
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 | 441 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

In this episode of Excess Returns, we welcome back Liz Ann Sonders to discuss the evolving market and economic landscape heading into 2026. The conversation focuses on why this cycle feels fundamentally different, how instability rather than uncertai... more
This episode of Excess Returns features a wide ranging conversation with Grant Williams on what he calls the hundred year pivot. Grant explains why today’s environment feels fundamentally different from the last several decades, why long held investi... more
In this episode of Excess Returns, we dive deep into one of the most pressing investing debates today: how to think about valuations, profit margins, and artificial intelligence in a market that feels both expensive and transformative. Sam Ro joins M... more
In this episode of Excess Returns, Katie Stockton of Fairlead Strategies joins Matt Zeigler and Justin Carbonneau to walk through her technical outlook for markets as we head into 2026. The conversation focuses on trend analysis, momentum, volatility... more
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Excellent job 👍
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.
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Content focuses primarily on the intricacies of investing, especially long-term investment strategies, market dynamics, and economic indicators. Topics such as macroeconomics, value investing, and alternative investment strategies like managed futures are often discussed, providing listeners with insights from both the hosts and their expert guests. The aim is to make complex financial concepts accessible, catering to both novice and experienced investors who seek to enhance their understanding of finance and improve their investment decisions. The presence of esteemed guests adds considerable depth to discussions, making it a valuable resource for those interested in finance.
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1. The Meb Faber Show - Better Investing
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4. Monetary Matters with Jack Farley
5. Forward Guidance
Excess Returns launched 6 years ago and published 441 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. David Wright
2. Andrew Beer
3. James Grant
4. Jim Paulsen
5. Mary Ann Bartels
6. Al Green
7. Carl Kaufman
8. Cameron Dawson
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