Excess Returns

Excess Returns

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 guests with the goal of helping those who watch and listen become better long term investors.
The Case for a Continued Rally with Warren Pies
Excess ReturnsJuly 18, 202400:56:08

The Case for a Continued Rally with Warren Pies

In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half of 2024, discus...

Passive Investing, the Bifurcated Economy and the Rising Market Risks with Mike Green
Excess ReturnsJuly 11, 202400:58:42

Passive Investing, the Bifurcated Economy and the Rising Market Risks with Mike Green

In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares insights from recent academic research supporting his...

The Uncomfortable Truth About Inflation and Fed Policy with Bob Elliott
Excess ReturnsJuly 03, 202400:54:36

The Uncomfortable Truth About Inflation and Fed Policy with Bob Elliott

In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topics, including inflation, the Federal Reserve's poli...

Common Sense Investing with Rick Ferri | The Benefits of a Simple Investment Approach
Excess ReturnsJune 20, 202400:57:34

Common Sense Investing with Rick Ferri | The Benefits of a Simple Investment Approach

In this episode of Excess Returns, we sit down with Rick Ferri to discuss a wide range of investing topics. We explore the concept of investing with simplicity, the importance of asset allocation, and...