Two Quants and a Financial Planner
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...
The Colossal Mistake | The Danger of Narrow Markets — Practical Lessons from Richard Bernstein
In this episode of Excess Returns, Jack and Matt break down the timeless investing wisdom shared by legendary strategist Richard Bernstein. Drawing on decades of experience, including his time as Merr...
75% of Investors Will Disagree with These Ideas | Evidence Says They are True
Some of the most insightful investment conversations start with a single question: “What do you believe that most of your peers disagree with?” In this episode of Excess Returns, Jack Forehand and Mat...
20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire
In this special episode of Excess Returns, Matt Zeigler is joined by Bogumil Baranowski to reflect on one of the most emotional and historic moments in financial history: Warren Buffett’s surprise ann...