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Excess Returns

Excess Returns

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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.

Recent Episodes

  • False Recession Alarms. Real Risks. | Aahan Menon on What Investors Are Missing

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  • How Option Dealer Flows Impact the Stock Market

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  • The Great Moderation is Over. The Great Convergence is Here | Luca Paolini on What Comes Next

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  • Whipsaws, Drawdowns, and Disbelief | Eric Crittenden on the Best Diversifier No One Buys

    3 weeks ago

  • Broken Models. Misleading Yields | Ryan Krueger on Avoiding the Dividend Trap

    4 weeks ago

  • 500,000 More Sellers Than Buyers. First Time in a Decade | Daryl Fairweather on What Comes Next

    4 weeks ago

  • Buffett Does It. Most Value Investors Don’t | Robert Hagstrom on the Real Key to Compounding

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  • Recession Indicators Are Breaking. Inflation Isn’t | Megan Horneman on What Comes Next

    1 month ago

  • Broken Data. Hidden Opportunity | GMO's Warren Chiang on Deep Value’s Historic Setup

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  • Blind to Power: The Hidden Investing Risk of Rising Strongmen | Peter Atwater

    1 month ago