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.
Broken Data. Hidden Opportunity | GMO's Warren Chiang on Deep Value’s Historic Setup
Excess ReturnsJune 13, 202500:57:10

Broken Data. Hidden Opportunity | GMO's Warren Chiang on Deep Value’s Historic Setup

GMO’s Warren Chiang joins us for a deep dive into the art and science of systematic value investing. In this episode, Warren shares how his team has refined traditional value investing to adapt to an ...

The Hidden Risk Markets Are Missing | Peter Atwater
Excess ReturnsJune 11, 202500:59:24

The Hidden Risk Markets Are Missing | Peter Atwater

In this episode of Excess Returns, Matt Zeigler sits down with Peter Atwater—President of Financial Insyghts, author of The Confidence Map, and expert on decision-making under uncertainty. Peter lays ...

$66 Billion. 17 Straight Outperforming Years | The Overlooked Strategy David Giroux Used To Do It
Excess ReturnsJune 07, 202501:01:02

$66 Billion. 17 Straight Outperforming Years | The Overlooked Strategy David Giroux Used To Do It

David Giroux, CIO and Head of Investment Strategy at T. Rowe Price Investment Management, has achieved something rare in investing—beating his Morningstar peer group for 17 consecutive years. In this ...

The $9 Trillion Risk | Rupert Mitchell on What Follows US Dominance
Excess ReturnsJune 06, 202500:53:34

The $9 Trillion Risk | Rupert Mitchell on What Follows US Dominance

In this episode of Excess Returns, Matt Zeigler sits down with Rupert Mitchell—founder of Blind Squirrel Macro—for an insightful, opinionated, and often humorous discussion on global market dynamics, ...