Two Quants and a Financial Planner
We Asked Liz Ann Sonders, Jim Grant, and Brent Donnelly What Investors Miss About This Market
This week’s Excess Returns Weekly Wrap brings together insights from Jim Grant, Liz Ann Sonders, and Brent Donnelly to break down the biggest forces driving markets right now, including war-driven inf...
The Recession Signal Hidden in Walmart | The Weekly Wrap - 4/12/2026
This week’s Excess Returns Weekly Wrap brings together insights from Jim Paulsen, Brent Kochuba, Anthony Wang, and Tom Hancock to break down what’s really driving markets right now—from recession sign...
Not Once in 75 Years | The Weekly Wrap – 4/5/2026
This episode of Excess Returns Weekly Wrap brings together the most important ideas from a packed week of interviews, covering AI and base rates, the Magnificent Seven, commodities, macro risks, and p...
The Shock No One Can Price | The Weekly Wrap - 3/29/2026
This episode of Excess Returns Weekly Recap breaks down one of the most complex market environments in recent memory, from the global oil shock and its economic ripple effects to base rates, AI-driven...
The War No One Can Price | The Weekly Wrap – 3/22/2026
This week’s Excess Returns Weekly Wrap breaks down the biggest market drivers right now, including how markets price (or fail to price) war risk, why volatility signals are flashing unusual warnings, ...
14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026
In this episode, we break down the most important insights from the week on Excess Returns,, with insights from Vitaliy Katsenelson, Jim Paulsen, and Joseph Shaposhnik. Markets today are being shaped ...
When AI, Value, and Credit Collide | The Weekly Market Insight – March 8, 2026
In this weekly Excess Returns recap, Jack Forehand and Matt Zeigler highlight the most important investing insights from recent conversations across the Excess Returns podcast network. Drawing on disc...
The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose
In this episode of Excess Returns, we explore one of the most important but overlooked questions in investing: what is the purpose of your portfolio? Through a series of powerful clips and reflections...
The Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen
In this episode, we discuss our biggest lessons from our interview with Bill Bengen, the creator of the 4 percent rule, and are joined by special guest Ben Tuscai. We explore how one of the most widel...
The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin
The Full Michael Mauboussin Book Chapter https://excessreturnspod.substack.com/p/michael-mauboussin-the-benefits-of In this episode, we kick off our book project, "The Most Important Investing Lesson:...
It’s Harder Than Surviving a Crash | Chris Mayer on the Practical Lessons of 100-Baggers
In this special episode, Matt Zeigler and Bogumil Baranowski take you on a deep-dive mixtape journey through the best moments from their past three years of conversations with author and investor Chri...
The Fourth Turning is Here. But Most Investors Miss What It Means | Practical Lessons from Neil Howe
Our full interview with Neil https://youtu.be/HOub3bmUGV4 In this episode, Matt Zeigler and Dave Nadig dive deep into the most popular episode on the Excess Returns channel to date: our interview with...