Excess Returns
Business & Economics Podcasts
Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea Capital Management. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, and talk to interesting guests with the goal of helping those who watch and listen become better long term investors.
Location:
United States
Description:
Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea Capital Management. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, and talk to interesting guests with the goal of helping those who watch and listen become better long term investors.
Language:
English
Cem Karsan and Andy Constan | PNL For A Purpose
Duration:00:58:06
Show Us Your Portfolio: Jared Dillian
Duration:00:46:18
Evaluating the Macro Landscape and Finding Great Companies with Jeff Muhlenkamp
Duration:01:08:50
Navigating the Islands of Macro with Andy Constan
Duration:01:00:27
The Case for Value Investing with Tobias Carlisle
Duration:01:05:21
Value Investing, Inflation and Expected Returns with Rob Arnott
Duration:00:58:46
The AI Bubble Thesis with Doug Clinton
Duration:00:59:16
Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins
Duration:00:54:10
Investing in the Future of Health Care with Mike Taylor
Duration:00:55:47
Show Us Your Portfolio: Bob Elliott
Duration:01:00:12
Has Passive Investing Broken the Market? | Mike Green
Duration:00:59:27
The Next Chapter for Inflation with Cullen Roche
Duration:01:01:34
The No Landing Scenario with Cem Karsan
Duration:01:01:18
Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira
Duration:00:53:01
Show Us Your Portfolio: Katie Stockton
Duration:00:52:47
Show Us Your Portfolio: Katie Stockton
Duration:00:52:47
Show Us Your Portfolio: Andrew Beer
Duration:01:11:44
High Conviction Value Investing with Chris Davis
Duration:01:04:07
What Generative AI Means for Investors with Adam Butler
Duration:01:03:43
100+ Great Investors Share Their Most Important Investing Lesson
Duration:02:32:45