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 | 508 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
AI is moving from hype to real enterprise adoption, and Gene Munster and Doug Clinton join Excess Returns to explain what that means for investors, technology stocks, energy demand, jobs and the next phase of the AI trade. We discuss why AI may still... more
Jeremy Grantham joins Excess Returns to discuss The Making of a Permabear, mean reversion, market bubbles, AI, the Magnificent 7, and the long-term lessons investors can take from his career at GMO. We cover why he rejects the simple “permabear” labe... more
Marc Rubinstein joins Excess Returns to explain what private credit, bank earnings, insurance balance sheets, fintech growth, and arbitrage firms reveal about the modern financial system. The conversation covers why private credit risks may not be sy... more
First Principles with Andy Constan launches with a deep dive into market bubbles, AI, semiconductor stocks, and the financial conditions that can turn powerful technological change into a dangerous investment regime. Andy explains how bubbles form, w... 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 States4 months ago - Tony Greer
Tony Greer= one star, hard to take investment advice from such a blow hard.
Apple Podcasts1maybdihjlzUnited States4 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 States4 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 States4 months ago - 4th turning 🌎
I’m so glad you guys have finished with Grant Williams now. Squee
Apple Podcasts5QrrvjkgxhjlkvgUnited States4 months ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #93 | United States/Business/Investing |
Apple Podcasts | #65 |  United Kingdom/Business/Investing |
Apple Podcasts | #77 |  Canada/Business/Investing |
Apple Podcasts | #199 | Canada/Business |
Apple Podcasts | #208 | United Kingdom/Business |
Apple Podcasts | #100 |  Australia/Business/Investing |
Talking Points
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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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 delivers long-form discussions on investing, macro themes, and portfolio strategy through expert guests and quantitative perspectives. Topics frequently center on AI implications for productivity, market structure, value vs. growth, global diversification, and practical frameworks for building and managing portfolios. The hosts emphasize rigorous analysis, data-driven reasoning, and a patient, long-horizon approach to investing, often featuring counterpoints from guests to challenge conventional narratives. Notable strengths include deep-dive research, a willingness to dissect controversial ideas with methodological rigor, and a track record of drawing on established investing frameworks to evaluate new trends.
Where can I find podcast stats for Excess Returns?
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How many listeners does Excess Returns get?
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What are the audience demographics for Excess Returns?
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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. Top Traders Unplugged
4. The Acquirers Podcast
5. Forward Guidance
How many episodes of Excess Returns are there?
Excess Returns launched 6 years ago and published 508 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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Where can I see ratings and reviews for Excess Returns?
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What guests have appeared on Excess Returns?
Recent guests on Excess Returns include:
1. Edward Chancellor
2. Rich Bernstein
3. Kevin Muir
4. Richard Bernstein
5. Travis Prentice
6. Chris Bloomstran
7. Brent Donnelly
8. Jim Grant
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.