We Asked Ben Hunt, Jim Paulsen, Kevin Muir and Brent Kochuba Why Bad News Can’t Break This Market
This episode of Last Call breaks down one of the most confusing market environments in recent memory: why stocks continue to rise despite wa...
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Excess Returns
Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea. Justin and Jack discuss a wide range of investing topics, including factor investin...
Excess Returns Podcast Guide
Listen to Excess Returns, a Business podcast by Excess Returns. Stream 499 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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Browse this show under Business podcasts.
Episodes
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Episodes
20 of 499 episodesThe Opportunity No One Sees | Richard Bernstein on Finding Value in a Narrow Market
This episode explores one of the most important debates in markets today: whether investors are underestimating the risk of higher inflation...
Feeling Safe Is the Risk | Chris Davis on Finding Durable Companies in a Disrupted World
This episode with Chris Davis of Davis Advisors explores how investors should think about risk, valuation, and opportunity in a market defin...
Buy High, Sell Higher | Travis Prentice on Dispersion, Passive's Structural Risk and Why 52 Week Highs Don't Mean What You Think
This episode explores how massive structural shifts—AI, deglobalization, and the rise of passive investing—are reshaping markets and what th...
The Secular Plateau | Chris Bloomstran on Why We May Be at Peak Valuations
This episode features Chris Bloomstran of Semper Augustus discussing market concentration, AI capital spending, Berkshire Hathaway, and the...
We Asked David Rosenberg Why He Owns Almost No US Stocks — and What He Holds Instead
This episode features David Rosenberg, founder of Rosenberg Research, breaking down why today’s market may be driven more by valuation exces...
The Resilience No One Trusts | Brent Donnelly on Why War and Oil Haven’t Broken This Market
Brent Donnelly returns to Excess Returns to break down one of the most confusing market environments in years, where policy shocks, volatili...
The Bear Market No One Sees | Liz Ann Sonders on the Real Story Indexes Hide
Liz Ann Sonders of Schwab joins Excess Returns to break down how war, an oil shock, and shifting market dynamics are reshaping the investing...
The Forever Invariable Truth | Jim Grant on War, Inflation, and What Comes Next
This episode features Jim Grant of Grant’s Interest Rate Observer on inflation, war, monetary policy, and the long arc of credit cycles. Gra...
The Market the Tweets Can’t Break | What the Options Market Tells Us About What Comes Next
Subscribe to the OPEX Effect on Spotify Subscribe to the OPEX Effect on Apple Podcasts This episode of The Opex Effect breaks down why m...
The Risk at the End of the Whip | GMO’s Tom Hancock on Finding Conviction Amid the AI Hype
This episode of Excess Returns features GMO’s Tom Hancock on how to think about AI as an investment opportunity and what truly defines “qual...
The Walmart Indicator Just Hit 2008 Levels | Jim Paulsen on the Big Difference This Time
This episode of Excess Returns features Jim Paulsen breaking down the current macro environment through a series of powerful indicators, inc...
The Inevitability No One Sees | $11 Billion Tech Manager on What Investors Miss About AI
This episode of Excess Returns features Tony Wang of T. Rowe Price discussing how investors can identify “inevitabilities” in technology and...
The Signal Before the Spike | Katie Stockton on What the Charts Tell Us About What Comes Next
This episode explores the growing signs of a shift beneath the surface of the market, as technical indicators point to weakening momentum in...
Michael Mauboussin | AI, Base Rates, and Investing in the New Economy
In this inaugural episode of our new show, The Intangible Economy with Kai Wu, we explore how AI, intangible assets, and unprecedented capit...
The Stagflation Regime | Aahan Menon on What Works When Stocks and Bonds Don’t
This episode of Excess Returns features Aahan Menon of Prometheus Research breaking down the growing risk of an inflation shock driven by en...
6x Earnings. 10x Potential. | Harris Kupperman on the Inflections Wall Street Misses
This episode explores Harris “Kuppy” Kupperman’s framework for “inflection investing” and how he identifies asymmetric opportunities across...
The Moment Common Knowledge Changed | Last Call - With Andy Constan, Ben Hunt, Brent Kochuba and Eric Pachman
This episode of our new market wrap show Last Call breaks down the biggest market drivers right now through three distinct lenses: macro, na...
The Private Credit Apocalypse That Isn’t Coming | Larry Swedroe Dispels the Myths
In this episode of Excess Returns, we sit down with Larry Swedroe to break down one of the most debated topics in markets today: private cre...
Nothing Is Priced In | Bob Elliott on Why Investors Are Misreading the Oil Shock
This episode of Excess Returns features Bob Elliott discussing the growing fragility in the global economy as an oil shock collides with a s...
Questions About Excess Returns
Where can I listen to Excess Returns episodes?
You can listen to Excess Returns episodes online on Radio and Podcast. Open an episode and the site player will stream the available audio.
What is Excess Returns about?
Excess Returns is listed as a Business show. The show language is listed as English.
How many Excess Returns episodes are listed?
This page lists 499 episodes for Excess Returns. More episodes are available from the View more button when the list continues.
Quick Answers About Excess Returns
Where can I listen to Excess Returns?
You can listen to Excess Returns episodes on this page by opening an episode and using the site player.
What type of podcast is Excess Returns?
Excess Returns is listed as a Business show by Excess Returns.
How many episodes are available?
This page lists 499 episodes for Excess Returns where feed data is available.