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Excess Returns - Podcast | OndaCast

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Excess Returns

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Excess Returns

ByExcess Returns

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.

427 episodes•0 subscribers•0 Total Listens

Episode Playlist

50 episodes

The Average Return That Never Comes | Sam Ro on 10 Stock Market Truths Investors Get Wrong

Sep 20, 2025•—

The Average Return That Never Comes | Sam Ro on 10 Stock Market Truths Investors Get Wrong

Finding Decade-Long Compounders with Joseph Shaposhnik

Sep 22, 2025•—

Finding Decade-Long Compounders with Joseph Shaposhnik

Finding the Next Great Tech Compounders | John Tinsman

Sep 25, 2025•—

Finding the Next Great Tech Compounders | John Tinsman

The New Valuation Regime | Jim Paulsen on Confidence, Inflation and the Coming Market Supports

Sep 27, 2025•—

The New Valuation Regime | Jim Paulsen on Confidence, Inflation and the Coming Market Supports

A Practical Guide to Market Valuation with Ben Carlson

Sep 29, 2025•—

A Practical Guide to Market Valuation with Ben Carlson

A Volatility Masterclass | Timeless Lessons from 30 Year Options Trader Noel Smith

Oct 2, 2025•—

A Volatility Masterclass | Timeless Lessons from 30 Year Options Trader Noel Smith

Evidence Based Factor Investing | Matt Zenz

Oct 4, 2025•—

Evidence Based Factor Investing | Matt Zenz

The Expensive Truth About Cheap Investing | Bogumil Baranowski

Oct 5, 2025•—

The Expensive Truth About Cheap Investing | Bogumil Baranowski

Electricity Is the New Oil | Rob Thummel on the Energy Opportunity from the AI Boom

Oct 6, 2025•—

Electricity Is the New Oil | Rob Thummel on the Energy Opportunity from the AI Boom

Big Rally. First Sell Signal Since April | Katie Stockton on What the Charts Say Could Come Next

Oct 8, 2025•—

Big Rally. First Sell Signal Since April | Katie Stockton on What the Charts Say Could Come Next

What a Global Regime Change Means for Investors | Julian Brigden

Oct 8, 2025•—

What a Global Regime Change Means for Investors | Julian Brigden

The Four Pillars of Macro - And What They Say About This Market | Andy Constan

Oct 9, 2025•—

The Four Pillars of Macro - And What They Say About This Market | Andy Constan

Investing in a Debasement Regime | Warren Pies

Oct 11, 2025•—

Investing in a Debasement Regime | Warren Pies

The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on Finding the Next Great Compounders

Oct 13, 2025•—

The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on Finding the Next Great Compounders

Timeless Lessons from a Trend Following Legend | Jerry Parker

Oct 15, 2025•—

Timeless Lessons from a Trend Following Legend | Jerry Parker

Buffett, Sun Tzu and the Ancient Art of Risk Taking | Tobias Carlisle

Oct 16, 2025•—

Buffett, Sun Tzu and the Ancient Art of Risk Taking | Tobias Carlisle

The Case That We Are in the Early Stages of an AI Bull Market | Gene Munster and Doug Clinton

Oct 17, 2025•—

The Case That We Are in the Early Stages of an AI Bull Market | Gene Munster and Doug Clinton

The Bear Stearns Moment | Ben Hunt on How Private Credit Unravels

Oct 19, 2025•—

The Bear Stearns Moment | Ben Hunt on How Private Credit Unravels

The Regime Change No One Sees | Adam Parker on Why Valuations Are Lying to You

Oct 21, 2025•—

The Regime Change No One Sees | Adam Parker on Why Valuations Are Lying to You

The 4% That Drive All Returns | Larry Swedroe on What You're Getting Wrong About the S&P 500

Oct 22, 2025•—

The 4% That Drive All Returns | Larry Swedroe on What You're Getting Wrong About the S&P 500

Investing in a Liquidity Dominated Market | Remi Tetot

Oct 24, 2025•—

Investing in a Liquidity Dominated Market | Remi Tetot

Most Never Escape Stage 3 | Rick Ferri on the Education of an Index Investor

Oct 25, 2025•—

Most Never Escape Stage 3 | Rick Ferri on the Education of an Index Investor

Everyone Feared Recession. His Data Said Otherwise | US Bank CIO Eric Freedman on What It Says Now

Oct 26, 2025•—

Everyone Feared Recession. His Data Said Otherwise | US Bank CIO Eric Freedman on What It Says Now

The 40 CAPE Conundrum | Meb Faber on What High Valuations Mean for Markets

Oct 27, 2025•—

The 40 CAPE Conundrum | Meb Faber on What High Valuations Mean for Markets

The Inflation Risk Investors Miss | Nancy Davis

Oct 28, 2025•—

The Inflation Risk Investors Miss | Nancy Davis

The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet

Oct 29, 2025•—

The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet

The Liquidity Trap Door | Cem Karsan on Why We Are Likely in a Bubble, It Could Get Bigger, And What Pops It

Oct 31, 2025•—

The Liquidity Trap Door | Cem Karsan on Why We Are Likely in a Bubble, It Could Get Bigger, And What Pops It

The Case for Permanently Higher Market Valuations | Jim Paulsen

Nov 2, 2025•—

The Case for Permanently Higher Market Valuations | Jim Paulsen

99.9% Focus on the Wrong Question | Victor Haghani on Why Static Allocation Fails

Nov 4, 2025•—

99.9% Focus on the Wrong Question | Victor Haghani on Why Static Allocation Fails

The Most Extreme Speculation in 40 Years | Richard Bernstein on What It Means for Markets

Nov 5, 2025•—

The Most Extreme Speculation in 40 Years | Richard Bernstein on What It Means for Markets

The Bull Market You Don’t Want to Believe | Rupert Mitchell on China vs. the Mag Seven

Nov 7, 2025•—

The Bull Market You Don’t Want to Believe | Rupert Mitchell on China vs. the Mag Seven

The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin

Nov 9, 2025•—

The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin

He Invented the 4% Rule | Bill Bengen on Why He Now Thinks 5% Works

Nov 11, 2025•—

He Invented the 4% Rule | Bill Bengen on Why He Now Thinks 5% Works

The Hidden Fingerprints of 100 Baggers | Chris Mayer and Robert Hagstrom on Finding the Perfect Business

Nov 13, 2025•—

The Hidden Fingerprints of 100 Baggers | Chris Mayer and Robert Hagstrom on Finding the Perfect Business

$1 Trillion AI Bet. $10 Billion in Profits | Bob Elliott on the AI Income That Isn't Coming

Nov 14, 2025•—

$1 Trillion AI Bet. $10 Billion in Profits | Bob Elliott on the AI Income That Isn't Coming

The Two Tailed Market Risk | Brent Kochuba on What the Options Market Tells Us About What Comes Next

Nov 16, 2025•—

The Two Tailed Market Risk | Brent Kochuba on What the Options Market Tells Us About What Comes Next

The Bull Market Where Everyone Feels Broke | Behind the Rise of Financial Nihilism

Nov 18, 2025•—

The Bull Market Where Everyone Feels Broke | Behind the Rise of Financial Nihilism

The Bubble You Can't Short | Rob Arnott on What You Can Do Instead

Nov 19, 2025•—

The Bubble You Can't Short | Rob Arnott on What You Can Do Instead

The Risk Isn't Where You Think | Carl Kaufman on AI Capex, Private Credit and the Hidden Bond Play

Nov 21, 2025•—

The Risk Isn't Where You Think | Carl Kaufman on AI Capex, Private Credit and the Hidden Bond Play

The Pattern Is Staggering | Mary Ann Bartels on Why This Bull Market Is Just Getting Started

Nov 23, 2025•—

The Pattern Is Staggering | Mary Ann Bartels on Why This Bull Market Is Just Getting Started

The Real Estate Bust Was the Plan | Louis-Vincent Gave on China's Brute Force Growth Strategy

Nov 26, 2025•—

The Real Estate Bust Was the Plan | Louis-Vincent Gave on China's Brute Force Growth Strategy

World War AI | Ben Hunt on the Economic Consequences of the AI Boom

Nov 28, 2025•—

World War AI | Ben Hunt on the Economic Consequences of the AI Boom

The One Lesson | 50+ Great Investors Share the One Thing They Would Teach You

Nov 30, 2025•—

The One Lesson | 50+ Great Investors Share the One Thing They Would Teach You

3% Inflation Isn't the Problem | Jim Paulsen on Why 2% Growth is the Crisis

Dec 2, 2025•—

3% Inflation Isn't the Problem | Jim Paulsen on Why 2% Growth is the Crisis

The Thunderclap That Ends the Cycle | Jim Grant on the Risk No One Sees

Dec 4, 2025•—

The Thunderclap That Ends the Cycle | Jim Grant on the Risk No One Sees

The Risk is in the Water | Graeme Forster on Six Courageous Questions for 2026

Dec 6, 2025•—

The Risk is in the Water | Graeme Forster on Six Courageous Questions for 2026

The Single Most Important Metric | Matt Reustle on the Patterns That Separate Great Businesses

Dec 8, 2025•—

The Single Most Important Metric | Matt Reustle on the Patterns That Separate Great Businesses

Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures

Dec 10, 2025•—

Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures

He Was Overweight Tech for 15 Years. He Just Downgraded the Mag Seven | Ed Yardeni Explains Why

Dec 11, 2025•—

He Was Overweight Tech for 15 Years. He Just Downgraded the Mag Seven | Ed Yardeni Explains Why

Magnet Above. Trap Door Below | Inside the Options Flows Driving Markets with Brent Kochuba

Dec 13, 2025•—

Magnet Above. Trap Door Below | Inside the Options Flows Driving Markets with Brent Kochuba

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Help Contact Terms Privacy Copyright DMCA About Radio Guide Embed Player

Waves Explore Library Vibes Podcasts Audiobooks