Podcast

Excess Returns

Author: Excess Returns
Feed episode count: 538
Official site: https://excessreturnspod.com
RSS: https://anchor.fm/s/9a1dfac/podcast/rss
JSON: /v1/public/podcasts/excess-returns-902655
Markdown: /podcast/excess-returns-902655.md

Summary

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.

Episodes

Jul 23, 2026 · not_requested

Not a Time for Big Bets | Aahan Menon on What 60 Years of Regime Data Says About Today’s Market

Duration seconds: 3475
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Not-a-Time-for-Big-Bets--Aahan-Menon-on-What-60-Years-of-Regime-Data-Says-About-Todays-Market-e3meol4

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Jul 21, 2026 · not_requested

We Asked the Man Who Mapped the AI Economy If the Boom Is Real — And Who Keeps the Money

Duration seconds: 4531
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/We-Asked-the-Man-Who-Mapped-the-AI-Economy-If-the-Boom-Is-Real--And-Who-Keeps-the-Money-e3mckk9

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Jul 18, 2026 · not_requested

It Only Happens at Bottoms | Andy Constan on the Options Extreme That Showed Up at the Highs

Duration seconds: 3456
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/It-Only-Happens-at-Bottoms--Andy-Constan-on-the-Options-Extreme-That-Showed-Up-at-the-Highs-e3m8f1u

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Jul 16, 2026 · not_requested

Jack Schwager on Timeless Lessons from Elite Traders

Duration seconds: 3715
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Jack-Schwager-on-Timeless-Lessons-from-Elite-Traders-e3m63bb

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Jul 14, 2026 · not_requested

The Recession the Unemployment Rate Can't See | Eric Pachman on the Data Beneath the Jobs Report

Duration seconds: 3976
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-Recession-the-Unemployment-Rate-Cant-See--Eric-Pachman-on-the-Data-Beneath-the-Jobs-Report-e3m2pb5

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Jul 11, 2026 · not_requested

Jim Paulsen Sees a Correction Coming | The 33 Charts That Turned Him Cautious

Duration seconds: 3523
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Jim-Paulsen-Sees-a-Correction-Coming--The-33-Charts-That-Turned-Him-Cautious-e3luo8e

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Jul 9, 2026 · not_requested

Big Uptrend. Tech Momentum Fading | Katie Stockton on the Rotation Investors Are Missing

Duration seconds: 3224
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Big-Uptrend--Tech-Momentum-Fading--Katie-Stockton-on-the-Rotation-Investors-Are-Missing-e3lreun

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Jul 7, 2026 · not_requested

We Asked a $1 Billion Quant Manager Why Concentration Isn't a Warning — and Small Caps Aren't Dead

Duration seconds: 3445
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/We-Asked-a-1-Billion-Quant-Manager-Why-Concentration-Isnt-a-Warning--and-Small-Caps-Arent-Dead-e3lpm8a

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Jul 6, 2026 · not_requested

The $600 Billion Loop | Jeff Klingelhofer on AI, the Return of Bonds and the Fed's Third Mandate

Duration seconds: 3393
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-600-Billion-Loop--Jeff-Klingelhofer-on-AI--the-Return-of-Bonds-and-the-Feds-Third-Mandate-e3lo1m3

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Jul 5, 2026 · not_requested

We Asked Meb Faber Why US Stocks Won for 250 Years — And If It Can Continue

Duration seconds: 3698
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/We-Asked-Meb-Faber-Why-US-Stocks-Won-for-250-Years--And-If-It-Can-Continue-e3lm241

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Jul 3, 2026 · not_requested

Semis Gone Parabolic. Fed Credibility Reversal. Can the Rally Survive the Flows?

Duration seconds: 3877
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Semis-Gone-Parabolic--Fed-Credibility-Reversal--Can-the-Rally-Survive-the-Flows-e3lk9vh

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Jul 2, 2026 · not_requested

The AI Trade, the Fed and the Next Phase of the Bull Market | Warren Pies

Duration seconds: 3330
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-AI-Trade--the-Fed-and-the-Next-Phase-of-the-Bull-Market--Warren-Pies-e3lib5s

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Jul 1, 2026 · not_requested

He Wrote the Book on Why Moats Fail | Ritavan on What Actually Compounds Instead

Duration seconds: 4319
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/He-Wrote-the-Book-on-Why-Moats-Fail--Ritavan-on-What-Actually-Compounds-Instead-e3lgvh0

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Jun 27, 2026 · not_requested

The 100 Year Thinkers: Chris Mayer on SpaceX, AI Reckoning, and Why Early Is Overrated

Duration seconds: 3506
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-100-Year-Thinkers-Chris-Mayer-on-SpaceX--AI-Reckoning--and-Why-Early-Is-Overrated-e3lbuak

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Jun 24, 2026 · not_requested

We Asked GMO’s Head of Asset Allocation Why This Bubble is Easy — But Investors Will Get it Wrong

Duration seconds: 4141
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/We-Asked-GMOs-Head-of-Asset-Allocation-Why-This-Bubble-is-Easy--But-Investors-Will-Get-it-Wrong-e3l7iod

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Jun 22, 2026 · not_requested

Finding Quality Growth in Emerging Markets with Ian Smith

Duration seconds: 3473
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Finding-Quality-Growth-in-Emerging-Markets-with-Ian-Smith-e3l4aq5

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Jun 20, 2026 · not_requested

The $2 Trillion Question | Tobias Carlisle on SpaceX, the AI Buildout, and the Rotation No One Sees

Duration seconds: 3498
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-2-Trillion-Question--Tobias-Carlisle-on-SpaceX--the-AI-Buildout--and-the-Rotation-No-One-Sees-e3l20ri

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Jun 19, 2026 · not_requested

The Trillion Dollar Gap | Aswath Damodaran on SpaceX, AI and the Big Market Delusion

Duration seconds: 4138
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-Trillion-Dollar-Gap--Aswath-Damodaran-on-SpaceX--AI-and-the-Big-Market-Delusion-e3l007v

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Jun 16, 2026 · not_requested

Andy Constan on the SpaceX IPO, AI CapEx, and the End of the Buyback Tailwind

Duration seconds: 3589
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Andy-Constan-on-the-SpaceX-IPO--AI-CapEx--and-the-End-of-the-Buyback-Tailwind-e3ksjk2

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Jun 13, 2026 · not_requested

The SpaceX IPO Meets a Huge Options Expiration | Brent Kochuba on What Comes Next

Duration seconds: 4094
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-SpaceX-IPO-Meets-a-Huge-Options-Expiration--Brent-Kochuba-on-What-Comes-Next-e3koc92

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Jun 11, 2026 · not_requested

Mike Green on What Happens When Passive Flows Meet the Largest IPO in History

Duration seconds: 2635
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Mike-Green-on-What-Happens-When-Passive-Flows-Meet-the-Largest-IPO-in-History-e3klb2k

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Jun 9, 2026 · not_requested

We Asked Vanguard’s Chief Economist Why AI Has Two Huge Tails — And Which One Wins

Duration seconds: 2906
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/We-Asked-Vanguards-Chief-Economist-Why-AI-Has-Two-Huge-Tails--And-Which-One-Wins-e3kht7m

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Jun 6, 2026 · not_requested

The SpaceX IPO… What Happens When $1.75 Trillion Meets 4% Float

Duration seconds: 3391
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-SpaceX-IPO-What-Happens-When-1-75-Trillion-Meets-4-Float-e3kdv10

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Jun 4, 2026 · not_requested

Tech Spending Has a Cash Problem | Jim Paulsen on the Two Signals That Could Trigger a Correction

Duration seconds: 3701
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Tech-Spending-Has-a-Cash-Problem--Jim-Paulsen-on-the-Two-Signals-That-Could-Trigger-a-Correction-e3kbor9

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Jun 2, 2026 · not_requested

He Quantified 200 Years of Disruption | Kai Wu on Separating Software Survivors from Value Traps

Duration seconds: 3836
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/He-Quantified-200-Years-of-Disruption--Kai-Wu-on-Separating-Software-Survivors-from-Value-Traps-e3k85uo

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May 30, 2026 · not_requested

The Three Cracks in the AI Trade | Ben Hunt, Brent Kochuba and Aahan Menon on What Could Derail the Market's Biggest Bet

Duration seconds: 4117
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-Three-Cracks-in-the-AI-Trade--Ben-Hunt--Brent-Kochuba-and-Aahan-Menon-on-What-Could-Derail-the-Markets-Biggest-Bet-e3k40t1

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May 28, 2026 · not_requested

Cheap Is a Warning, Not a Thesis | Adam Parker on What This Market Is Really Pricing

Duration seconds: 2983
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Cheap-Is-a-Warning--Not-a-Thesis--Adam-Parker-on-What-This-Market-Is-Really-Pricing-e3k14lu

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May 26, 2026 · not_requested

He Built the Fund He'd Hold 30 Years | Eric Crittenden on What Investors Pick When Labels Come Off

Duration seconds: 4014
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/He-Built-the-Fund-Hed-Hold-30-Years--Eric-Crittenden-on-What-Investors-Pick-When-Labels-Come-Off-e3jtqjm

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May 23, 2026 · not_requested

Cliff Asness on Bubbles, Private Equity and His Research Greatest Hits

Duration seconds: 4728
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Cliff-Asness-on-Bubbles--Private-Equity-and-His-Research-Greatest-Hits-e3jp5f8

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May 21, 2026 · not_requested

He Studied Every Bear Market Since 1929 | Ben Carlson on How the Worst Starting Point Still Made 8%

Duration seconds: 3426
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/He-Studied-Every-Bear-Market-Since-1929--Ben-Carlson-on-How-the-Worst-Starting-Point-Still-Made-8-e3jmko0

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May 19, 2026 · not_requested

Is AI Still in 1995? Gene Munster and Doug Clinton on the Next Phase of the AI Boom

Duration seconds: 3183
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Is-AI-Still-in-1995--Gene-Munster-and-Doug-Clinton-on-the-Next-Phase-of-the-AI-Boom-e3jjgqe

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May 16, 2026 · not_requested

Jeremy Grantham on AI, Bubbles and Why Mean Reversion Lives On

Duration seconds: 3864
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Jeremy-Grantham-on-AI--Bubbles-and-Why-Mean-Reversion-Lives-On-e3jf6sk

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May 15, 2026 · not_requested

He Studied the Financial System for Decades | Marc Rubinstein on Where the Real Risk Is

Duration seconds: 3812
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/He-Studied-the-Financial-System-for-Decades--Marc-Rubinstein-on-Where-the-Real-Risk-Is-e3jdttv

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May 14, 2026 · not_requested

Lessons from Investing Through Bubble Regimes with Andy Constan

Duration seconds: 3876
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Lessons-from-Investing-Through-Bubble-Regimes-with-Andy-Constan-e3jba2o

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May 12, 2026 · not_requested

He Wrote the Book on Bubbles | Edward Chancellor on If AI is Different

Duration seconds: 4624
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/He-Wrote-the-Book-on-Bubbles--Edward-Chancellor-on-If-AI-is-Different-e3j9jl0

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May 10, 2026 · not_requested

We Asked an Options Expert Why This Melt Up Hasn’t Broken — and Which Signal Could End It

Duration seconds: 4047
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/We-Asked-an-Options-Expert-Why-This-Melt-Up-Hasnt-Broken--and-Which-Signal-Could-End-It-e3j5nao

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May 8, 2026 · not_requested

We Asked a $4.5B Quant Manager Why the S&P 500 Is Just 46 Stocks — and Why Small Caps Aren't Dead

Duration seconds: 3766
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/We-Asked-a-4-5B-Quant-Manager-Why-the-SP-500-Is-Just-46-Stocks--and-Why-Small-Caps-Arent-Dead-e3j3bj5

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May 6, 2026 · not_requested

The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate

Duration seconds: 4606
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-Last-Moat--Chris-Mayer-and-Ian-Cassel-on-the-Stock-Picking-Edge-AI-Cant-Replicate-e3ivebe

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May 4, 2026 · not_requested

We Asked Rich Bernstein and Chris Davis Why This Market Isn’t as Safe as It Feels

Duration seconds: 4216
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/We-Asked-Rich-Bernstein-and-Chris-Davis-Why-This-Market-Isnt-as-Safe-as-It-Feels-e3is630

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May 1, 2026 · not_requested

We Asked Ben Hunt, Jim Paulsen, Kevin Muir and Brent Kochuba Why Bad News Can’t Break This Market

Duration seconds: 4068
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/We-Asked-Ben-Hunt--Jim-Paulsen--Kevin-Muir-and-Brent-Kochuba-Why-Bad-News-Cant-Break-This-Market-e3ioqa9

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Apr 29, 2026 · not_requested

The Opportunity No One Sees | Richard Bernstein on Finding Value in a Narrow Market

Duration seconds: 3744
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-Opportunity-No-One-Sees--Richard-Bernstein-on-Finding-Value-in-a-Narrow-Market-e3il1oq

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Apr 27, 2026 · not_requested

Feeling Safe Is the Risk | Chris Davis on Finding Durable Companies in a Disrupted World

Duration seconds: 3752
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Feeling-Safe-Is-the-Risk--Chris-Davis-on-Finding-Durable-Companies-in-a-Disrupted-World-e3ihi46

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Apr 24, 2026 · not_requested

Buy High, Sell Higher | Travis Prentice on Dispersion, Passive's Structural Risk and Why 52 Week Highs Don't Mean What You Think

Duration seconds: 3558
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Buy-High--Sell-Higher--Travis-Prentice-on-Dispersion--Passives-Structural-Risk-and-Why-52-Week-Highs-Dont-Mean-What-You-Think-e3iddr1

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Apr 22, 2026 · not_requested

The Secular Plateau | Chris Bloomstran on Why We May Be at Peak Valuations

Duration seconds: 4117
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-Secular-Plateau--Chris-Bloomstran-on-Why-We-May-Be-at-Peak-Valuations-e3i9hfu

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Apr 19, 2026 · not_requested

We Asked David Rosenberg Why He Owns Almost No US Stocks — and What He Holds Instead

Duration seconds: 3928
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/We-Asked-David-Rosenberg-Why-He-Owns-Almost-No-US-Stocks--and-What-He-Holds-Instead-e3i4it8

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Apr 17, 2026 · not_requested

The Resilience No One Trusts | Brent Donnelly on Why War and Oil Haven’t Broken This Market

Duration seconds: 3883
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-Resilience-No-One-Trusts--Brent-Donnelly-on-Why-War-and-Oil-Havent-Broken-This-Market-e3i21br

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Apr 15, 2026 · not_requested

The Bear Market No One Sees | Liz Ann Sonders on the Real Story Indexes Hide

Duration seconds: 3896
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-Bear-Market-No-One-Sees--Liz-Ann-Sonders-on-the-Real-Story-Indexes-Hide-e3huoum

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Apr 13, 2026 · not_requested

The Forever Invariable Truth | Jim Grant on War, Inflation, and What Comes Next

Duration seconds: 3800
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-Forever-Invariable-Truth--Jim-Grant-on-War--Inflation--and-What-Comes-Next-e3hqu9s

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Apr 11, 2026 · not_requested

The Market the Tweets Can’t Break | What the Options Market Tells Us About What Comes Next

Duration seconds: 4142
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-Market-the-Tweets-Cant-Break--What-the-Options-Market-Tells-Us-About-What-Comes-Next-e3hov3r

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Apr 9, 2026 · not_requested

The Risk at the End of the Whip | GMO’s Tom Hancock on Finding Conviction Amid the AI Hype

Duration seconds: 3520
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-Risk-at-the-End-of-the-Whip--GMOs-Tom-Hancock-on-Finding-Conviction-Amid-the-AI-Hype-e3hlqsc

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Apr 8, 2026 · not_requested

The Walmart Indicator Just Hit 2008 Levels | Jim Paulsen on the Big Difference This Time

Duration seconds: 3586
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-Walmart-Indicator-Just-Hit-2008-Levels--Jim-Paulsen-on-the-Big-Difference-This-Time-e3hjvep

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Apr 6, 2026 · not_requested

The Inevitability No One Sees | $11 Billion Tech Manager on What Investors Miss About AI

Duration seconds: 3755
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-Inevitability-No-One-Sees--11-Billion-Tech-Manager-on-What-Investors-Miss-About-AI-e3hggb5

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Apr 3, 2026 · not_requested

The Signal Before the Spike | Katie Stockton on What the Charts Tell Us About What Comes Next

Duration seconds: 2914
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-Signal-Before-the-Spike--Katie-Stockton-on-What-the-Charts-Tell-Us-About-What-Comes-Next-e3hcjgb

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Apr 2, 2026 · not_requested

Michael Mauboussin | AI, Base Rates, and Investing in the New Economy

Duration seconds: 3704
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/Michael-Mauboussin--AI--Base-Rates--and-Investing-in-the-New-Economy-e3has2a

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Mar 31, 2026 · not_requested

The Stagflation Regime | Aahan Menon on What Works When Stocks and Bonds Don’t

Duration seconds: 3494
Source: https://podcasters.spotify.com/pod/show/excess-returns/episodes/The-Stagflation-Regime--Aahan-Menon-on-What-Works-When-Stocks-and-Bonds-Dont-e3h87oi

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