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 | 525 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
On this episode of the 100 Year Thinkers, Chris Mayer and Matt Zeigler discuss long-term investing, 100-baggers, AI stocks, SpaceX valuation, founder-led companies, and why the best investments often come with brutal drawdowns. We also cover his new ... more
Ben Inker of GMO joins Excess Returns to break down whether the AI boom is an investment bubble, how it compares to 2000, 2007 and 2021, and why today’s risk may be more about earnings than valuations. We also discuss AI capital spending, market supp... more
Ian Smith, portfolio manager at William Blair, joins Excess Returns to break down emerging markets, global diversification, and why EM may offer a very different opportunity set than US stocks. We discuss AI capex, the role of Korea, Taiwan, China an... more
Tobias Carlisle joins Excess Returns to discuss why today’s market may be setting up a major opportunity in value stocks, small caps and micro caps. We cover stretched market valuations, AI capex, SpaceX and other massive IPOs, the risk of speculativ... 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 States5 months ago - Tony Greer
Tony Greer= one star, hard to take investment advice from such a blow hard.
Apple Podcasts1maybdihjlzUnited States5 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 States5 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 States5 months ago - 4th turning 🌎
I’m so glad you guys have finished with Grant Williams now. Squee
Apple Podcasts5QrrvjkgxhjlkvgUnited States6 months ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #85 | United States/Business/Investing |
Apple Podcasts | #45 |  Canada/Business/Investing |
Apple Podcasts | #54 |  United Kingdom/Business/Investing |
Apple Podcasts | #116 | Canada/Business |
Apple Podcasts | #137 | United Kingdom/Business |
Apple Podcasts | #79 |  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?
This show focuses on long-horizon investing, blending quantitative and fundamental approaches to value, factor, and macro themes. Episodes frequently cover market regimes, AI impacts on investing, capital cycles, and the tension between passive and active strategies, all with guests ranging from legendary value investors to quants and macro strategists. Listeners can expect rigorous analysis, data-driven discussions, and candid debates about risk, timing, and portfolio construction, with a practical emphasis on durable, repeatable approaches over short-term calls. A notable strength is the mix of deep-dive guests and accessible explanations, making sophisticated finance topics approachable for professional and serious individual investors a... more
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How many listeners does Excess Returns get?
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How many subscribers and views does Excess Returns have?
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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 525 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?
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What guests have appeared on Excess Returns?
Recent guests on Excess Returns include:
1. Joe Davis
2. Brent Kochuba
3. Adam Parker
4. Gene Munster
5. Jeremy Grantham
6. Marc Rubinstein
7. Edward Chancellor
8. Rich Bernstein
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.