Excess Returns

Jack Forehand, Justin Carbonneau, Matt Zeigler

excessreturnspod@gmail.com

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Booking Overview

This is an investing interview show focused on long-term investing, market analysis, and complex finance topics, typically featuring established investors, traders, authors, and finance or technology experts. Credible pitches include portfolio managers, market strategists, economists, finance authors, and AI or business specialists with clear investment relevance; booking difficulty is high because recent guests have substantial expertise, published work, or notable market records.

Metrics

Episodes: 544

Frequency: Multiple_weekly

Rating: 4.7/5.0

Estimated listeners: 1k-10k

Gender skew: Male

Location: USA

YouTube: 73.6k subscribers

Contact Information

excessreturnspod@gmail.com

For verified host and producer emails, sign up to view.

Host

Jack Forehand - Investment commentator and podcast host focused on long-term investing, value investing, factor investing, and macroeconomics.

Justin Carbonneau - Investment commentator and podcast host covering portfolio strategy, market analysis, and long-term investing.

Matt Zeigler - Investment commentator and podcast host focused on market research, investing strategies, and complex financial topics.

Booking Intelligence

Booking Requirements

high
Typical Credentials:  
Established portfolio managers, investment strategists, traders, economists, finance authors, and technology or business experts whose work has direct relevance to markets and investing.
Required Achievements:  
Published finance or investing books, Senior roles at investment firms or research organizations, Documented trading or investment track records, Recognized market research or analysis, Prominent expertise in technology, economics, or financial markets

Recent Guest Discussions

Azeem Azhar - The Economics Of The Artificial Intelligence Boom, AI Infrastructure, Business Productivity, Competitive Moats, And How Value May Accrue Across The AI Stack.

Andy Constan - Options-market Signals, Speculative Positioning In AI And Semiconductor Stocks, Earnings Expectations, Economic Growth, Federal Reserve Policy, And Tariffs.

Jack Schwager - Elite Traders, Risk Management, Trading Psychology, Track-record Evaluation, Deliberate Practice, And Lessons For Long-term Investors.

Recent Topics

Investing, Value Investing, Factor Investing, Macroeconomics, Finance

Episodes

Here's the recent few episodes on
Excess Returns
:

The Biggest Leak in Finance | Brent Donnelly on Why You're Probably Too Bearish

August 04, 2026

Brent Donnelly joins Matt Zeigler to explain how professional traders build a durable edge through risk management, trading psychology, probabilistic thinking, and creative market analysis.Drawing from his new book, Trade Outside the Box: Advanced Thinking for Professional Traders, Brent breaks down why trading strategies decay, why rationality beats intelligence, how to avoid risk of ruin, and how lessons from poker, behavioral finance, and real-world experience can improve decision-making.T...

A $20B Blowup. A War-Sized AI Bet. Was the Bottom Just a Margin Call? | Last Call

August 02, 2026

On this episode of our new market wrap show Last Call, we examine the hidden rotation beneath calm stock market indexes, including sharp AI and semiconductor volatility, small-cap strength, forced fund liquidations, higher rates and changing Federal Reserve guidance. Jack Forehand and Matt Zeigler are joined by Jim Paulsen, Ben Hunt, Brent Kochuba, Cameron Dawson and Dave Nadig to discuss stock market correction risk, the economics of the AI data center buildout, options flows, market leverag...

A War-Sized AI Bet. Private Credit Went All In. Will the Government End Up Owning It?

July 31, 2026

We are excited to announce the launch of a new podcast, Why Am I Reading This Now? with Ben Hunt. Stories and narratives are increasingly shaping markets, and Ben and his team at Perscient have developed a unique system for measuring how those narratives emerge, spread and change.In each episode, Ben and Matt Zeigler will examine the major issues facing investors through this narrative lens, helping listeners better understand the stories driving markets and what they could mean for the econo...

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