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.

Excess Returns
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Podcast Overview
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.
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Publishing Since
11/25/2019
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Recent Episodes

September 20, 2026
The AI Gap Is Closing | Jason Hsu on China, Momentum Crashes and the S&P’s Seven-Stock Bet
Host [Host Name] interviews Jason Hsu, founder and CIO of Rayliant Global Advisors, exploring the US-China AI race, market concentration, and diversified portfolio strategies.

September 18, 2026
David Rosenberg on Why He Wants the Bonds Everyone Hates — and Where He's Hiding in Stocks
David Rosenberg joins Matt Zeigler to reveal his bullish case for bonds and discuss inflation, AI's stock market impact, and portfolio strategy.

September 16, 2026
Franklin Templeton CEO Jenny Johnson on AI, Private Markets, and the Hidden Risks in Index Funds
Franklin Templeton CEO Jenny Johnson and Matt Zeigler explore AI, private markets, and index fund risks, offering insights into personalized investing and concentration dangers.
563 total episodes available with 301 transcripts
Recent guests on Excess Returns
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Jason Hsu
Guest
David Rosenberg
Guest
Jenny Johnson
Guest
Jim Paulsen
Guest
Bob Pozen
Guest
John Kerschner
Guest
Michael Contopoulos
Guest
Jared Dillian
Guest
Cameron Dawson
Guest
Dave Nadig
Guest
Dan Niles
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Ben Hunt
Guest
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Frequently asked questions
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- What is Excess Returns?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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