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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Kai Wu
He Quantified 200 Years of Disruption | Kai Wu on Separating Software Survivors from Value Traps · 9 episodes

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Katie Stockton
Big Uptrend. Tech Momentum Fading | Katie Stockton on the Rotation Investors Are Missing · 7 episodes

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Kevin Carter
The Underappreciated Growth Story of Emerging Markets with Kevin Carter · Oct 2021

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Larry Swedroe
The Private Credit Apocalypse That Isn’t Coming | Larry Swedroe Dispels the Myths · 7 episodes

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Libby Cantrill
This Isn’t Priced In | PIMCO’s Libby Cantrill on the Policy Risks Markets Are Missing · Jul 2025

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Mark Higgins
Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins · Mar 2024

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Matthias Hanauer
Navigating the Factor Zoo with Matthias Hanauer · Dec 2023

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Mike Philbrick
Mike Philbrick on Gold, Bitcoin, and Rethinking Diversification Beyond 60/40 · Aug 2025

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Nancy Davis
The Inflation Risk Investors Miss | Nancy Davis · Oct 2025

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Neil Howe
Investing in a Fourth Turning | Neil Howe and Ben Hunt on Inflation, Trust and What Comes Next · 2 episodes

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Perth Tolle
Investing in Freedom in Emerging Markets with Perth Tolle, Founder of Life + Liberty Indexes · Apr 2021

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Phil Huber
Show Us Your Portfolio: Phil Huber · Aug 2022

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Pim van Vliet
Low Volatility Investing and the Conservative Formula with Pim van Vliet · Oct 2022

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Ray Micaletti
Relative Sentiment Investing with Ray Micaletti · Feb 2023

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Richard Bernstein
The Opportunity No One Sees | Richard Bernstein on Finding Value in a Narrow Market · 3 episodes

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Rick Ferri
Most Never Escape Stage 3 | Rick Ferri on the Education of an Index Investor · 4 episodes

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Rob Arnott
The Widest Valuation Gap in History | Rob Arnott on What Investors Are Missing About AI · 8 episodes

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Robert Cantwell
Finding Opportunity in the Technology Stock Storm with Robert Cantwell and Lars Cianciolo · 2 episodes

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Rodrigo Gordillo

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Sam Stovall
The Seven Rules of Wall Street | Sam Stovall · Aug 2025

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Spencer Jakab
An Inside Look at the GameStop Story and the Revolution That Wasn't With Spencer Jakab · Feb 2022

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Steve Romick
Lessons From 30 Years as a Value Investor | Steve Romick · Sep 2023

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Tim Hayes
Bull Market on Borrowed Time | Ned Davis Chief Strategist Tim Hayes on the Indicators That Matter · Sep 2025

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Tobias Carlisle
The $2 Trillion Question | Tobias Carlisle on SpaceX, the AI Buildout, and the Rotation No One Sees · 9 episodes

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Tom Hancock
The Risk at the End of the Whip | GMO’s Tom Hancock on Finding Conviction Amid the AI Hype · Apr 2026

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Warren Pies
The AI Trade, the Fed and the Next Phase of the Bull Market | Warren Pies · 4 episodes

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Eric Fine
What Investors Need to Know About Emerging Market Debt with VanEck's Eric Fine · Jul 2023

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Aahan Menon
Not a Time for Big Bets | Aahan Menon on What 60 Years of Regime Data Says About Today’s Market · 3 episodes

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Adam Mead
Inside the Berkshire Hathaway Annual Meeting with Adam Mead · 2 episodes

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Alejandro Lopez-Lira
The Impact of ChatGPT on Investing with Alejandro Lopez-Lira · May 2023

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Alistair Wittet
High Quality Growth Investing in Europe with Alistair Wittet · Aug 2023

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Andrew Cohen
Behind the Scenes of the Madoff Scandal with a Trader on the Inside | Andrew Cohen · 2 episodes

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Andrew Thrasher
Andrew Thrasher Schools Two Value Guys on Technical Analysis and Forecasting Volatility Tsunamis · Nov 2021

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Andy Berkin
A Complete Guide to Factor Investing with Andy Berkin · Jan 2023

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Andy Constan
We Asked Andy Constan What Happens If AI Funding Breaks Before the Thesis — And if Warsh Blinks · 12 episodes

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Anupam Ghose
Investing in India's Huge Future Potential with Anupam Ghose · Jun 2024

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Athanasios Psarofagis
How Popular Market Indexes Are Constructed with Athanasios Psarofagis · Nov 2023

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Bill Bengen
He Invented the 4% Rule | Bill Bengen on Why He Now Thinks 5% Works · Nov 2025

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Bill Sweet
Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth · Oct 2021

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Bogumil Baranowski
The Expensive Truth About Cheap Investing | Bogumil Baranowski · Oct 2025

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