Excess Returns Podcasts
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- Excess Returns
- Show Us Your Portfolio
- Two Quants and a Financial Planner
- The OPEX Effect
- PNL For a Purpose
- Click Beta
- Rabbithole
The Hidden Trade War Opportunity | Kai Wu on What Investors Are Missing
In this episode of Excess Returns, Kai Wu of Sparkline Capital returns to break down his latest research piece, Investing Amid Trade Wars. Using over two dozen insightful visuals, Kai explores how inv...
The Number Go Up Regime | Practical Lessons from Ben Hunt & Grant Williams
In this episode, we dive deep into some of the most thought-provoking ideas from two of the most original minds in investing: Ben Hunt and Grant Williams. Through a curated selection of powerful clips...
The Rally No One Trusts | What the Options Market Tells Us About What Comes Next
In this episode of Excess Returns, Jack Forehand and Brent Kochuba from SpotGamma break down the forces at play beneath the surface of the market as we head into the May 2025 options expiration (OPEX)...
The Retail Rally Trap | What the Volatility Market Tells Us About What Comes Next | Kris Sidial
In this episode, Kris Sidial joins Jack Forehand and Brent Kochuba to break down the mechanics of tail risk hedging, why most volatility strategies fail, and how his team approaches dislocations in th...
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 explo...
The Domino's Recession Indicator | The Risks Markets Are Missing
In this episode of Click Beta, Matt Zeigler, Dave Nadig, and Jason Buck dive into the complex state of the U.S. economy — from recession signals and tariffs to shifting consumer behavior and surprisin...
The Market's Best-Kept Secret | Travis Prentice on Momentum's Surprising Edge
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 momen...
The Irrecoverable Error | Risk, Ruin, and the Rules of Wealth | Practical Lessons from Guy Spier
Full Talking Billions Interview https://www.youtube.com/watch?v=UPknZT0tVhE Full Excess Returns Interview https://youtu.be/yVdQVu0j_gg In this episode, Matt Zeigler and Bogumil Baranowski dive deep in...
The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here
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 ...
An Unprecedented Lack of Liquidity | What the Options Market Tells Us About What Comes Next
In this episode of The OPEX Effect, Jack and Brent dive deep into the market turmoil following "Liberation Day" and the implementation of new tariffs. With volatility spiking to levels not seen since ...
The Dark Side of Value Investing | Practical Lessons from Aswath Damodaran
Full Interview on Talking Billions https://youtu.be/7UEb_JEbeAE Full Interview on Excess Returns https://youtu.be/JMlAi0B-rlE Join Matt Zeigler and Bogumil Baranowski as they play our favorite clips f...
Behind the Scenes of the Madoff Scandal with a Trader Who Worked There | Andrew Cohen
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 becom...
The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing
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 ...
Markets Are Screaming One Thing | Jim Paulsen on the Real Risk to the Bull Market
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 mar...
Tax Holy Grail? The Hidden ETF Strategy Nobody Talks About | Brent Sullivan
For transcripts, commentary and further reading, visit https://www.nadig.com/ Join Dave Nadig as he dives deep into the complex world of ETF tax strategies with expert Brent Sullivan from Tax Alpha In...
The Hidden Fingerprints | Chris Mayer on Spotting 100-Baggers Before Everyone Else
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...
The Fastest Selloff Since 2020 | Rick Ferri on Why This Time Isn't Different
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 pract...
The Inflection Point | What Tariffs Actually Mean for the Economy
In this episode, dive into the complex world of tariffs, national debt, and economic policies under the current administration. With the S&P down 4% and markets reacting to recent policy shifts, we br...
A MasterClass from History’s Best Traders | Practical Lessons from Jack Schwager
In this episode, Matt and Jack dive into the timeless wisdom of Jack Schwager, renowned author of the Market Wizards series. Drawing from two insightful interviews with Schwager, they explore key less...
The Tail Risk Tipping Point
Join Matt Zeigler, Jason Buck, and Dave Nadig in this unfiltered and dynamic episode of Click Beta from Excess Returns. Feeling "stupid and exhausted" from their daily grind in markets and business, t...
Rising Market Risks | Will the Trump and Powell Puts Save Us? | Andy Constan
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. econom...
75% of Investors Will Disagree with These Ideas | Evidence Says They are True
In this episode, we dive into the most controversial takes from our podcast guests. Inspired by a brilliant question from Meb Faber (thanks, Meb!), we’ve compiled insights from top financial minds to ...
The Truth About Tariffs | Cullen Roche
Join us for a conversation with Cullen Roche, Founder and CIO at Discipline Funds, as he breaks down some of the most pressing economic and market topics impacting investors today. Cullen unpacks comp...
The Great Moderation is Over: Here is What Comes Next | Practical Lessons from Liz Ann Sonders
In this episode, we break down key lessons from our conversation with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, exploring timeless investment principles and market dynamics that ...
One of the Fastest Corrections in History: What the Options Market Tells Us About What Comes Next
In the latest episiode of the OPEX Effect, Jack Forehand and Brent Kochuba take a look behind the scenes of the big market selloff and the options flows driving it. They break down the massive options...
Tariffs Have Caused Chaos in Markets | Here is Why They May Not Derail the Economy
In this episode of Excess Returns, host Matt Zeigler is joined by Lindsey Bell, Chief Market Strategist of Clearnomics, and Shannon Saccocia, Chief Investment Officer of Wealth at Neuberger Berman. Th...
Value Had One of Its Worst Periods in History | What Data Tells Us Comes Next
In this episode, Jack and Matt dive deep into the state of value investing with special guest Tobias Carlisle, founder of the Acquirers Funds and author of multiple books on value investing. In this i...
Why Money Isn't What You Think: Barry Ritholtz on the Meaning of Money and How NOT to Invest It
Buy Barry's Book https://amzn.to/3F7APZP For transcript and deep dive research https://nadig.com In this initial episode of Rabbithole, Dave Nadig explores the psychology of money and investing with B...
The Less Than Strategic Reserve: What Happens When Government Hedges Its Own Currency?
In this episode of Click Beta, Matt Zeigler, Dave Nadig, and Jason Buck bring their financial expertise to the table for an unfiltered discussion about today's most pressing economic issues. Unlike ot...
Markets Always Return to Economic Reality | Bob Elliott Explains How It Happens
In this compilation episode of Excess Returns, hosts Jack Forehand and Matt Zeigler bring you the most valuable insights from our interviews with Bob Elliott, founder of Unlimited Funds and former hea...
Data Says We Haven't Had a Recession: Mike Green on the Hidden Metrics That Tell a Different Story
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 deve...
The 'Golden Age of Dip Buying' Is Over: Here is What Comes Next | Practical Lessons from Warren Pies
In this episode, Jack and Matt dive deep into unique perspectives on markets and investing through the lens of Warren Pies and Fernando Vidal's innovative research approaches. They explore: A fresh ta...
Investors Made These 9 Costly Mistakes in 2024 | Larry Swedroe Explains How to Fix Them
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 va...
Danger in Market Calm? What the Options Market Tells Us About What Comes Next
In this episode, Jack Forehand and Brent Kochuba analyze the current state of the options market heading into the February 2024 options expiration. They explore several critical themes, including: Why...
Why Hidden Option Flows Move Markets | Practical Lessons from Cem Karsan
In this episode of Excess Returns, Matt and Jack explore key lessons from one of our most popular guests, Cem Karsan. Through selected clips from multiple interviews, they unpack Karsan's unique insig...
A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride
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 ...