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Excess Returns

Excess Returns

311 Episodes • By Jack Forehand and Justin Carbonneau • podcasters.spotify.com/pod/show/...
Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea Capital Management. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, and talk to interesting gues ...more
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Excess Returns
Excess Returns
@excessreturns
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Show Us Your Portfolio: Jared Dillian
In this episode of Show Us Your Portfolio, Jared Dil... more
Apr 25 2024 46m
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Evaluating the Macro Landscape and Finding Great Companies with Jeff Muhlenkamp
In this episode of Excess Returns, we speak with Jef... more
Apr 18 2024 1h 8m
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Navigating the Islands of Macro with Andy Constan
In this episode we are joined by Andy Constan, found... more
Apr 11 2024 1h
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The Case for Value Investing with Tobias Carlisle
David Einhorn recently said that he thinks fundament... more
Apr 4 2024 1h 5m
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Value Investing, Inflation and Expected Returns with Rob Arnott
In this episode, Research Affiliates founder Rob Arn... more
Mar 28 2024 58m
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The AI Bubble Thesis with Doug Clinton
AI stocks have seen a big run recently. This has led... more
Mar 21 2024 59m
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Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins
There have been many significant events in the econo... more
Mar 14 2024 54m
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Investing in the Future of Health Care with Mike Taylor
In this episode, we are joined by Mike Taylor, manag... more
Mar 8 2024 55m
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Show Us Your Portfolio: Bob Elliott
In this episode of Show Us Your Portfolio, we speak ... more
Feb 29 2024 1h
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Has Passive Investing Broken the Market? | Mike Green
David Einhorn said in a recent podcast interview tha... more
Feb 22 2024 59m
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The Next Chapter for Inflation with Cullen Roche
With inflation off its highs, but still elevated rel... more
Feb 15 2024 1h 1m
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The No Landing Scenario with Cem Karsan
In this episode, our most popular guest returns for ... more
Feb 8 2024 1h 1m
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Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira
Those of us that invest using factors have been taug... more
Feb 1 2024 53m
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Show Us Your Portfolio; Katie Stockton
In our latest episode of Show Us Your Portfolio, we ... more
Jan 25 2024 52m
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Show Us Your Portfolio: Andrew Beer
In this episode, we speak with DBi founder Andrew Be... more
Jan 18 2024 1h 11m
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High Conviction Value Investing with Chris Davis
In this episode, we are privileged to be joined by C... more
Jan 11 2024 1h 4m
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What Generative AI Means for Investors with Adam Butler
Generative AI is probably the most rapidly developin... more
Jan 4 2024 1h 3m
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100+ Great Investors Share Their Most Important Investing Lesson
We have now conducted over 100 interviews on Excess... more
Dec 28 2023 2h 32m
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Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds
This episode is the first part II our Show Us Your P... more
Dec 21 2023 1h 6m
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Value, Momentum and Launching ETFs with Wes Gray
In this episode, we are joined by Wes Gray, founder ... more
Dec 14 2023 1h 3m
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Navigating the Factor Zoo with Matthias Hanauer
In this episode, we talk factor investing with Robec... more
Dec 8 2023 46m
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The Enduring Legacy of Charlie Munger with Lawrence Cunningham
In this episode, we discuss the incredible life and ... more
Dec 6 2023 52m
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Lessons From a Legendary Fund Manager with Joel Tillinghast
In this episode, we speak with Joel Tillinghast, who... more
Nov 30 2023 41m
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How Popular Market Indexes Are Constructed with Athanasios Psarofagis
Most investors reference the returns of popular inde... more
Nov 22 2023 54m
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From Quant Investing to Venture Capital with Jim O'Shaughnessy
In this episode we bring back one of our most popul... more
Nov 16 2023 59m
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