Excess Returns by Excess Returns

578 - The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?

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.

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578 - The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?

Sun, 18 Oct 2026
577 - We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out

Sat, 17 Oct 2026
576 - Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal

Fri, 16 Oct 2026
575 - AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?

Wed, 14 Oct 2026
574 - The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses

Sun, 11 Oct 2026
573 - Katie Stockton Still Sees a Bull Market. So Why Is Her ETF Only 50% in Stocks?

Thu, 08 Oct 2026
572 - Tom Maher on Small-Cap Investing, AI Infrastructure and Opportunities Beyond Big Tech

Wed, 07 Oct 2026
571 - Ed Yardeni Still Sees S&P 10,000 by 2029. So Why Is He Getting More Cautious?

Sun, 04 Oct 2026
570 - The 10-Year Hit a 24-Year High. Nobody Is Buying Puts. Are You Watching the Wrong Market?

Sat, 03 Oct 2026
569 - They Beat All US Stock Funds Since 2003 | Michael Baron on the AI Winners Investors Miss

Thu, 01 Oct 2026
568 - The Game Was Rigged in Their Favor. 28% Went Bust Anyway | Kris Abdelmessih on How to Size Bets

Tue, 29 Sep 2026
567 - We Asked the Data Journalist Who Rebuilt the Jobs Report What the Headline Number Hides

Sat, 26 Sep 2026
566 - He Lost $157,000 in 3 Minutes | Jack Raines on the Lesson Winning Never Taught Him

Wed, 23 Sep 2026
565 - The AI Gap Is Closing | Jason Hsu on China, Momentum Crashes and the S&P’s Seven-Stock Bet

Sun, 20 Sep 2026
564 - David Rosenberg on Why He Wants the Bonds Everyone Hates — and Where He's Hiding in Stocks

Fri, 18 Sep 2026
563 - Franklin Templeton CEO Jenny Johnson on AI, Private Markets, and the Hidden Risks in Index Funds

Wed, 16 Sep 2026
562 - Jim Paulsen on the Weakening Economy, Tech Bear Market Risk and the Bull Market Built on Fear

Mon, 14 Sep 2026
561 - We Asked Fidelity's Ex-President What Made Peter Lynch Great — and Where Private Credit Risk Hides

Sat, 12 Sep 2026
560 - Everyone Hates Bonds. Why Two Bond Managers Say You're Hating the Wrong Ones

Thu, 10 Sep 2026
559 - All-In on the S&P 500 Worked for 18 Years | Jared Dillian on Why It's Still Wrong

Tue, 08 Sep 2026
558 - Nvidia Is Betting on Its Customers. Gen Z Is Betting on Sports. Will It All End the Same Way?

Sun, 06 Sep 2026
557 - Bearish Into November. Room to Run After: Why Dan Niles Is Watching Hyperscaler Credit Default Swaps

Thu, 03 Sep 2026
556 - The Fed Credibility Narrative Has Turned | Ben Hunt on AI, the Consumer and Financial Repression

Thu, 03 Sep 2026
555 - Sticky Inflation. Cheap Volatility. A Less Predictable Fed. Why Aren’t Markets More Worried?

Mon, 31 Aug 2026
554 - The Profits Come Now. The Costs Come Later. Kevin Muir on Whether AI Earnings Are the Bubble

Sat, 29 Aug 2026
553 - Private Equity Chased Software. Big Tech Is Chasing AI. Dan Rasmussen on If They Are Making the Same Mistake Twice

Fri, 28 Aug 2026
552 - Only 2.7% Beat the S&P for 20 Years | Ian Cassel on What Elite Stock Pickers Do Differently

Tue, 25 Aug 2026
551 - The Rally is Broadening. The Earnings Growth Isn't. Liz Ann Sonders on Which Breaks First

Sat, 22 Aug 2026
550 - We Asked Andy Constan What Happens If AI Funding Breaks Before the Thesis — And if Warsh Blinks

Thu, 20 Aug 2026
549 - We Asked Value Legend Bob Robotti Why the Real AI Trade Isn't AI — And Why Passive Helps Stock Pickers

Tue, 18 Aug 2026
548 - Jim Paulsen Sees a Growth Scare Coming | The 34 Charts That Make Him Cautious

Fri, 14 Aug 2026
547 - We Asked T. Rowe's $8 Billion Tech Manager Why We Are in 1998 — And Why Software Is in Trouble

Tue, 11 Aug 2026
546 - David Rosenberg and Rich Bernstein on What Ends the AI Trade — And What They Own Instead

Sat, 08 Aug 2026
545 - 4% Inflation. Stretched Valuations. Why Is the Market Still Risk-On? | Tian Yang

Thu, 06 Aug 2026
544 - The Biggest Leak in Finance | Brent Donnelly on Why You're Probably Too Bearish

Tue, 04 Aug 2026
543 - A $20B Blowup. A War-Sized AI Bet. Was the Bottom Just a Margin Call? | Last Call

Sun, 02 Aug 2026
542 - A War-Sized AI Bet. Private Credit Went All In. Will the Government End Up Owning It?

Fri, 31 Jul 2026
541 - He Called It the Worst Chart Imaginable. Then He Bought It | Rupert Mitchell on Cracks in the Mag 7

Wed, 29 Jul 2026
540 - The Warren Buffett Portfolio: Robert Hagstrom on What Wall Street Gets Wrong About Risk

Tue, 28 Jul 2026
539 - Even God Would Be Fired | Wes Gray on Bubbles, AI Valuations and Why Size Was Never the Edge

Sat, 25 Jul 2026
538 - Not a Time for Big Bets | Aahan Menon on What 60 Years of Regime Data Says About Today’s Market

Thu, 23 Jul 2026
537 - We Asked the Man Who Mapped the AI Economy If the Boom Is Real — And Who Keeps the Money

Tue, 21 Jul 2026
536 - It Only Happens at Bottoms | Andy Constan on the Options Extreme That Showed Up at the Highs

Sat, 18 Jul 2026
535 - Jack Schwager on Timeless Lessons from Elite Traders

Thu, 16 Jul 2026
534 - The Recession the Unemployment Rate Can't See | Eric Pachman on the Data Beneath the Jobs Report

Tue, 14 Jul 2026
533 - Jim Paulsen Sees a Correction Coming | The 33 Charts That Turned Him Cautious

Sat, 11 Jul 2026
532 - Big Uptrend. Tech Momentum Fading | Katie Stockton on the Rotation Investors Are Missing

Thu, 09 Jul 2026
531 - We Asked a $1 Billion Quant Manager Why Concentration Isn't a Warning — and Small Caps Aren't Dead

Tue, 07 Jul 2026
530 - The $600 Billion Loop | Jeff Klingelhofer on AI, the Return of Bonds and the Fed's Third Mandate

Mon, 06 Jul 2026
529 - We Asked Meb Faber Why US Stocks Won for 250 Years — And If It Can Continue

Sun, 05 Jul 2026

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