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.
An Evidence-Based Approach to Markets with Larry Swedroe
60 hours 29 mins; December 08, 2022
Talking Convexity, Interest Rates and the Future of Inflation with Harley Bassman
58 mins; November 29, 2022
A Common Sense Approach to Markets with Ben Carlson
56 mins; November 22, 2022
Show Us Your Portfolio: Ben Hunt
56 mins; November 17, 2022
Talking Trend Following with Original Turtle Trader Jerry Parker
62 hours 49 mins; November 10, 2022
Show Us Your Portfolio: Ryan Kirlin
57 mins; November 03, 2022
Show Us Your Portfolio: Rob Arnott
54 mins; October 27, 2022
Replicating Hedge Fund Strategies with Andrew Beer
74 hours 55 mins; October 20, 2022
Show Us Your Portfolio: Dr. Daniel Crosby
61 hours 47 mins; October 13, 2022
Low Volatility Investing and the Conservative Formula with Pim van Vliet
57 mins; October 06, 2022
Show Us Your Portfolio: Brent Kochuba
59 mins; September 29, 2022
Six Experts Help Us Understand the Future of the 60-40 Portfolio – And Some Alternatives to It
32 mins; September 22, 2022
Show Us Your Portfolio: Darius Dale
53 mins; September 15, 2022
Show Us Your Portfolio: Ryan Krueger
46 mins; September 08, 2022
Everything Investors Need to Know About Federal Reserve Policy with Cullen Roche
66 hours 4 mins; September 01, 2022
Talking All Things Value Investing with Tobias Carlisle
64 hours 30 mins; August 25, 2022
Show Us Your Portfolio: Rick Ferri
62 hours 4 mins; August 18, 2022
Show Us Your Portfolio: Phil Huber
52 mins; August 11, 2022
Constructing an Intangible Asset Based Value Strategy with Kai Wu
53 mins; August 04, 2022
What is the One Lesson You Would Teach the Average Investor? Ten Great Investors Tell Us
27 mins; July 28, 2022
Value Investing, Compounding and Lifelong Learning with Gautam Baid
48 mins; July 25, 2022
Finding Opportunity in the Technology Stock Storm with Robert Cantwell and Lars Cianciolo
59 mins; July 20, 2022
Option Dealer Flows, Inflation and Investing in a Changing World with Cem Karsan
74 hours 4 mins; July 15, 2022
Investing in a World of Low Expected Returns with AQR's Antti Ilmanen
58 mins; July 12, 2022
The Average Investor's Guide to the Current Bear Market
39 mins; July 01, 2022
The Case for Long-Term Value Investing with Jim Cullen
47 mins; June 28, 2022
Six Experts Help Us Understand Momentum Investing
24 mins; June 21, 2022
Show Us Your Portfolio: Wes Gray
66 hours 19 mins; June 14, 2022
Everything Investors Need to Know About Risk Parity with Adam Butler
81 hours 49 mins; June 07, 2022
Systematic Global Macro Investing with GMO’s Martin Emery
38 mins; June 02, 2022
Four Ways Value Investors Can Use Momentum
17 mins; May 31, 2022
What Investors Need to Know About the Impact of Options on the Stock Market with Brent Kochuba
53 mins; May 24, 2022
Harnessing Empirical Finance in Long-Term Investing Strategies with Dimensional’s Savina Rizova
68 hours 22 mins; May 19, 2022
Mike Green on the Dangers of the Rise of Passive Investing
64 hours 34 mins; May 12, 2022
Navigating Bull and Bear Markets Using Trend Following
22 mins; May 08, 2022
Ten of the Biggest Financial Mistakes Investors Make – And How To Avoid Them – With Peter Lazaroff
56 mins; May 05, 2022
Show Us Your Portfolio: Meb Faber
73 hours 30 mins; April 26, 2022
Jack Schwager on What We Can Learn From History’s Best Traders
75 hours 21 mins; April 21, 2022
Four Experts Help Us Understand Inflation - And What It Means for Investors
34 mins; April 14, 2022
Applying Machine Learning to Value Investing with Euclidean’s John Alberg
57 mins; April 10, 2022
The Importance of Drawdown Management in Retirement Planning
25 mins; April 03, 2022
Constructing a Crypto Index with Jeremy Schwartz and Michael Batnick
53 mins; March 27, 2022
Breaking Down the Russia Ukraine Conflict with Epsilon Theory’s Ben Hunt
61 hours 18 mins; March 20, 2022
Ten Great Investors Share the One Lesson They Would Teach the Average Investor
18 mins; March 13, 2022
Dual Momentum Investing with Gary Antonacci
43 mins; March 08, 2022
Gamma, Vanna, Charm and the Impact of Options on the Stock Market with Jason DeLorenzo
54 mins; March 03, 2022
Systematic Macro Investing with 42 Macro Founder Darius Dale
60 hours 21 mins; February 20, 2022
An Inside Look at the GameStop Story and the Revolution That Wasn't With Spencer Jakab
68 hours 27 mins; February 13, 2022
Motley Fool Founder David Gardner on Finding Rule Breaking Growth Stocks
69 hours 15 mins; February 06, 2022
Some Thoughts on the Recent Market Decline
17 mins; January 30, 2022
In Pursuit of the Perfect Portfolio with Stephen Foerster
59 mins; January 25, 2022
A Deep Dive Into Quality Growth Investing with Harding Loevner's Rick Schmidt
51 mins; January 20, 2022
Six Lessons We Learned While Navigating the Market in 2021
25 mins; January 09, 2022
10 Lessons From Our 5 Most Popular Podcasts of 2021 - Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, Tobias Carlisle
50 mins; January 02, 2022
A Tactical Approach to Conservative Investing with Sierra Investment Management's Dave Wright
43 mins; December 28, 2021
Michael Mauboussin on Valuation, Base Rates and Expectations Investing
58 mins; December 19, 2021
Is the Market Rigged in Favor of Corporate Insiders? We Talk to Wharton Professor Daniel Taylor to Find Out
58 mins; December 12, 2021
Inflation, Factors and Stock Returns with Ehren Stanhope
53 mins; December 05, 2021
Andrew Thrasher Schools Two Value Guys on Technical Analysis and Forecasting Volatility Tsunamis
47 mins; November 28, 2021
Lu Zhang On The Evolution of Asset Pricing Models And His First Principles Approach to Improve Them
55 mins; November 21, 2021
An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert
55 mins; November 16, 2021
Sheridan Titman On His Seminal Paper on Momentum Investing and What He Has Learned Since
35 mins; November 07, 2021
Everything You Need to Know About Inflation with Cullen Roche
63 hours 6 mins; October 31, 2021
Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth
59 mins; October 24, 2021
The Underappreciated Growth Story of Emerging Markets with Kevin Carter
54 mins; October 17, 2021
Worried About the Future of the 60-40 Portfolio? We Look at Some Alternatives
21 mins; October 10, 2021
Balancing Return and Risk in Factor Investing with Harin de Silva
51 mins; October 03, 2021
Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker
59 mins; September 26, 2021
Return Stacking with Corey Hoffstein and Rodrigo Gordillo
52 mins; September 19, 2021
Gregg Fisher on the Future of Value, Investing in Innovation and Lessons From 20+ Years as a Quant
54 mins; September 16, 2021
The Elusive Definition of Quality
16 mins; September 12, 2021
An In-Depth Look at Factor Valuation - And Which Factors Look Cheap Today
19 mins; September 05, 2021
Investing in Quality Dividend Growers to Achieve Your "Freedom Day" With Ryan Krueger
49 mins; August 29, 2021
The Downside of Conviction
18 mins; August 15, 2021
Combining Growth and Momentum Investing with O'Neil Global's Randy Watts and WisdomTree's Jeremy Schwartz
37 mins; August 12, 2021
The Return of Tobias Carlisle
62 hours 40 mins; August 05, 2021
A Deep Dive into Sector Investing with State Street's Matt Bartolini
40 mins; July 29, 2021
The Facts About Factor Timing
20 mins; July 25, 2021
The Truth About Dividend Investing
15 mins; July 18, 2021
The Underrated Role of Behavior in Investing with Joe Wiggins
49 mins; July 15, 2021
An Inside Look at the Contrarian Investment Strategy of David Dreman
14 mins; July 11, 2021
The Hidden Benefits of Rebalancing - And Some Tactics to Optimize the Process
18 mins; July 04, 2021
The Biggest Lessons From Our First 100 Episodes
38 mins; July 01, 2021
Rob Arnott on Inflation, Bubbles and the Future of Value Investing
55 mins; June 24, 2021
Some Quantitative Alternatives to the 60-40 Portfolio
21 mins; June 20, 2021
A Deep Dive into Factor Investing and the Future Potential of China with Jason Hsu
40 mins; June 13, 2021
Finding Quality Value Stocks With Joseph Piotroski's F Score Methodology
14 mins; June 06, 2021
Robert Hagstrom on Warren Buffett, Bill Miller and Finding High Quality Companies
50 mins; June 03, 2021
Could ARK Pose a Systemic Risk to the Market? A Look at How ETFs Work Can Help Us Find Out
21 mins; May 30, 2021
Inside the First Hedge Fund to ETF Conversion and Finding Long-Term Compounders with Robert Cantwell
57 mins; May 27, 2021
What Valuation Can Tell You About the Market – And What it Can’t
18 mins; May 24, 2021
A Safety First Approach to Retirement Planning and the Problems with the 4% Rule with Wade Pfau
35 mins; May 20, 2021
Some Options for Managing Risk After a Big Market Run
16 mins; May 16, 2021
An In Depth Look at Asset Allocation with Jim Masturzo of Research Affiliates
57 mins; May 13, 2021
Strategy Focus: Low Volatility Investing and the Conservative Formula
17 mins; May 09, 2021
Six Potential Metrics to Help Limit Value Traps
17 mins; May 02, 2021
Investing in Freedom in Emerging Markets with Perth Tolle, Founder of Life + Liberty Indexes
46 mins; April 29, 2021
Academic Research Spotlight: Migration by Eugene Fama and Kenneth French
18 mins; April 25, 2021
The Three Keys to Understanding Investing Bubbles
15 mins; April 18, 2021
A Detailed Look at All Weather Investing with Eric Crittenden