Excess Returns
Episodes
Episodes of Excess Returns
Mark All
Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap
Are we heading toward a recession—or just stuck in macroeconomic purgatory? In this episode of Excess Returns, Dave Nadig and Matt Zeigler sit down with Cameron Dawson, CIO of NewEdge Wealth, to explore the uncertain territory between headline-
In this episode of Excess Returns, Justin and Jack welcome Travis Prentice from Informed Momentum Company to discuss the ins and outs of momentum investing. Travis brings nearly three decades of momentum investing experience and shares valuable
Join hosts Matt Ziegler and Jack Forehand as they interview Jared Dillian (@DailyDirtNap on Twitter) for a fascinating discussion on current market conditions, macroeconomic trends, and controversial investment perspectives. Jared shares his un
When we started Excess Returns, we wanted to come up with one way to boil down the best advice from the experts we have interviewed into one simple question. That led us to create a standard closing question that we ask all of our guests, “Base
In this episode of Excess Returns, Matt Zeigler sits down with Andrew Cohen, who shares his extraordinary journey from Goldman Sachs trader to working directly with Bernie Madoff and ultimately becoming a victim of history's largest Ponzi schem
Join hosts Matt Zeigler and Justin Carbonneau as they sit down with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. In this insightful conversation, Rich shares his expert perspective on today's market challen
In this episode of Excess Returns, we are joined by Jim Paulsen of Paulsen Perspectives. We unpack the complexities of tariffs, Federal Reserve policies, and investor psychology amidst a turbulent market environment. Jim brings his decades of e
In this episode of Excess Returns, Matt Zeigler is joined by special co-host Bogumil Baranowski to sit down with Chris Mayer. As the author of the acclaimed book 100 Baggers: Stocks That Return 100-to-1 and How to Find Them, former editor of in
In this episode, we are joined by Rick Ferri, a renowned advocate for low-cost, evidence-based investing. With the market in the midst of a significant selloff, it was a great time to get Rick’s practical wisdom on navigating market volatility,
In this episode, we dive into the current economic landscape and its implications for investors with Andy Constan, founder of Damped Spring Advisors. Andy shares his expert analysis on the U.S. economy’s trajectory, the impact of policy shifts
Join us for an insightful conversation with Cullen Roche, a renowned financial expert from Discipline Funds, as he breaks down some of the most pressing economic and market topics impacting investors today. Hosted by Justin and Jack, this episo
In this episode of Excess Returns, Matt Ziegler is joined by Lindsey Bell, Chief Market Strategist of Clearnomics, and Shannon Saccocia, Chief Investment Officer of Wealth at Neuberger Berman. They dive deep into the current market volatility a
Buy Barry's Bookhttps://amzn.to/3F7APZPIn this initial episode of Rabbithole of our new show Rabbithole, Dave Nadig explores the psychology of money and investing with Barry Ritholtz, author of "How Not to Invest." Their conversation challenges
In this episode of Excess Returns, Justin and Matt welcome back investment strategist Mike Green for an in-depth conversation about the current state of markets, economic trends, and geopolitical developments.Mike shares his unique perspective
In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations can't be used for market timing, an
In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed.
In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify's PINK healthcare ETF, for a fascinating discussion about how he mansges his personal portfolio. Drawing from his extensive experience at firms like
Welcome to Click Beta - where three market professionals cut through the financial clickbait to have real conversations about what matters. In this premiere episode, hosts Matt Zigler, Jason Buck, and Dave Nadig dive into pressing topics like
Market Wizards author Jack Schwager returns for another fascinating conversation about trading psychology, risk management, and lessons learned from interviewing the world's top traders. In this wide-ranging discussion, Schwager shares stories
In this episode, Jack Forehand and Matt Zeigler discuss their fascinating interview with AQR founder Cliff Asness. They explore several key topics from their conversation, including:Cliff's humorous take on morning routines and why correlatio
In this episode of Excess Returns, Jack Forehand and special guest host Perth Tolle sit down with Rob Arnott, founder of Research Affiliates and pioneer of fundamental indexing. Rob discusses his thought-provoking article "50 Years of Innovatio
In this episode of Excess Returns, we sit down with Doug Clinton of Intelligent Alpha to explore the fascinating intersection of AI and investment strategy. We discussed how Doug is using large language models (LLMs) like ChatGPT, Claude, and G
In this episode of Excess Returns, we sit down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a wide-ranging discussion about markets, the economy, and investing. We explore her unique perspective on the current market
In this episode of Excess Returns, we sit down with Kai Wu, founder of Sparkline Capital, for a fascinating discussion about intangible value investing and its global applications. Kai shares his expertise on using machine learning and natural
In this episode, we explore one of investing's most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether U.S. investors truly need international exposure in their portfolios.Key
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2025 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us