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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Kevin Zatloukal
Machine Learning, Fantasy Football and Factor Investing with Kevin Zatloukal · Mar 2021

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Lars Cianciolo

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Lawrence Cunningham
The Enduring Legacy of Charlie Munger with Lawrence Cunningham · 2 episodes

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Lindsey Bell
Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia · Mar 2025

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Lu Zhang
Lu Zhang On The Evolution of Asset Pricing Models And His First Principles Approach to Improve Them · 2 episodes

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Luca Paolini
The Great Moderation is Over. The Great Convergence is Here | Luca Paolini on What Comes Next · Jul 2025

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Marc Rubinstein
He Studied the Financial System for Decades | Marc Rubinstein on Where the Real Risk Is · May 2026

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Martin Emery
Systematic Global Macro Investing with GMO’s Martin Emery · Jun 2022

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Mary Ann Bartels
The Pattern Is Staggering | Mary Ann Bartels on Why This Bull Market Is Just Getting Started · Nov 2025

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Mathieu Pellerin
Factor Investing for Retirement with DFA's Mathieu Pellerin · Jun 2023

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Matt Bartolini
A Deep Dive into Sector Investing with State Street's Matt Bartolini · Jul 2021

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Matt Reustle
The Edge Has Shifted | Matt Reustle on How the Best Investors Use AI · 2 episodes

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Matt Zenz
Evidence Based Factor Investing | Matt Zenz · Oct 2025

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Megan Horneman
Recession Indicators Are Breaking. Inflation Isn’t | Megan Horneman on What Comes Next · Jun 2025

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Meng Wang
Quantifying Self Attribution Bias with Meng Wang · Oct 2023

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Mike Taylor
Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran · 2 episodes

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Nir Kaissar
It’s Only a Question of When | Nir Kaissar on AI, Private Credit and the Regime Shift Investors Miss · 2 episodes

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Noel Smith
A Volatility Masterclass | Timeless Lessons from 30 Year Options Trader Noel Smith · Oct 2025

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Olga Bitel
Exceptionalism Is Ending. New Winners Are Rising | Olga Bitel on the $2 Trillion Opportunity · Sep 2025

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Partha Mohanram
Interview: Bridging Academic Research and Real World Investing with Professor Partha Mohanram · Aug 2020

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Paul Eitelman
The Base Case is Wrong | Paul Eitelman on AI, Reacceleration and the Pause No One Sees · Dec 2025

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Pete Hecht
You Can't Eat Risk-Adjusted Returns | AQR's Pete Hecht on Portable Alpha's Capital Efficient Edge · Feb 2026

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Peter Lazaroff
Ten of the Biggest Financial Mistakes Investors Make – And How To Avoid Them – With Peter Lazaroff · May 2022

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Peter Mladina
Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina · Jun 2023

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Rafael Resendes
Rafael Resendes On Intrinsic Value, Economic Margin and How Some Value Models Have Lost Their Way · Mar 2021

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Rajay Bagaria
Inside the High Yield Debt Market with Rajay Bagaria · Apr 2023

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Randy Watts
Combining Growth and Momentum Investing with O'Neil Global's Randy Watts and WisdomTree's Jeremy Schwartz · Aug 2021

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Remi Tetot
Investing in a Liquidity Dominated Market | Remi Tetot · Oct 2025

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Rich Bernstein
We Asked Rich Bernstein and Chris Davis Why This Market Isn’t as Safe as It Feels · May 2026

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Rick Schmidt
A Deep Dive Into Quality Growth Investing with Harding Loevner's Rick Schmidt · Jan 2022

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Rob Thummel
Electricity Is the New Oil | Rob Thummel on the Energy Opportunity from the AI Boom · Oct 2025

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Robert Hagstrom
The Warren Buffett Portfolio: Robert Hagstrom on What Wall Street Gets Wrong About Risk · 3 episodes

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Rupert Mitchell
He Called It the Worst Chart Imaginable. Then He Bought It | Rupert Mitchell on Cracks in the Mag 7 · 4 episodes

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Ryan Kirlin
Show Us Your Portfolio: Ryan Kirlin · Nov 2022

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Ryan Krueger
Broken Models. Misleading Yields | Ryan Krueger on Avoiding the Dividend Trap · 3 episodes

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Savina Rizova
Harnessing Empirical Finance in Long-Term Investing Strategies with Dimensional’s Savina Rizova · May 2022

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Scott McBride
A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride · Feb 2025

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Shannon Saccocia

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Shawn Gibson
The Hidden Risks of High Income Options Strategies | Shawn Gibson and Eric McArdle · Aug 2025

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Sheridan Titman
Sheridan Titman On His Seminal Paper on Momentum Investing and What He Has Learned Since · Nov 2021

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