Excess Returns

Business & Economics Podcasts

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...

Episodes

Jim Paulsen on the Weakening Economy, Tech Bear Market Risk and the Bull Market Built on Fear

We Asked Fidelity's Ex-President What Made Peter Lynch Great — and Where Private Credit Risk Hides

Everyone Hates Bonds. Why Two Bond Managers Say You're Hating the Wrong Ones

All-In on the S&P 500 Worked for 18 Years | Jared Dillian on Why It's Still Wrong

Nvidia Is Betting on Its Customers. Gen Z Is Betting on Sports. Will It All End the Same Way?

Bearish Into November. Room to Run After: Why Dan Niles Is Watching Hyperscaler Credit Default Swaps

The Fed Credibility Narrative Has Turned | Ben Hunt on AI, the Consumer and Financial Repression

Sticky Inflation. Cheap Volatility. A Less Predictable Fed. Why Aren’t Markets More Worried?

The Profits Come Now. The Costs Come Later. Kevin Muir on Whether AI Earnings Are the Bubble

Private Equity Chased Software. Big Tech Is Chasing AI. Dan Rasmussen on If They Are Making the Same Mistake Twice

Only 2.7% Beat the S&P for 20 Years | Ian Cassel on What Elite Stock Pickers Do Differently

The Rally is Broadening. The Earnings Growth Isn't. Liz Ann Sonders on Which Breaks First

We Asked Andy Constan What Happens If AI Funding Breaks Before the Thesis — And if Warsh Blinks

We Asked Value Legend Bob Robotti Why the Real AI Trade Isn't AI — And Why Passive Helps Stock Pickers

Jim Paulsen Sees a Growth Scare Coming | The 34 Charts That Make Him Cautious

We Asked T. Rowe's $8 Billion Tech Manager Why We Are in 1998 — And Why Software Is in Trouble

David Rosenberg and Rich Bernstein on What Ends the AI Trade — And What They Own Instead

4% Inflation. Stretched Valuations. Why Is the Market Still Risk-On? | Tian Yang

The Biggest Leak in Finance | Brent Donnelly on Why You're Probably Too Bearish

A $20B Blowup. A War-Sized AI Bet. Was the Bottom Just a Margin Call? | Last Call