Excess Returns
Hosted by Justin Carbonneau and Matt Zeigler and Jack Forehand · Excess Returns
4.6from 162 ratings
- 586
- Episodes
- 324
- Transcribed
- 162
- Ratings
- Weekly
- Cadence
- 2019
- First episode
- 3M
- YouTube views
About Excess Returns
Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more. Subscribe to learn along with us.
- Publisher
- Excess Returns
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 25 Nov 2019
- Latest episode
- 5 Nov 2026
Latest episodes
324 of 586 episodes have a transcript.
5 Nov 2026TRANSCRIPT
Spending Is Up 7%. Paychecks Are Up 3%. What Happens When Stocks Stop Paying the Difference?
4 Nov 2026TRANSCRIPT
The Liquidity Cycle Has Turned | Michael Howell on What It Means for Investors
3 Nov 2026TRANSCRIPT
Seven Stocks Are 41% of the S&P | John Davi on Building Portfolios Beyond the Mag 7 Bet
Inside a recent episode
Spending Is Up 7%. Paychecks Are Up 3%. What Happens When Stocks Stop Paying the Difference?
Published 5 Nov 2026 · Transcript excerpt
[…] He likes to squint at the market data, not the macro data. And so when I'm squinting at the macro data, I'm starting to see consumer spending slowing because there's some indications that there's some exhaustion there. Real spending by consumers in September was zero. And that is not a great growth. […]
Read the full transcript with a Pod Engine plan.
See plansWho has been a guest on Excess Returns
Names identified in recent episode analyses. Showing up to five guests.
- Bob Elliott
- Aahan Menon
- Michael Howell
- John Davi
- Cameron Dawson
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 3,181,403
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 4.7 / 5
- 92 ratings
- Spotify
- 4.6 / 5
- 70 ratings
Podcast Authority Score: 96 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 98
- Social presence
- 94
- YouTube
- 93
- Engagement
- 95
Contact Excess Returns
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Excess Returns
Who hosts Excess Returns?
Justin Carbonneau and Matt Zeigler and Jack Forehand host the show. Published by Excess Returns.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does Excess Returns take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
324 of 586 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of Excess Returns?
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