Best Matt Zeigler Podcasts (2025)

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Portfolio Pow Wow with Matt Zeigler 54:28

24d ago54:28

54:28

In this podcast, Tony Greer and Jared Dillian are joined by Matthew Zeigler of Sunpoint Investments for a high-energy mix of markets, music, and macro. They unpack Trump’s latest stimulus and crypto comments, the 50-year mortgage debate, gold and Bitcoin’s rally, and what’s next for small caps, AI, and global markets heading into 2026. Early Birds …

1
The Thunderclap That Ends the Cycle | Jim Grant on the Risk No One Sees 1:00:35

15h ago1:00:35

1:00:35

James Grant, legendary founder of Grant’s Interest Rate Observer, joins us for a wide-ranging conversation on cycles, interest rates, inflation, credit, the Federal Reserve, private markets, gold, and the future of investing. Grant brings five decades of historical perspective to today’s market extremes, explaining why this era of ultra-low interes…

1
Silver Breakout, Bitcoin Volatility & Burry’s Bad Call 23:46

19h ago23:46

23:46

In this podcast, Tony Greer and Jared Dillian break down the Kevin Hassett Fed pivot, the sharp reversal in bond yields, and the surge in silver as metals regain leadership. They get into the latest moves in Bitcoin, strength in energy and industrials, and why the current sector rotation is catching too many traders offside. They also unravel Jared…

1
Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT | S07 E43 59:44

23h ago59:44

59:44

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠⁠⁠⁠) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at…

1
The Fed Is Fighting the Wrong War | Jim Paulsen on Why 3% Inflation Isn't the Problem 1:02:49

3d ago1:02:49

1:02:49

In this episode, we’re joined again by Jim Paulsen to break down the key themes shaping markets and the economy heading into 2026. Jim explains why policymakers may be fighting the wrong battle, why real sustainable growth has quietly collapsed over the past 20 years, and how shifts in policy, demographics, productivity, inflation, and investor psy…

1
Founder Story: From Apartheid To Agency. Erica Mackay’s Path To Purpose & Founding The Marketing Detective Agency. Marketing So Good Even a Giraffe Would Swipe Right! 35:27

4d ago35:27

35:27

Send us a text Hungry buyers don’t need convincing; they need finding. That’s the heart of our conversation with strategist and storyteller Erica Mackay from the Marketing Detective Agency, where “Giraffes Don’t Eat Steak” isn’t just a catchy title—it’s a sharp reminder that not every audience is your audience. We swap spray-and-pray tactics for re…

1
The One Lesson | 50+ Great Investors Share the One Thing They Would Teach You 1:19:37

5d ago1:19:37

1:19:37

In this special episode of Excess Returns, we share the most important investing lessons from more than 50 of our top guests. After asking more than 200 investors, strategists, academics, and market thinkers the same closing question about the one lesson they would teach the average investor, we compiled the most powerful, timeless, and repeatable …

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Bridging the Gulf

5d ago

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A sermon by John Zeigler entitled “Bridging the Gulf” from John 1:1, 14-18By Weisbach Community Church

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World War AI | Ben Hunt on the Economic Consequences of the AI Boom 1:03:26

7d ago1:03:26

1:03:26

In this episode of Excess Returns, Matt sits down with Ben Hunt to break down his new Epsilon Theory essay, World War AI. They explore how the US government, markets, and Big Tech are rapidly shifting the AI narrative from productivity and progress toward a national security arms race with massive implications for energy, capital, jobs, inflation, …

1
Tim Melvin on Community Banks and Small Caps in Europe, Hong Kong and Japan | S07 E42 1:01:51

8d ago1:01:51

1:01:51

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠⁠⁠) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at htt…

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The Real Estate Bust Was the Plan | Louis-Vincent Gave on China's Brute Force Growth Strategy 1:04:15

9d ago1:04:15

1:04:15

In this episode of Excess Returns, we sit down with Louis-Vincent Gave of Gavekal Research for one of the most wide-ranging and eye-opening conversations we have ever hosted. Louis breaks down how China transformed its economy over the last seven years, why Western observers consistently misunderstand the country’s growth model, and what this means…

1
Turkey Markets and Thanksgiving Gratitude 27:41

10d ago27:41

27:41

In this podcast, Tony Greer and Jared Dillian break down the Thanksgiving-week market bounce, with the S&P and Nasdaq snapping back from drawdowns, miners leading, semiconductors stabilizing, Bitcoin rebounding off the $ 82,000 buy zone, and gold and silver pressing toward breakout levels. EARLY BIRD pricing ends Dec 01, 2025. - ⁠⁠https://tgmacro.c…

1
Founder Story: Mary Van Eker from Be By Your Side Coaching on the launch of her new 'The Me I Forgot' signature Coaching Programme, helping Women to Rediscover Themselves to Reclaim Joy & Purpose 1:00:04

11d ago1:00:04

1:00:04

Send us a text A quiet letter. A packed car on the way back from university. A house that suddenly feels bigger than your life. These moments whisper the same question: who are you now? Coach and founder Mary Van Eker joins us to share the story behind her new signature 'The Me I Forgot' Programme, a 4 week programme designed for women 45+ who want…

1
Missionary Service: Matt & Brooke Smith

12d ago

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Missionary service with Matt and Brooke SmithBy Weisbach Community Church

1
The Pattern Is Staggering | Mary Ann Bartels on Why This Bull Market Is Just Getting Started 55:19

12d ago55:19

55:19

In this episode, we sit down with Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels to break down her new 2026 outlook. We cover her long-term S&P 500 forecast, why she believes we are still early in a secular bull market, how technological innovation is fueling productivity and profitability, the risks she’s watching in 2026, and the c…

1
Lost and Renewed

12d ago

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A sermon by John Zeigler entitled “Lost and Renewed” from Genesis 3:8 & 23By Weisbach Community Church

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The Risk Isn't Where You Think | Carl Kaufman on AI Capex, Private Credit and the Hidden Bond Play 55:41

14d ago55:41

55:41

In this episode of Excess Returns, we talk with Carl Kaufman, Co-President and Co-CIO of Osterweis Capital Management, about navigating today’s fixed income landscape. Carl breaks down the major segments of the bond market, explains how credit and interest rate cycles interact, discusses private credit risks, and shares how he builds durable, low-v…

1
A Bulletproof Metals Fund 46:15

15d ago46:15

46:15

In this podcast, Tony and Jared sit down with Bob Coleman, founder of Idaho Armored Vaults and Profits Plus Capital Management, to break down the silver squeeze, physical silver shortages, ETF risks, and the global silver deficit, plus Nvidia earnings, Bitcoin volatility, key S&P 500 support levels, and why silver’s chart has traders targeting $200…

1
Jonathan Boyar on opportunistic value in $UBER, $UNF, $HHH, $MSGS, $BATRA and $MRK | S07 E41 1:00:04

15d ago1:00:04

1:00:04

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠⁠) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https:/…

1
The Bubble You Can't Short | Rob Arnott on What You Can Do Instead 1:00:26

16d ago1:00:26

1:00:26

Follow Us on Substack: https://excessreturnspod.substack.com/ In this episode, we sit down with Rob Arnott for a wide-ranging discussion on bubbles, valuations, AI spending, market history, index construction, and long-term return expectations. Rob explains how to think about bubbles in real time, why today’s market echoes the late 1990s, and what …

1
The Bull Market Where Everyone Feels Broke | Behind the Rise of Financial Nihilism 53:59

17d ago53:59

53:59

Follow Click Beta: Spotify https://open.spotify.com/show/0u1fxie4C4vHXIJPUMhvUs Apple Podcasts https://podcasts.apple.com/ky/podcast/click-beta/id1793929457 YouTube: https://www.youtube.com/excessreturns

1
Inside The Clearing: Chris Grimes on Story, Loss & Laughter and a reminder (inspired by the Helsinki Bus Garage allegory) to "Stay on the Fucking Bus!" 1:11:14

18d ago1:11:14

1:11:14

Send us a text A host hands over his own mic, steps into the straw-lit ring, and lets his story breathe. Chris Grimes invites us into “the clearing,” a warm, curated space where presence comes first and stories find their shape. From a Uganda childhood and the hum of a TV showing Laurel & Hardy to the ache of losing a sister and the discipline of a…

1
He Only Untied the Horse

19d ago

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A sermon by John Zeigler entitled “He Only Untied the Horse” from 1 Peter 5:8, Heb. 2:1 and other ScripturesBy Weisbach Community Church

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A God for Today

19d ago

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A sermon by John Zeigler entitled “A God for Today” from Psalm 46:1By Weisbach Community Church

1
The Two Tailed Market Risk | Brent Kochuba on What the Options Market Tells Us About What Comes Next 1:09:37

19d ago1:09:37

1:09:37

Subscribe on Spotify https://open.spotify.com/show/4KR2YVJqk2lnVETMKDavJf Subscribe on Apple Podcasts https://podcasts.apple.com/us/podcast/the-opex-effect/id1711880009 Subscribe on YouTube https://www.youtube.com/channel/UCPYvx_y92dvI1PSdiho0ALw

1
$1 Trillion AI Bet. $10 Billion in Profits | Bob Elliott on the AI Income That Isn't Coming 1:00:14

21d ago1:00:14

1:00:14

Follow us on Substack https://excessreturnspod.substack.com In this episode, we sit down with Bob Elliott for a wide-ranging conversation about the late-cycle economic backdrop, the Fed’s dilemma, AI’s real economic impact, the cracks forming beneath the surface of private credit and private markets, and the growth of hedge-fund-style strategies in…

1
Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40 1:01:17

22d ago1:01:17

1:01:17

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acq…

1
The Hidden Fingerprints of 100 Baggers | Chris Mayer and Robert Hagstrom on Finding the Perfect Business 1:03:00

22d ago1:03:00

1:03:00

Subscribe on Spotify ⁠https://open.spotify.com/show/5IsVVM27KWP6SUW6KN2ife⁠ Subscribe on Apple Podcasts ⁠https://podcasts.apple.com/us/podcast/the-100-year-thinkers-long-term-compounding-in-a-short-term-world/id1845466003⁠ Subscribe on YouTube ⁠https://youtube.com/@excessreturns In this episode of The 100 Year Thinkers, Chris Mayer, Robert Hagstrom…

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He Invented the 4% Rule | Bill Bengen on Why He Now Thinks 5% Works 41:08

23d ago41:08

41:08

Follow us on Substack https://excessreturnspod.substack.com Bill Bengen, the creator of the 4% rule, joins us to revisit one of the most important ideas in financial planning and retirement research. In this conversation, he explains the origins of the 4% rule, how his thinking has evolved over 30 years, and why he now believes retirees can safely …

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Warning Concerning Cliches (Part 2)

26d ago

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A sermon by John Zeigler entitled “Warning Concerning Cliches (Part 2)”By Weisbach Community Church

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The Divine Blueprint – Understanding Biblical Marriage

26d ago

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A sermon by John Zeigler entitled “The Divine Blueprint – Understanding Biblical Marriage” from Genesis 2:18-25, Ephesians 5:25, and Matthew 19:4-6By Weisbach Community Church

1
The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin 47:29

26d ago47:29

47:29

Follow us on Substack https://excessreturnspod.substack.com In this episode, we kick off our book project, The Most Important Investing Lesson: What the World’s Best Investors Would Teach You, with a deep dive into the ideas of Michael Mauboussin. We explore his most enduring lessons—concepts that have reshaped how we think about investing, decisio…

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The Most Underutilized Concept in Investing | Four Lessons from Michael Mauboussin 46:52

27d ago46:52

46:52

In this episode, we kick off our book project, "The Most Important Investing Lesson: What the World’s Best Investors Would Teach You", with a deep dive into the ideas of Michael Mauboussin. We explore his most enduring lessons—concepts that have reshaped how we think about investing, decision making, and life. From base rates to expectations invest…

1
The Bull Market You Don’t Want to Believe | Rupert Mitchell on China vs. the Mag Seven 54:55

28d ago54:55

54:55

Rupert Mitchell of Blind Squirrel Macro joins Matt Zeigler to talk global markets, China’s resurgence, the AI CapEx boom, and where investors can still find value in a concentrated, overvalued U.S. market. Rupert shares insights from his recent trip to China, his evolving macro framework, and how he’s positioning across equities, credit, and real a…

1
Victory Laps and The Deleveraging Dilemma 27:11

28d ago27:11

27:11

In this podcast, Tony Greer and Jared Dillian break down major market moves, gold’s pullback, uranium’s drop, oil and solar rallies, and the dollar testing key resistance. They dive into tariffs, commodities, and New York City politics, including Mayor Mamdani’s latest headlines, shaking up investors and traders alike. TG Macro Conference, taking p…

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Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39 1:02:10

29d ago1:02:10

1:02:10

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquire…

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The Most Extreme Speculation in 40 Years | Richard Bernstein on What It Means for Markets 59:22

30d ago59:22

59:22

Follow us on Substack https://excessreturnspod.substack.com In this episode, we are joined by Richard Bernstein, CIO and CEO of Richard Bernstein Advisors. We discuss why this is one of the most speculative market environments he has seen in his 40-year career, why he still believes it may also be one of the best eras for patient long-term investor…

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99.9% Focus on the Wrong Question | Victor Haghani on Why Static Allocation Fails 1:05:37

1M ago1:05:37

1:05:37

In this episode, we sit down with Victor Haghani, founder of Elm Wealth and one of the original partners at LTCM, to explore his journey from running complex hedge fund strategies to adopting a simplified, evidence-based investment approach. We discuss how investors should think about expected returns, portfolio construction, dynamic asset allocati…

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Warning Concerning Cliches

1M ago

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A sermon by John Zeigler entitled “Warning Concerning Cliches”By Weisbach Community Church

1
The Case for Permanently Higher Market Valuations | Jim Paulsen 1:08:52

1M ago1:08:52

1:08:52

Subscribe on Apple Podcsasts ⁠https://podcasts.apple.com/us/podcast/the-jim-paulsen-show/id1828054999⁠ Subscribe on Spotify ⁠https://open.spotify.com/show/3QaBDVGuBZ3cZfFZ4mqPFc⁠ Subscribe on YouTube ⁠https://www.youtube.com/excessreturns

1
A Prepared Place

1M ago

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A sermon by John Zeigler entitled “A Prepared Place” from John 14:1-7By Weisbach Community Church

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The Liquidity Trap Door | Cem Karsan on Why We Are Likely in a Bubble, It Could Get Bigger, And What Pops It 1:04:48

1M ago1:04:48

1:04:48

Follow us on Substack https://excessreturnspod.substack.com In this episode, Cem Karsan returns to Excess Returns to break down the market through the lens of liquidity, reflexivity, and options-driven market structure. We cover why he believes we are in a bubble but still early in its trajectory, the mechanics behind today’s volatility dynamics, t…

1
Metals Retreat, Sports Talk and A Big Announcement 29:17

1M ago29:17

29:17

In this podcast, Tony Greer and Jared Dillian break down the unstoppable bull run, S&P near 7,000, gold hovering around $4,000, and Nvidia rocketing past $5 trillion. Tony announces the 1st TG Macro Conference, taking place on February 19–20, 2026, at the Virgin Hotel in Nashville. Grab Early Tickets - ⁠https://tgmacro.com/conference/⁠ Tune in next…

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Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG| S07 E38 1:00:07

1M ago1:00:07

1:00:07

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠ (⁠⁠⁠⁠Kindle⁠⁠⁠⁠) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquirersmu…

1
The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet 1:07:18

1M ago1:07:18

1:07:18

Kai Wu of Sparkline Capital joins Excess Returns to discuss his paper Surviving the AI CapEx Boom. In this episode, Kai breaks down the unprecedented level of investment in AI infrastructure, why today’s AI buildout mirrors past technology booms, and what it all means for investors. He explores the parallels between AI and historic bubbles, the imp…

1
Words That Move: David L. Deutsch aka "The Billion Dollar Copywriter", on the Art of a Lifetime of Persuasion 59:38

1M ago59:38

59:38

Send us a text What if your copy worked because you thought better, not because you wrote harder? That’s the challenge David L. Deutsch lays down as we dive into the craft of response-driven writing—from Ogilvy roots to billion-dollar wins—and the mental models that make persuasion stick in the real world. We go beyond formulas and catchy lines to …

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The Inflation Risk Investors Miss | Nancy Davis 39:22

1M ago39:22

39:22

In this episode of Excess Returns, we speak with Nancy Davis, founder and CIO of Quadratic Capital Management and the mind behind the innovative fixed income ETFs IVOL and BNDD. Nancy shares her insights on how investors are unknowingly short volatility in their portfolios, the role of options and convexity in fixed income, and how her ETFs seek to…

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The 40 CAPE Conundrum | Meb Faber on What High Valuations Mean for Markets 1:00:47

1M ago1:00:47

1:00:47

In this episode of Excess Returns, Meb Faber joins the show to discuss valuations, diversification, trend following, value investing, and the evolution of markets and investor behavior over the past two decades. Meb shares insights from his upcoming book, lessons from 400 years of market history, and how investors can position themselves for the ne…

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Everyone Feared Recession. His Data Said Otherwise | US Bank CIO Eric Freedman on What It Says Now 59:15

1M ago59:15

59:15

Eric Freedman, Chief Investment Officer at US Bank Wealth, joins Excess Returns to discuss markets, the economy and his investment process. Freedman shares his “control the controllables” investment framework, why he’s maintained a glass-half-full view on the U.S. economy, and how data—not emotion—drives portfolio decisions. The conversation covers…