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.
Reviews:
Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures
Excess ReturnsDecember 05, 202401:07:01

Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures

In this episode of Excess Returns, hosts Justin and Jack sit down with Andrew Beer of Dynamic Beta Investments to explore the fascinating world of managed futures and alternative investment strategie...

What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig
Excess ReturnsDecember 02, 202401:04:07

What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig

In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig. This episode explores how passive investing has transfor...

The Most Misunderstood Bull Market Ever | Jim Paulsen
Excess ReturnsNovember 27, 202401:05:09

The Most Misunderstood Bull Market Ever | Jim Paulsen

In this episode of Excess Returns, we sit down with veteran investment strategist Jim Paulsen to discuss the current market landscape and economic outlook. Paulsen, author of Paulson Perspectives on ...

Bigger Extremes, Better Returns | Cliff Asness on the "Less Efficient Market Hypothesis"
Excess ReturnsNovember 20, 202401:15:57

Bigger Extremes, Better Returns | Cliff Asness on the "Less Efficient Market Hypothesis"

In this episode of Excess Returns, we sit down with AQR founder Cliff Asness for a fascinating discussion about market efficiency, behavioral finance, and the future of quantitative investing. In thi...