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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Antal avsnitt
531
Senaste avsnittet
7 juli 2026
Genomsnittslängd
52 min
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Totalt antal minuter
27825 min
Aktiva år
2019 - 2026
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Excess Returns
Visar 1–10 av 531 avsnitt
7 juli 2026
We Asked a $1 Billion Quant Manager Why Concentration Isn't a Warning — and Small Caps Aren't Dead
57 min
6 juli 2026
The $600 Billion Loop | Jeff Klingelhofer on AI, the Return of Bonds and the Fed's Third Mandate
57 min
5 juli 2026
We Asked Meb Faber Why US Stocks Won for 250 Years — And If It Can Continue
62 min
3 juli 2026
Semis Gone Parabolic. Fed Credibility Reversal. Can the Rally Survive the Flows?
65 min
2 juli 2026
The AI Trade, the Fed and the Next Phase of the Bull Market | Warren Pies
56 min
1 juli 2026
He Wrote the Book on Why Moats Fail | Ritavan on What Actually Compounds Instead
72 min
27 juni 2026
The 100 Year Thinkers: Chris Mayer on SpaceX, AI Reckoning, and Why Early Is Overrated
58 min
24 juni 2026
We Asked GMO’s Head of Asset Allocation Why This Bubble is Easy — But Investors Will Get it Wrong
69 min
22 juni 2026
Finding Quality Growth in Emerging Markets with Ian Smith
58 min
20 juni 2026
The $2 Trillion Question | Tobias Carlisle on SpaceX, the AI Buildout, and the Rotation No One Sees
58 min
