False Recession Alarms. Real Risks. | Aahan Menon on What Investors Are Missing
16 Jul 2025
57m
Excess Returns · Investment
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.
Episodes
How Option Dealer Flows Impact the Stock Market
11 Jul 2025
50m
The Great Moderation is Over. The Great Convergence is Here | Luca Paolini on What Comes Next
08 Jul 2025
58m
Whipsaws, Drawdowns, and Disbelief | Eric Crittenden on the Best Diversifier No One Buys
28 Jun 2025
1h 29m
Broken Models. Misleading Yields | Ryan Krueger on Avoiding the Dividend Trap
25 Jun 2025
59m
500,000 More Sellers Than Buyers. First Time in a Decade | Daryl Fairweather on What Comes Next
23 Jun 2025
50m
Buffett Does It. Most Value Investors Don’t | Robert Hagstrom on the Real Key to Compounding
21 Jun 2025
1h 16m
Recession Indicators Are Breaking. Inflation Isn’t | Megan Horneman on What Comes Next
19 Jun 2025
55m
Broken Data. Hidden Opportunity | GMO's Warren Chiang on Deep Value’s Historic Setup
15 Jun 2025
57m
Blind to Power: The Hidden Investing Risk of Rising Strongmen | Peter Atwater
12 Jun 2025
59m
Finding Great GARP Stocks with David Giroux
09 Jun 2025
1h 1m
The $9 Trillion Risk | Rupert Mitchell on the Unwind of US Dominance - And What Comes After It
07 Jun 2025
53m
Inside a Top Quant's Playbook | Joe Gubler on the Hidden Drivers of Alpha
05 Jun 2025
1h 7m
Big Decline. Big Rally. What the Charts Tell Us About What Comes Next | Katie Stockton
02 Jun 2025
54m
The Stimulus Deception | Rob Arnott Explains What Economists Are Getting Wrong
31 May 2025
55m
The Hidden Logic of Options | Put-Call Parity Explained with Legos
28 May 2025
29m
The Hidden Trap in Concentrated Wealth | Wes Gray & Sri Narayan Explain the Way Out
24 May 2025
56m
The Fourth Turning Is Now | Neil Howe on the Coming Financial Reset and Who Rebuilds What’s Broken
17 May 2025
53m
What Investors Get Wrong About Trade Wars | Kai Wu on What Works - And What Doesn't
14 May 2025
56m
The Retail Rally Trap | Kris Sidial on Market Fragility and the Risks of Buy the Dip
06 May 2025
59m
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