Excess Returns Podcasts
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- Excess Returns
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- Rabbithole
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 Madoff Scandal with a Trader on the Inside | 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 Volatility Antidote: Rick Ferri on Why Simple is the Solution
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...
Unconventional Rules of History’s Best Traders: Practical Lessons for All Investors | 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...
Markets Are Screaming Recession Risk | 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 Market Speaks the Truth| Cullen Roche on Why Tariffs Won’t Work
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 ...
Recession Indicators Aren't Working Anymore: Jim Paulsen Explains What That Means for Investors
In this episode, Matt and Jack break down key insights from our interview with market strategist Jim Paulsen. Paulsen offers unique perspectives on how markets have evolved over his 40-year career, fr...
How a Former Citadel Trader Builds His Personal Portfolio | Mike Taylor
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 ...
Bear Markets, Tariffs and the Hidden Knowledge Worker Recession
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...
Why Defense Wins in Investing | Practical Lessons from Jason Buck
In this episode, Jack and Matt dive deep into their conversation with Jason Buck about building truly robust investment portfolios that can withstand any market environment. Moving beyond the typical ...
Inside the Minds of History's Best Traders | Jack Schwager
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-...
Practical Lessons from Ed Yardeni
In this deep-dive conversation, Jack Forehand and Matt Zeigler break down key insights from their interview with Dr. Ed Yardeni, one of Wall Street's most respected market strategists. The discussion ...
Busting 50 Years of Investing Myths | Rob Arnott
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 thou...
Practical Lessons from Cliff Asness
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 ...
Building an Intelligent Alpha ETF with ChatGPT | Doug Clinton
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 langua...
The Calm Before the Storm? | The Warning Signs Inside the Options Market
Join Brent Kochuba and Jack Forehand as they analyze the current market landscape and what options flows tell us about potential volatility ahead. The duo dives deep into why the market may be underpr...