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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Simeon Hyman
Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman · Jun 2024

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Sri Narayan

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Stephen Foerster
In Pursuit of the Perfect Portfolio with Stephen Foerster · Jan 2022

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Tadas Viskanta
Interview: Curating Investing Content and Sharing Knowledge w/ Tadas Viskanta of Abnormal Returns and Ritholtz Wealth Management · Oct 2020

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Tian Yang
4% Inflation. Stretched Valuations. Why Is the Market Still Risk-On? | Tian Yang · Aug 2026

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Tony Greer
60-20-20 Changed Everything | Tony Greer on the New Portfolio Regime · Jan 2026

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Travis Prentice
Buy High, Sell Higher | Travis Prentice on Dispersion, Passive's Structural Risk and Why 52 Week Highs Don't Mean What You Think · 2 episodes

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Victoria Greene
The Market That Bites Back | Victoria Greene on Surviving the Badger Market · Feb 2026

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Vitaliy Katsenelson
Survival First. Returns Second | Vitaliy Katsenelson on Investing Amid Extreme Uncertainty · 2 episodes

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Wade Pfau
A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau · 2 episodes

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Warren Chiang
Broken Data. Hidden Opportunity | GMO's Warren Chiang on Deep Value’s Historic Setup · Jun 2025

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Yuri Khodjamirian
Redefining Moat Investing with Yuri Khodjamirian · May 2024

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