Excess Returns

Excess Returns

Topics: Investing

No. 194 in BusinessNew

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.

Latest episodeTech is Selling Off. AI Debt Fears Are Rising. So Why Does a $4B Manager See a Reverse Bubble?October 30, 2026 · 63 min

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Latest episodes

1. Tech is Selling Off. AI Debt Fears Are Rising. So Why Does a $4B Manager See a Reverse Bubble?October 30, 2026 · 63 min
2. The S&P 500 Is Just 50 Stocks. The Nasdaq Is a 67% AI Bet. Kai Wu on What Else Is Hiding in Your FundsOctober 29, 2026 · 71 min
3. Dr. Daniel Crosby on Behaviorally Optimal Portfolios, Risk Composure and the Casino MythOctober 27, 2026 · 50 min
4. Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip?October 24, 2026 · 64 min
5. He Asked 25 Finance Pros How They Invest Their Own Money: Brian Portnoy on What the Models Get WrongOctober 23, 2026 · 57 min
6. Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AIOctober 21, 2026 · 69 min
7. The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?October 18, 2026 · 63 min
8. We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves OutOctober 17, 2026 · 63 min
9. Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession SignalOctober 16, 2026 · 63 min
10. AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?October 14, 2026 · 67 min

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