investing |
Apple Podcasts | #110 |  Canada/Business/Investing |
Apple Podcasts | #189 | Canada/Business |
Apple Podcasts | #237 |  United Kingdom/Business/Investing |
Apple Podcasts | #128 |  Australia/Business/Investing |
Apple Podcasts | #148 |  France/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 572 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. Kris Abdelmessih
2. Eric Pachman
3. Jack Raines
4. Jason Hsu
5. Jenny Johnson
6. Bob Pozen
7. Mike Contopoulos
8. John Kerschner
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.