Excess Returns

Updated: 27 Oct 2025 • 401 episodes
excessreturnspod.com

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.

Categories:

Show episodes

In this episode of Excess Returns, Meb Faber joins the show to discuss valuations, diversification, trend following, value investing, and the evolution of markets and investor behavior over the past two decades. Meb shares insights from his upcoming book, lessons from 400 years of market history, and how investors can

60 min
00:00
01:00:47
No file found

Eric Freedman, Chief Investment Officer at US Bank Wealth, joins Excess Returns to discuss markets, the economy and his investment process. Freedman shares his “control the controllables” investment framework, why he’s maintained a glass-half-full view on the U.S. economy, and how data—not emotion—drives portfolio deci

59 min
00:00
59:15
No file found

In this episode of Excess Returns, we welcome back Rick Ferri, founder of Ferri Investment Solutions and host of the Bogleheads on Investing podcast. Rick shares timeless insights on the evolution of an investor’s education, the pitfalls of complexity, and how to build portfolios that are simple, low-cost, and behavior

61 min
00:00
01:01:59
No file found

In this episode of Excess Returns, Matt Zeigler talks with macro strategist and author Remi Tetot, known as “The Mad King.” They explore how liquidity, policy, and narratives have reshaped markets over the last decade, why fundamentals have lost their grip, and how investors can adapt to a fractured global cycle. The c

65 min
00:00
01:05:40
No file found

In this episode of Excess Returns, Larry Swedroe returns to discuss the biggest risks and opportunities facing investors today. From tariffs and immigration to AI and private credit, Larry shares evidence-based insights on how to think about markets without relying on forecasts. He explains why diversification is essen

65 min
00:00
01:05:04
No file found

Adam Parker, founder and CEO of Trivariate and Trivector Research, joins Excess Returns to discuss how fundamental, quantitative, and macro perspectives intersect to shape markets today. Parker shares his long-term bullish case for U.S. equities, why traditional valuation signals no longer work, the biggest risks he se

58 min
00:00
58:48
No file found