Excess Returns

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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Every guest on Excess Returns

212 guests, ranked by how many people never want them back.

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Michael Robbins
Quantitative Asset Management - Building Systematic Real-World Strategies with Michael Robbins · Sep 2023

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Ben Inker
Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker · Sep 2021

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Clare Flynn Levy
Lessons from Evaluating Investment Managers with Clare Flynn Levy · Aug 2023

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Louis-Vincent Gave
The Real Estate Bust Was the Plan | Louis-Vincent Gave on China's Brute Force Growth Strategy · Nov 2025

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Adam Butler
The Harsh Truth About Investing Edge with Adam Butler · 5 episodes

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Adam Parker
Cheap Is a Warning, Not a Thesis | Adam Parker on What This Market Is Really Pricing · 2 episodes

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Adrian Helfert
The Existential Spending Battle | Adrian Helfert on What You’re Missing in the AI Arms Race · 2 episodes

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Andrew Beer
Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures · 4 episodes

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Antti Ilmanen
Investing in a World of Low Expected Returns with AQR's Antti Ilmanen · Jul 2022

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Bob Robotti
We Asked Value Legend Bob Robotti Why the Real AI Trade Isn't AI — And Why Passive Helps Stock Pickers · Aug 2026

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Cem Karsan
The Liquidity Trap Door | Cem Karsan on Why We Are Likely in a Bubble, It Could Get Bigger, And What Pops It · 6 episodes

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Chris Mayer
The 100 Year Thinkers: Chris Mayer on SpaceX, AI Reckoning, and Why Early Is Overrated · 8 episodes

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Dan Niles
Bearish Into November. Room to Run After: Why Dan Niles Is Watching Hyperscaler Credit Default Swaps · Sep 2026

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Daniel Crosby
Show Us Your Portfolio: Dr. Daniel Crosby · 2 episodes

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Darius Dale
Darius Dale on the Fourth Turning, Fiscal Dominance, and the Case for a Melt-Up · 3 episodes

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Dave Nadig
Tariffs, Bear Markets and the Hidden Knowledge Worker Recession | Dave Nadig and Jason Buck · 2 episodes

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David Rosenberg
David Rosenberg on Why He Wants the Bonds Everyone Hates — and Where He's Hiding in Stocks · 3 episodes

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Edward Chancellor
He Wrote the Book on Bubbles | Edward Chancellor on If AI is Different · May 2026

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Ehren Stanhope
A Deep Dive into Custom and Direct Indexing with Ehren Stanhope · 2 episodes

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Eric Crittenden
He Built the Fund He'd Hold 30 Years | Eric Crittenden on What Investors Pick When Labels Come Off · 5 episodes

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Fernando Vidal

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Gary Antonacci
Show Us Your Portfolio: Gary Antonacci · 2 episodes

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Graeme Forster
The Risk is in the Water | Graeme Forster on Six Courageous Questions for 2026 · Dec 2025

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Grant Williams
The Regime Shift No One is Prepared For | Grant Williams on the 100 Year Pivot · 3 episodes

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Gregg Fisher
Gregg Fisher on the Future of Value, Investing in Innovation and Lessons From 20+ Years as a Quant · Sep 2021

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Harin de Silva
Show Us Your Portfolio: Harin de Silva · 2 episodes

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Harris Kupperman
The Inflections Wall Street Misses | Harris Kupperman on Finding Overlooked Opportunities · Mar 2026

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Ian Smith
Finding Quality Growth in Emerging Markets with Ian Smith · Jun 2026

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Jack Schwager
Jack Schwager on Timeless Lessons from Elite Traders · 3 episodes

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Jack Vogel
An In Depth Look at Momentum Investing and Trend Following with Jack Vogel · Feb 2021

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Jan van Eck
You’re Waiting for the Bubble to Burst | Jan van Eck on Why It Already Has · Jan 2026

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Jared Dillian
All-In on the S&P 500 Worked for 18 Years | Jared Dillian on Why It's Still Wrong · 4 episodes

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Jason Buck
Challenging "Stocks for the Long Run" with Jason Buck · 2 episodes

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Jason Hsu
The AI Gap Is Closing | Jason Hsu on China, Momentum Crashes and the S&P’s Seven-Stock Bet · 3 episodes

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Jeremy Schwartz
Constructing a Crypto Index with Jeremy Schwartz and Michael Batnick · Mar 2022

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Jerry Parker
Timeless Lessons from a Trend Following Legend | Jerry Parker · 3 episodes

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Jim Masturzo
An In Depth Look at Asset Allocation with Jim Masturzo of Research Affiliates · May 2021

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Jim Paulsen
Jim Paulsen on the Weakening Economy, Tech Bear Market Risk and the Bull Market Built on Fear · 14 episodes

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Joel Tillinghast
Lessons From a Legendary Fund Manager with Joel Tillinghast · Nov 2023

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John Montgomery
Bridgeway Founder John Montgomery On Their Unique Culture and Lessons From a 25+ Year Career in Quant Investing · Mar 2021

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