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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...
This episode of Last Call breaks down one of the most confusing market environments in recent memory: why stocks continue to rise despite wa...
This episode explores one of the most important debates in markets today: whether investors are underestimating the risk of higher inflation...
This episode with Chris Davis of Davis Advisors explores how investors should think about risk, valuation, and opportunity in a market defin...
This episode explores how massive structural shifts—AI, deglobalization, and the rise of passive investing—are reshaping markets and what th...
This episode features Chris Bloomstran of Semper Augustus discussing market concentration, AI capital spending, Berkshire Hathaway, and the...
This episode features David Rosenberg, founder of Rosenberg Research, breaking down why today’s market may be driven more by valuation exces...
Brent Donnelly returns to Excess Returns to break down one of the most confusing market environments in years, where policy shocks, volatili...
Liz Ann Sonders of Schwab joins Excess Returns to break down how war, an oil shock, and shifting market dynamics are reshaping the investing...
This episode features Jim Grant of Grant’s Interest Rate Observer on inflation, war, monetary policy, and the long arc of credit cycles. Gra...
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...
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...
This episode of Excess Returns features Jim Paulsen breaking down the current macro environment through a series of powerful indicators, inc...
This episode of Excess Returns features Tony Wang of T. Rowe Price discussing how investors can identify “inevitabilities” in technology and...
This episode explores the growing signs of a shift beneath the surface of the market, as technical indicators point to weakening momentum in...
In this inaugural episode of our new show, The Intangible Economy with Kai Wu, we explore how AI, intangible assets, and unprecedented capit...
This episode of Excess Returns features Aahan Menon of Prometheus Research breaking down the growing risk of an inflation shock driven by en...
This episode explores Harris “Kuppy” Kupperman’s framework for “inflection investing” and how he identifies asymmetric opportunities across...
This episode of our new market wrap show Last Call breaks down the biggest market drivers right now through three distinct lenses: macro, na...
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...
This episode of Excess Returns features Bob Elliott discussing the growing fragility in the global economy as an oil shock collides with a s...
Subscribe to the 100 Year Thinkers of Spotify Subscribe to the 100 Year Thinkers of Apple In this episode of our new show, 100 Year Thinke...
Subscribe to the OPEX Effect on Spotify Subscribe to the OPEX Effect on Apple Podcasts This episode breaks down the growing tension beneat...
In this episode, Jared Dillian joins Excess Returns to break down why markets consistently misprice major regime shifts, geopolitical risks,...
Biotech is one of the few areas in investing where specialized knowledge may still generate persistent alpha. In this episode of Excess Retu...
Follow Two Quants and a Financial Planner on Spotify Follow Two Quants and a Financial Planner on Apple In this episode, we break down the...
On this episode of Excess Returns, Matt Zeigler and Bogumil Baranowski speak with Rainwater Equity ETF portfolio manager Joseph Shaposhnik a...
In this episode of Excess Returns, Matt Zeigler and Bogumil Baranowski speak with Vitaliy Katsenelson, CEO of Investment Management Associat...
Follow Two Quants and a Financial Planner on Spotify Follow Two Quants and a Financial Planner on Apple In this new weekly Excess Returns re...
Subscribe to the Jim Paulsen Show on Spotify Subscribe to the Jim Paulsen Show on Apple Podcasts In this episode of the Jim Paulsen Show, Ji...
Rob Arnott returns to Excess Returns to discuss the biggest questions facing investors today, including the impact of geopolitical conflict,...
In this episode of Excess Returns, we welcome back Andy Constan of Damped Spring Advisors for a wide-ranging discussion on geopolitical risk...
In this episode, Jack Forehand and Kai Wu break down the viral “AI doom loop” article that sparked debate across Wall Street, Silicon Valley...
Follow Last Call on Spotify Follow Last Call on Apple Podcasts In this episode of Last Call, Jack Forehand and Matt Zeigler look past the...
In this episode of Excess Returns, we sit down with Cullen Roche to discuss his new book Your Perfect Portfolio and the deeper principles be...
In this episode of Excess Returns, we sit down with Matt Russell of Business Breakdowns to explore how AI is actually being used in investin...
Subscribe to Two Quants and a Financial Planner on Spotify Subscribe to Two Quants and a Financial Planner on Apple In this episode, we expl...
Subscribe to the 100 Year Thinkers of Spotify Subscribe to the 100 Year Thinkers of Apple In this episode of the 100 Year Thinkers, Matt Zei...
In this episode of Excess Returns, Jason Hsu returns for a wide-ranging conversation on China’s economy, the global AI race, emerging market...
Subscribe to Click Beta on Spotify Subscribe to Click Beta on Apple Podcasts In this episode of Click Beta, Matt Zeigler sits down with Came...
Subscribe to the OPEX Effect on Spotify Subscribe to the OPEX Effect on Apple Podcasts In this episode of The Opex Effect, Jack and Brent br...
In this episode of Excess Returns, we sit down with Neil Howe, author of The Fourth Turning Is Here and co-creator of the Fourth Turning gen...
In this episode of Excess Returns, we sit down with Pete Hecht of AQR to break down portable alpha, capital efficient portfolio construction...
In this episode of Excess Returns, Kai Wu of Sparkline Capital returns to discuss his latest research on AI adoption, ROI, and what it all m...
In this episode of Excess Returns, we sit down with Bloomberg Opinion columnist Nir Kaissar for a wide-ranging conversation on markets, AI,...
David Giroux, CIO of T. Rowe Price and manager of the Capital Appreciation strategy, joins Excess Returns for a wide ranging discussion on m...
In this episode of Excess Returns, we sit down with Kevin Muir, author of The Macro Tourist, for a wide-ranging conversation on market senti...
In this episode of Excess Returns, we sit down with Victoria Greene of G Squared Private Wealth for a wide-ranging conversation on markets,...
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...
In this episode of Excess Returns, we’re joined again by Dan Rasmussen of Verdad Advisors for a wide-ranging conversation that challenges so...
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...