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.
A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride
Excess ReturnsFebruary 13, 202500:49:43

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 ...

Inside the Minds of History's Best Traders: Real World Lessons from Market Wizards | Jack Schwager
Excess ReturnsJanuary 30, 202501:07:44

Inside the Minds of History's Best Traders: Real World Lessons from Market Wizards | 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-...

Busting 50 Years of Investing Myths | Rob Arnott
Excess ReturnsJanuary 23, 202501:12:15

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...

Building an Intelligent Alpha ETF with ChatGPT | Doug Clinton
Excess ReturnsJanuary 16, 202500:58:10

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...