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Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap
Season 1 Episode 316
Are we heading toward a recession—or just stuck in macroeconomic purgatory? In this episode of Excess Returns, Dave Nadig and Matt Zeigler sit down with Cameron Dawson, CIO of NewEdge Wealth, to expl…
Published on 7 months, 3 weeks ago
The Market's Best-Kept Secret | Travis Prentice on Momentum's Surprising Edge
Season 1 Episode 315
In this episode of Excess Returns, Justin and Jack welcome Travis Prentice from Informed Momentum Company to discuss the ins and outs of momentum investing. Travis brings nearly three decades of mome…
Published on 7 months, 3 weeks ago
The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here
Season 1 Episode 314
Join hosts Matt Ziegler and Jack Forehand as they interview Jared Dillian (@DailyDirtNap on Twitter) for a fascinating discussion on current market conditions, macroeconomic trends, and controversial…
Published on 8 months ago
The One Lesson: 50 Great Investors Share the One Thing They Would Teach You
Season 1 Episode 313
When we started Excess Returns, we wanted to come up with one way to boil down the best advice from the experts we have interviewed into one simple question. That led us to create a standard closing …
Published on 8 months ago
Behind the Scenes of the Madoff Scandal with a Trader on the Inside | Andrew Cohen
Season 1 Episode 313
In this episode of Excess Returns, Matt Zeigler sits down with Andrew Cohen, who shares his extraordinary journey from Goldman Sachs trader to working directly with Bernie Madoff and ultimately becom…
Published on 8 months, 1 week ago
The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing
Season 1 Episode 312
Join hosts Matt Zeigler and Justin Carbonneau as they sit down with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. In this insightful conversation, Rich shares his…
Published on 8 months, 2 weeks ago
The Secular Bull Market Isn't Dead: Jim Paulsen on Why Tariffs Won't Break It
Season 1 Episode 311
In this episode of Excess Returns, we are joined by Jim Paulsen of Paulsen Perspectives. We unpack the complexities of tariffs, Federal Reserve policies, and investor psychology amidst a turbulent ma…
Published on 8 months, 2 weeks ago
100 Baggers Leave Fingerprints | Chris Mayer Wrote the Book and Tells You How to Find Them
Season 1 Episode 309
In this episode of Excess Returns, Matt Zeigler is joined by special co-host Bogumil Baranowski to sit down with Chris Mayer. As the author of the acclaimed book 100 Baggers: Stocks That Return 100-t…
Published on 8 months, 2 weeks ago
The Fastest Market Selloff Since 2020: Rick Ferri on Tactics to Survive and Thrive
Season 1 Episode 308
In this episode, we are joined by Rick Ferri, a renowned advocate for low-cost, evidence-based investing. With the market in the midst of a significant selloff, it was a great time to get Rick’s prac…
Published on 8 months, 3 weeks ago
Heading to Recession Island | Will the Trump and Powell Puts Help Us Reverse Course? | Andy Constan
Season 1 Episode 307
In this episode, we dive into the current economic landscape and its implications for investors with Andy Constan, founder of Damped Spring Advisors. Andy shares his expert analysis on the U.S. econo…
Published on 9 months ago