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The Fourth Turning Is Now | Neil Howe on the Coming Financial Reset and Who Rebuilds What’s Broken
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

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What Investors Get Wrong About Trade Wars | Kai Wu
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

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The Retail Rally Trap | Kris Sidial on Market Fragility and the Risks of Buy the Dip
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

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Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap
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

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The Market's Best-Kept Secret | Travis Prentice on Momentum's Surprising Edge
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

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The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here
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

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The One Lesson: 50 Great Investors Share the One Thing They Would Teach You
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

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Behind the Scenes of the Madoff Scandal with a Trader on the Inside | Andrew Cohen
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

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The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing
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

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The Secular Bull Market Isn't Dead: Jim Paulsen on Why Tariffs Won't Break It
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

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