Excess Returns

Excess Returns

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About

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.

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Recent episodes

  • The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great BusinessesOct 11, 2026 · 1 hr 14 min
  • Katie Stockton Still Sees a Bull Market. So Why Is Her ETF Only 50% in Stocks?Oct 8, 2026 · 42 min
  • Tom Maher on Small-Cap Investing, AI Infrastructure and Opportunities Beyond Big TechOct 7, 2026 · 1 hr 6 min
  • Ed Yardeni Still Sees S&P 10,000 by 2029. So Why Is He Getting More Cautious?Oct 4, 2026 · 59 min
  • The 10-Year Hit a 24-Year High. Nobody Is Buying Puts. Are You Watching the Wrong Market?Oct 3, 2026 · 56 min
  • They Beat All US Stock Funds Since 2003 | Michael Baron on the AI Winners Investors MissOct 1, 2026 · 1 hr 2 min
  • The Game Was Rigged in Their Favor. 28% Went Bust Anyway | Kris Abdelmessih on How to Size BetsSep 29, 2026 · 50 min
  • We Asked the Data Journalist Who Rebuilt the Jobs Report What the Headline Number HidesSep 26, 2026 · 1 hr 14 min
  • He Lost $157,000 in 3 Minutes | Jack Raines on the Lesson Winning Never Taught HimSep 23, 2026 · 60 min
  • The AI Gap Is Closing | Jason Hsu on China, Momentum Crashes and the S&P’s Seven-Stock BetSep 20, 2026 · 55 min

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