Tom Maher on Small-Cap Investing, AI Infrastructure and Opportunities Beyond Big Tech
Tom Maher of Hilton Capital Management explains what is changing for small-cap stocks as earnings improve and AI spending reaches beyond big...
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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...
Episodes
20 of 572 episodesEd Yardeni Still Sees S&P 10,000 by 2029. So Why Is He Getting More Cautious?
Ed Yardeni of Yardeni Research explains why he still sees the S&P 500 reaching 10,000 by 2029, even as higher oil prices and bond yields mak...
The 10-Year Hit a 24-Year High. Nobody Is Buying Puts. Are You Watching the Wrong Market?
Andy Constan, Brent Kochuba and Eric Pachman examine rising bond yields, options positioning and the inflation risks facing stocks. What hap...
They Beat All US Stock Funds Since 2003 | Michael Baron on the AI Winners Investors Miss
Michael Baron of Baron Capital explains his case for AI beneficiaries beyond the biggest tech stocks, including software companies the marke...
The Game Was Rigged in Their Favor. 28% Went Bust Anyway | Kris Abdelmessih on How to Size Bets
How much of your portfolio does a good investment idea deserve? Kris Abdelmessih of Moontower joins Matt Zeigler to explain why having an ed...
We Asked the Data Journalist Who Rebuilt the Jobs Report What the Headline Number Hides
What are headline jobs and inflation numbers missing about the economy investors actually face? Eric Pachman of Data 4 The People joins Matt...
He Lost $157,000 in 3 Minutes | Jack Raines on the Lesson Winning Never Taught Him
Jack Raines turned $6,000 into roughly $400,000 trading SPACs, then lost $157,000 in three minutes after taking a very different bet. The au...
The AI Gap Is Closing | Jason Hsu on China, Momentum Crashes and the S&P’s Seven-Stock Bet
Jason Hsu, founder and CIO of Rayliant Global Advisors and co-founder of Research Affiliates, joins Excess Returns to discuss the US-China A...
David Rosenberg on Why He Wants the Bonds Everyone Hates — and Where He's Hiding in Stocks
David Rosenberg returns to Excess Returns to explain his bullish case for Treasury bonds, why he expects inflation and economic growth to sl...
Franklin Templeton CEO Jenny Johnson on AI, Private Markets, and the Hidden Risks in Index Funds
Franklin Templeton CEO Jenny Johnson joins Matt Zeigler to explore how AI, blockchain tokenization, and private markets are reshaping invest...
Jim Paulsen on the Weakening Economy, Tech Bear Market Risk and the Bull Market Built on Fear
Jim Paulsen joins Jack Forehand and Matt Zeigler on the latest Jim Paulsen Show to explore why booming AI earnings may be masking a weakenin...
We Asked Fidelity's Ex-President What Made Peter Lynch Great — and Where Private Credit Risk Hides
Former Fidelity president and MFS chairman Bob Pozen joins Excess Returns to discuss retirement investing, the risks in private credit, and...
Everyone Hates Bonds. Why Two Bond Managers Say You're Hating the Wrong Ones
John Kerschner and Michael Contopoulos of Janus Henderson join Matt Zeigler to explain why persistent inflation and higher interest rates ca...
All-In on the S&P 500 Worked for 18 Years | Jared Dillian on Why It's Still Wrong
Jared Dillian joins Matt Zeigler to discuss The Awesome Portfolio, his approach to asset allocation built around 20% each in stocks, bonds,...
Nvidia Is Betting on Its Customers. Gen Z Is Betting on Sports. Will It All End the Same Way?
Cameron Dawson and Dave Nadig join Matt Zeigler on Click Beta to explore how sports betting, leveraged ETFs and speculative behavior are blu...
Bearish Into November. Room to Run After: Why Dan Niles Is Watching Hyperscaler Credit Default Swaps
Dan Niles joins Excess Returns to explain why he believes AI is a genuine industrial revolution and a bubble at the same time, with signific...
The Fed Credibility Narrative Has Turned | Ben Hunt on AI, the Consumer and Financial Repression
Ben Hunt joins Matt Zeigler to explain why damaged Fed and Treasury credibility could matter just as four major risks converge across privat...
Sticky Inflation. Cheap Volatility. A Less Predictable Fed. Why Aren’t Markets More Worried?
This month on Last Call, Kevin Muir, Aahan Menon, Ben Hunt and Brent Kochuba break down the market through four lenses: macro, inflation dat...
The Profits Come Now. The Costs Come Later. Kevin Muir on Whether AI Earnings Are the Bubble
Kevin Muir of The MacroTourist joins Matt Zeigler to break down the bond market, Scott Bessent's Treasury buybacks, the Treasury General Acc...
Private Equity Chased Software. Big Tech Is Chasing AI. Dan Rasmussen on If They Are Making the Same Mistake Twice
Dan Rasmussen, founder and managing partner of Verdad Advisers and author of The Humble Investor, joins Kai Wu to examine the unraveling of...