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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Brent Kochuba
The SpaceX IPO Meets a Huge Options Expiration | Brent Kochuba on What Comes Next · 10 episodes

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Brent Schutte
31 Years of Lessons: Northwestern Mutual CIO Brent Schutte on Markets, Cycles, and Diversification · Aug 2025

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Brian Chingono
Interview: Replicating Private Equity Returns In Public Markets with Verdad’s Brian Chingono · Jan 2021

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Bruce Lavine
A Detailed Look at the "Night Effect" with Bruce Lavine · Mar 2023

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Cameron Dawson
When the Data Stops Working | Cameron Dawson and Dave Nadig on What Aggregate Economic Numbers Hide · 2 episodes

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Carl Kaufman
The Risk Isn't Where You Think | Carl Kaufman on AI Capex, Private Credit and the Hidden Bond Play · Nov 2025

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Chris Covington
Factor Investing in Under the Radar Markets with Chris Covington · Mar 2023

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Cole Smead
Cole Smead on Deficits, Inflation, and the Erosion of Earnings Quality in Technology Stocks · 2 episodes

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Dan Villalon
The Opportunity in Emerging Markets with AQR's Dan Villalon · Aug 2023

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Daniel Taylor
Is the Market Rigged in Favor of Corporate Insiders? We Talk to Wharton Professor Daniel Taylor to Find Out · Dec 2021

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Dave Schassler
Building an Inflation Fighting Portfolio With Dave Schassler · Mar 2023

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Dave Wright
A Tactical Approach to Conservative Investing with Sierra Investment Management's Dave Wright · Dec 2021

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David Giroux
$70 Billion. 18 Straight Outperforming Years | David Giroux on the Index Trap and AI Hype · 2 episodes

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David Rolfe
Finding Great Growth Companies with David Rolfe · Jul 2023

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David Wright
The Alpha No Human Can Find | David Wright on Machine Learning's Hidden Edge · Dec 2025

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Doron Nissim
A Deep Dive Into Earnings Quality with Columbia Professor Doron Nissim · Feb 2023

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Doug Clinton
Building Intelligent Alpha Portfolios with ChatGPT | Doug Clinton · 2 episodes

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Eric Freedman
Everyone Feared Recession. His Data Said Otherwise | US Bank CIO Eric Freedman on What It Says Now · Oct 2025

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Eric McArdle

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Eric Pachman
The Recession the Unemployment Rate Can't See | Eric Pachman on the Data Beneath the Jobs Report · 2 episodes

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Gary Mishuris
10 Cents on the Dollar | Gary Mishuris on Mispriced Fear and Lessons from Warner Brothers · Jan 2026

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Gautam Baid
4% of Stocks. 100% of Wealth | Gautam Baid on the Brutal Math of Compounding · 2 episodes

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Gene Munster
Is AI Still in 1995? Gene Munster and Doug Clinton on the Next Phase of the AI Boom · 4 episodes

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Greg Reid
Energy Infrastructure Investing with Greg Reid · May 2024

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Jacob Pozharny
Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny · Dec 2024

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James St. Aubin
Conservative Investing - Using Trend Following to Manage Risk and Drawdowns with James St. Aubin · Sep 2023

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Jason DeLorenzo
Gamma, Vanna, Charm and the Impact of Options on the Stock Market with Jason DeLorenzo · Mar 2022

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Jeff Klingelhofer
The $600 Billion Loop | Jeff Klingelhofer on AI, the Return of Bonds and the Fed's Third Mandate · Jul 2026

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Jeff Muhlenkamp
Evaluating the Macro Landscape and Finding Great Companies with Jeff Muhlenkamp · 2 episodes

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Jim Cullen
The Case for Long-Term Value Investing with Jim Cullen · Jun 2022

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Joe Gubler
Inside a Top Quant's Playbook | Joe Gubler on the Hidden Drivers of Alpha · Jun 2025

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Joe Hegener
A Deep Dive into Credit Investing with Joe Hegener · Nov 2023

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Joe Wiggins
The Art and Science of Intelligent Fund Selection with Joe Wiggins · 2 episodes

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John Rekenthaler
Interview: The Past, Present and Future of Investing with Morningstar's John Rekenthaler · Sep 2020

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John Tinsman
Finding the Next Great Tech Compounders | John Tinsman · Sep 2025

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Joseph Boskovich
Investing in Companies That Put Shareholders First with Joseph Boskovich · Jul 2023

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Joseph Shaposhnik
The $1 Trillion Supercycle Hidden in Plain Sight | Joseph Shaposhnik · 2 episodes

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Julian Brigden
What a Global Regime Change Means for Investors | Julian Brigden · Oct 2025

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Kevin Khang
Bridging Academic Research and Real World Investing with Vanguard's Kevin Khang · May 2023

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Kevin Muir
The Profits Come Now. The Costs Come Later. Kevin Muir on Whether AI Earnings Are the Bubble · 2 episodes

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