ABOUT THIS PODCAST 🔗
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.
Update frequency:
daily
Average audio length:
53 minutes
Guest interviews
English
United States
594 episodes
since Nov. 25, 2019
episodic
AUDIENCE OF THIS PODCAST 🔗
~84.07% of listeners are from United States.
🇺🇸
US
84.07%
🇬🇧
GB
7.36%
🇨🇦
CA
1.36%
🇵🇭
PH
0.83%
🇦🇺
AU
0.77%
🇮🇪
IE
0.59%
🇨🇭
CH
0.53%
🇭🇺
HU
0.35%
🇨🇿
CZ
0.35%
🇮🇳
IN
0.29%
🇸🇬
SG
0.29%
🇨🇲
CM
0.23%
🇪🇸
ES
0.17%
🇫🇷
FR
0.17%
🇧🇷
BR
0.17%
🇵🇹
PT
0.17%
🇺🇦
UA
0.17%
🇷🇺
RU
0.17%
🇳🇴
NO
0.11%
🇸🇪
SE
0.11%
🇵🇸
PS
0.11%
🇩🇪
DE
0.11%
🇿🇦
ZA
0.11%
🇧🇬
BG
0.11%
🇲🇽
MX
0.11%
🇧🇩
BD
0.11%
🇳🇱
NL
0.11%
🇷🇴
RO
0.11%
Others
0.86%
* Data source: directly measured on Listen Notes. real-time
LATEST EPISODE 🔗
Corey Hoffstein and Adam Butler explore why diversification is hard to stick with and how return stacking changes what investors can hold alongside stocks and bonds. When stocks keep climbing, a strategy that trails them for years can feel like a mistake. When inflation pushes stocks and bonds down…
PREVIOUS EPISODES 🔗
Chris Mayer and Robert Hagstrom explain how they decide whether a falling stock price has exposed a mistake or given them a chance to buy a business they already know well.
Subscribe to the 100 Year Thinkers of Spotify
Subscribe to the 100 Year Thinkers of Apple
On 100 Year Thinkers, Matt Zei…
Mike Hunstad, president of Northern Trust Asset Management, estimates that AI accounts for more than half the risk in the S&P 500. For an investor who sees real promise in AI, that poses a practical question. How much of the portfolio should depend on being right about it?
Hunstad joins Jack F…
Peter Boockvar of OnePoint BFG Wealth Partners explains how AI demand can keep growing while the companies building data centers struggle to earn a return. CoreWeave has committed to years of lease payments. What happens if the price it can charge customers for computing power falls before those le…
Brent Kochuba, Ben Hunt, Aahan Menon and Eric Pachman join Matt Zeigler and Jack Forehand on November’s Last Call to make sense of the post-election selloff and the pressures facing businesses and households.
Brent Kochuba explains why the weakest AI cloud stocks caught his eye even while the Nasd…
Mike Green explains how passive investing is reshaping stock prices, market concentration, and the way investors build portfolios. His argument: understanding which funds receive money—and how they allocate it—is increasingly essential to understanding the stocks those funds own.
The founder of Ti…
Bob Elliott and Aahan Menon examine how stock-market wealth is helping consumers spend faster than their paychecks grow—and what that means for corporate profits if stocks stop rising.
Elliott, co-founder of Unlimited, and Menon, founder of Prometheus Research, join Matt Zeigler to connect househol…
Michael Howell of CrossBorder Capital explains why slowing global liquidity could challenge stocks even as AI earnings remain strong. His concern is a growing competition for funding: money is flowing into real-world investment just as a huge wave of existing debt needs refinancing.
With Jack Fore…
John Davi of Astoria Investment Management explains how he builds diversified portfolios in a tech dominated market. With Jack Forehand and Justin Carbonneau, Davi walks through an alternative approach. He also explains why he sees echoes of the 1970s in today's inflation, what he watches in credit…
Cameron Dawson and Dave Nadig join Matt Zeigler to examine what could break the market's resilience, from AI earnings expectations to the wealth effect supporting consumer spending. A healthy economy and continued data center investment may not be enough to keep stock prices rising if profit margin…
Disclaimer: The podcast and artwork embedded on this page are from Excess Returns, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
PODCAST SEARCH ENGINE
You can use our website to search 3,834,775 podcasts and 197,322,574 episodes by people, places, or topics.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
CLAIM THIS PODCAST
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post classified ads for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
podcaster interview...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
our official X (formerly Twitter) account will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
EDIT
Thank you for helping to keep the podcast database up to date.
