Rephonic
Artwork for Excess Returns

Excess Returns

Excess Returns
Value Investing
Investing
Risk Management
Market Volatility
Long-Term Investing
Factor Investing
Investment Philosophy
Diversification
Federal Reserve
Asset Allocation
Inflation
Passive Investing
Investment Management
Charlie Munger
Behavioral Finance
Generative AI
Asset Pricing Theory
Momentum Investing
Resurrecting the Value Premium
Momentum

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.

PublishesDailyEpisodes453Founded6 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Excess Returns

Latest Episodes

In this episode of Excess Returns, we sit down with Victoria Greene of G Squared Private Wealth for a wide-ranging conversation on markets, macro risk, portfolio construction, and how investors should think about 2026 and beyond. Victoria brings a pr... more

Follow Last Call on Spotify

Follow Last Call on Apple Podcasts

Join Jack Forehand and Matt Zeigler for the premiere episode of Last Call, a new monthly market wrap show where we go beyond the headlines to deliver actionable investment insights — an... more

In this episode of Excess Returns, we’re joined again by Dan Rasmussen of Verdad Advisors for a wide-ranging conversation that challenges some of the most popular narratives in markets today. From private equity and private credit risks to AI-driven ... more

YouTube

In this episode of our new show The 100 Year Thinkers, Chris Mayer and Robert Hagstrom explore how the words investors use quietly shape the decisions they make — often in destructive ways. From labels like “cheap,” “expensive,” and “compounder” to d... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Top Traders Unplugged
Top Traders UnpluggedNiels Kaastrup-Larsen
The Market Huddle
The Market HuddlePatrick Ceresna & Kevin Muir

Recent Guests

Gautam Baid
Managing Partner at Stellar Wealth Partners India Fund and author
Stellar Wealth Partners India Fund
Episode: 4% of Stocks. 100% of Wealth | Gautam Baid on the Brutal Math of Compounding
Adam Butler
Head of Resolve and author of The Bureau of Missing Children essay on Substack
Episode: The Precarity Line | Ben Hunt and Adam Butler on the Broken Math of the American Dream
David Wright
Head of quantitative investing at Pictet Asset Management
Pictet Asset Management
Episode: The Alpha No Human Can Find | David Wright on Machine Learning's Hidden Edge
James Grant
Founder of Grant's Interest Rate Observer and a respected finance commentator
Episode: The Thunderclap That Ends the Cycle | Jim Grant on the Risk No One Sees
Mary Ann Bartels
Chief investment strategist at Sanctuary Wealth
Sanctuary Wealth
Episode: The Pattern Is Staggering | Mary Ann Bartels on Why This Bull Market Is Just Getting Started
Al Green
Founding partner at Green Wealth Management Group
Green Wealth Management Group
Episode: The Pattern Is Staggering | Mary Ann Bartels on Why This Bull Market Is Just Getting Started
Carl Kaufman
Co-president and co-CIO at Osterweis Capital Management
Osterweis Capital Management
Episode: The Risk Isn't Where You Think | Carl Kaufman on AI Capex, Private Credit and the Hidden Bond Play
Cameron Dawson
Chief Market Strategist at Fieldpoint Private and podcast guest
Fieldpoint Private
Episode: The Bull Market Where Everyone Feels Broke | Behind the Rise of Financial Nihilism
Dave Nottig
Market expert and podcast guest
ETF.com
Episode: The Bull Market Where Everyone Feels Broke | Behind the Rise of Financial Nihilism

Hosts

Jack Forehand
Co-host of the show and Principal at Validea Capital Management, Jack contributes extensive knowledge about investing strategies and market insights.
Justin Carbonneau
Co-host with deep expertise in investment strategies, focusing on educating listeners about finance.
Matt Zeigler
Co-host who engages guests and contributes insights into financial topics, enhancing the educational experience for listeners.

Reviews

4.8 out of 5 stars from 157 ratings
  • 4th turning 🌎

    I’m so glad you guys have finished with Grant Williams now. Squee

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United States22 days ago
  • You guys are killing it

    Excellent job 👍

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United States2 months ago
  • Great show and many thanks for such brilliant guest in this episode.

    Podcast Addict
    5
    alpha
    7 months ago
  • Rob Arnott

    Rob Arnott is arrogant and partisan. His view on Covid is absolutely ridiculous.

    Apple Podcasts
    1
    maybdihjlz
    United States8 months ago
  • Like the show

    Excellent job

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some critiques mention that certain guests may share controversial views, but this is usually counterbalanced by the depth of industry insight provided. There's an overall positive reception emphasizing content quality.
Listeners praise the podcast for its ability to make complex financial topics accessible and understandable. Most reviews highlight the depth of knowledge shared by both hosts and guests.
The engaging discussions and quality of expert guests are often noted, with many appreciating the educational value of the content.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#82
United States/Business/Investing
Apple Podcasts
#234
United States/Business
Apple Podcasts
#74
Canada/Business/Investing
Apple Podcasts
#78
United Kingdom/Business/Investing
Apple Podcasts
#185
Canada/Business
Apple Podcasts
#235
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

It’s Not K-Shaped. It’s No Shaped | Jim Paulsen on What You're Getting Wrong About 2026
Q: How would you approach investment allocation in light of current economic trends?
Paulsen outlines a strategic approach focusing on overweighting stocks, adjusting bond exposure, and being underweight in commodities, particularly gold.
It’s Not K-Shaped. It’s No Shaped | Jim Paulsen on What You're Getting Wrong About 2026
Q: Do you think the Fed will be more aggressive with cuts this year?
Paulsen believes the data will force the Fed to respond and that we might see more easing than expected due to underlying economic weakness.
It’s Not K-Shaped. It’s No Shaped | Jim Paulsen on What You're Getting Wrong About 2026
Q: Can you talk about your outlook for 2026?
Paulsen suggests that the economy is more sluggish than perceived and emphasizes the importance of job growth and its impact on policy decisions.
The Chart of Truth Is Turning | Rupert Mitchell on the Regime Change Investors Are Missing
Q: Could you just tell us about your macro thesis with this?
Rupert Mitchell shares that he initially thought it was best not to react to breaking news but as developments unfold he's positioned toward a bull cycle in oil and Latin America.
The Line We Can't Cross | Mike Green on the Passive Investing Endgame
Q: How do you think this plays out? If we ever got near that, how does this play out in the real world?
If you actually have built a closed form solution that says, this is just what the math says will happen, then we're effectively debating math. I think it will happen. Yes, I do. Do I think there will be extraordinary responses? Yes, I do.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Excess Returns

What is Excess Returns about and what kind of topics does it cover?

Content focuses primarily on the intricacies of investing, especially long-term investment strategies, market dynamics, and economic indicators. Topics such as macroeconomics, value investing, and alternative investment strategies like managed futures are often discussed, providing listeners with insights from both the hosts and their expert guests. The aim is to make complex financial concepts accessible, catering to both novice and experienced investors who seek to enhance their understanding of finance and improve their investment decisions. The presence of esteemed guests adds considerable depth to discussions, making it a valuable resource for those interested in finance.

Where can I find podcast stats for Excess Returns?

Rephonic provides a wide range of podcast stats for Excess Returns. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Excess Returns and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Excess Returns get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Excess Returns, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Excess Returns?

Rephonic provides comprehensive predictive audience data for Excess Returns, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Excess Returns have?

To see how many followers or subscribers Excess Returns has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Excess Returns?

These podcasts share a similar audience with Excess Returns:

1. The Meb Faber Show - Better Investing
2. Top Traders Unplugged
3. Monetary Matters with Jack Farley
4. Forward Guidance
5. The Market Huddle

How many episodes of Excess Returns are there?

Excess Returns launched 6 years ago and published 453 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Excess Returns?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Excess Returns?

Rephonic pulls ratings and reviews for Excess Returns from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Excess Returns?

Rephonic provides full transcripts for episodes of Excess Returns. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Excess Returns?

Recent guests on Excess Returns include:

1. Gautam Baid
2. Adam Butler
3. David Wright
4. James Grant
5. Mary Ann Bartels
6. Al Green
7. Carl Kaufman
8. Cameron Dawson

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days