Excess Returns

Jack Forehand, Justin Carbonneau, Matt Zeigler

Booking Overview

An investing interview show focused on long-term portfolio management, markets, macroeconomics, and asset allocation, typically featuring prominent economists, asset-management executives, investment strategists, and finance academics. Suitable pitches include CEOs, portfolio managers, economists, researchers, and authors with demonstrated expertise in investing, private markets, factor strategies, retirement, or financial policy; booking difficulty is high because recent guests include major asset-management leaders and widely recognized market authorities.

Metrics

Episodes: 570

Frequency: Multiple_weekly

Rating: 4.7/5.0

Estimated listeners: 1k-10k

Gender skew: Male

Location: USA

YouTube: 76.2k subscribers

Contact Information

Publicly listed emails

excessreturnspod@gmail.com

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Host

Jack Forehand - Investment-focused podcast host covering long-term investing, portfolio construction, and market analysis.

Justin Carbonneau - Investment-focused podcast host covering markets, asset allocation, and long-term portfolio strategy.

Matt Zeigler - Investment-focused podcast host who interviews finance leaders and market experts on portfolio strategy and economic trends.

Booking Intelligence

Booking Requirements

high

Typical Credentials:

Senior economists, portfolio managers, investment strategists, asset-management executives, finance academics, and authors with substantial expertise and an established professional record.

Required Achievements:

Leadership of major asset-management firms or investment organizations, Founding a respected research or investment firm, Recognized expertise in economics, portfolio management, or financial markets, Published research, books, or widely followed market analysis

Recent Guest Discussions

Jason Hsu - The Us-china AI Race, Chinese Equities, Factor Investing, Machine Learning, Market Concentration, And Portfolio Diversification.

David Rosenberg - Treasury Bonds, Inflation, Economic Growth, Federal Reserve Policy, Gold, International Equities, Portfolio Allocation, And Ai-related Market Risk.

Jenny Johnson - Artificial Intelligence In Asset Management, Tokenization, Private Markets, Index Concentration, Financial Advice, And Leadership.

Jim Paulsen - Economic Weakening, Technology Bear-market Risk, Federal Reserve Policy, Bonds, Consumer Spending, AI Investment, And Stock-market Concentration.

Bob Pozen - Retirement Investing, Private Credit, Peter Lynch, Warren Buffett, Index Funds, Social Security, Portfolio Allocation, And Financial Reporting.

Recent Topics

Finance, Investing, Macroeconomics, Asset Allocation, Factor Investing

Episodes

Here's the recent few episodes on

Excess Returns

Ed Yardeni Still Sees S&P 10,000 by 2029. So Why Is He Getting More Cautious?

October 04, 2026

Ed Yardeni of Yardeni Research explains why he still sees the S&P 500 reaching 10,000 by 2029, even as higher oil prices and bond yields make him more cautious near term. His destination hasn't changed, but the timetable has: he has pushed his 8,400 target to mid-2027 while retaining his Roaring 2020s outlook.In this conversation with Justin Carbonneau and Jack Forehand, Ed distinguishes an earnings-led bull market from a speculative melt-up, explains why retiring baby boomers keep spendi...

The 10-Year Hit a 24-Year High. Nobody Is Buying Puts. Are You Watching the Wrong Market?

October 03, 2026

Andy Constan, Brent Kochuba and Eric Pachman examine rising bond yields, options positioning and the inflation risks facing stocks. What happens if the rate relief traders are betting on never arrives?On this month's Last Call, Jack Forehand and Matt Zeigler connect three perspectives on the market. Andy Constan explains why stronger growth and debt supply can push yields higher without signaling a bond crisis. Brent Kochuba examines options flows that suggest traders are still leaning to...

They Beat All US Stock Funds Since 2003 | Michael Baron on the AI Winners Investors Miss

October 01, 2026

Michael Baron of Baron Capital explains his case for AI beneficiaries beyond the biggest tech stocks, including software companies the market fears will be disrupted. He joins Matt Zeigler and Justin Carbonneau to discuss how competitive advantages, management quality, and a long investment horizon shape the firm's growth portfolios.Baron Capital's co-president and portfolio manager walks through the firm's investments in Tesla and SpaceX, from vertical integration and autonomous driving to r...

Publicly listed emails

excessreturnspod@gmail.com

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