Podcast Episodes
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The Fourth Turning Is Now | Neil Howe on the Coming Financial Reset and Who Rebuilds What’s Broken
What does it mean to come of age during chaos—and how does that shape the generations who must lead us through it? In this thought-provoking episode …
1 year ago
What Investors Get Wrong About Trade Wars | Kai Wu
Season 1 Episode 318
In this episode of Excess Returns, Kai Wu of Sparkline Capital returns to break down his latest research piece, Investing Amid Trade Wars. Using over…
1 year ago
The Retail Rally Trap | Kris Sidial on Market Fragility and the Risks of Buy the Dip
Season 1 Episode 317
In this episode, Kris Sidial joins Jack Forehand and Brent Kochuba to break down the mechanics of tail risk hedging, why most volatility strategies f…
1 year, 1 month ago
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 w…
1 year, 1 month 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 inv…
1 year, 1 month 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 c…
1 year, 1 month 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 q…
1 year, 1 month 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 workin…
1 year, 1 month 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…
1 year, 1 month 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 polic…
1 year, 1 month ago