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Excess Returns

Excess Returns

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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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The Acquirers Podcast

Tobias Carlisle

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This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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EVERY MONDAY A NEW EPISODE. I READ ALL MY EMAILS - contact form on my website - www.bogumilbaranowski.com. TELL ME YOUR STORY. I’m Bogumil Baranowski, an author, a TEDx speaker, an investor, and an investment advisor to families and individuals. Intimate conversations about money, wealth, and living a rich and fulfilling life. We talk about big ideas, big inspirations, big topics. We take on the hardest subject of all – money: how to make it, save it, keep it, but our conversations lead us t ...
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For beginners and experienced people alike, this podcast brings timeless financial knowledge and perspective to help people make better financial decisions. We also shine a light on real professionals in the financial and legal world. Get an inside look at how things work behind the scenes, and how you can get the most value when working with financial professionals. Hosted by Brian C. Beasley, CPWA® and Dan Alberth, MBA, CFP®. This content is for information and education only, and should n ...
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The Calling History Podcast is an unscripted, interview style phone conversation with the heroes, the villains, and the great thinkers of history. It’s an opportunity to ask them anything, in their time, while they are living it. How did Benjamin Franklin feel about leaving his comfortable life of fame and excess in London as a loyal British citizen to risk it all and return to America as a rebel? How did record setting Louise Thaden feel about racing and beating Amelia Earhart and yet her n ...
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Dune Not Enter

Dune Not Enter

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Hosts Humphrey Xu, Nolan Zeng, and Philmore Jeon explore the world of Dune by Frank Herbert. Join them as they read through the book and share their thoughts and opinions in detail, alongside goofy high-school commentary, pop culture references, and an excess of laughter! Contact us with questions/corrections/feedback at: Email: [email protected] Instagram: @dunenotenter Twitter: @dunenotenter Reddit: u/dunenotenter
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Story Pirates

Story Pirates

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The award-winning Story Pirates Podcast takes stories written by kids and turns them into sketch comedy and songs. Made up of talented comedians, songwriters, and frequent celebrity guests, the Story Pirates inspire kids to create, bringing laughter to kids and grownups of all ages with hilarious sketches, catchy original songs from all genres, and interviews with the creative geniuses behind the stories… kids! Sales and Distribution by Lemonada Media https://lemonadamedia.com/
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The Adam and Dr. Drew Show

PodcastOne / Carolla Digital

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Adam Carolla & Dr. Drew Pinsky reunite the partnership that made Loveline a wild success and cultural touchstone. In each episode Adam and Drew take uncensored, nothing-off-limits, calls about sex, drug, medical and relationship issues. Dr. Drew brings the medicine while Adam's comedy and rants are the spoonful of sugar to make it go down.
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Nhan Nguyen worked his last day ever for his employer on December 10th, 2003. He was aged 23 years, 5 months and 27 days. In the prior 6 months he'd purchased ~$2,000,000 worth Of Property using None Of His Own Money. Since then he has done multiple projects successfully, making millions in profits in the process. It hasn't been smooth sailing though, but a journey of learning lessons, challenges, points of self-doubt, breakdowns and breakthroughs. In This podcast Nhan shares his insights in ...
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Jin Ong is medical intuitive, pattern hunter, theme breaker and messenger of truth. Trained professionally as an osteopath, psychosomatic therapist, western medical acupuncturist and herbalist. She has worked with thousands of clients. She started two bricks and mortar clinics she later went on to sell to move into the online space as a coach + mentor. She is the creator of the Release Process ® and host of The Art Of Listening To Your Body Podcast. Jin works with complex physical and emotio ...
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#TalkDaredevil is a podcast about all things Daredevil in the greater Marvel universe, brought to you by the women behind #SaveDaredevil. On November 29, 2018, just as planning on Season 4 was about to get underway, Daredevil was abruptly cancelled by Netflix, and Marvel fans everywhere wondered if they’d ever see the Man Without Fear on-screen again. Since that cancellation, the #SaveDaredevil campaign worked to keep hope and momentum for Daredevil’s return alive. In the wake of Daredevil’s ...
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Just another Twin Peaks: the Return rewatch podcast. We talk about theories we had when we first watched it and how deeply wrong they were, and a ton of other unrelated stuff. We like to think we're hilarious. Support this podcast: https://podcasters.spotify.com/pod/show/is-it-future-or-is-it-podcast/support
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MuggleCast is your weekly ride into the world of Harry Potter, including the books and upcoming TV show! Our Harry Potter podcast, hosted by four life-long friends, brings its listeners entertaining and thought-provoking discussions about the Wizarding World. With each new episode we discuss everything Harry Potter: the latest news, the Potter books, the upcoming MAX TV Show, Fantastic Beasts, the theme parks, the video games, the fandom, and more! We're currently hosting a Chapter by Chapte ...
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Clash of the Myrmidons

Tristan Darwin Kubik

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The South American rainforest is home to two titans. Leafcutter ants are sedentary farmers responsible for processing appreciable biomasses of tropical vegetation. They use their foraging material to cultivate obligate, fungal mutualists protected within their subterranean fortresses. Army ants are nomadic hunting machines that march in fanning swarms of thousands of individuals. They flush out and overwhelm kilograms of prey every day with their numbers, mandibles, and venomous stings. Whil ...
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Brent Kochuba takes a look behind the scenes at the options flows driving the market heading into the December options expiration and the end of 2025. 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 ⁠http…
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Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast. Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we’ve been wanting…
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A wonderful discussion on Ritavan's podcast. Reposted here with full credit to him. Check out his show -- Part Maven, Part Maverick. I open with a story of a very memorable chance encounter with the billionaire investor and founder, Ken Langone, in my early years in New York City. We talk about trust, money, compounding, and so much more. Tune in t…
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Dr. Drew kicks off the show by recapping his recent interview with Tish Hyman, sparking a wider conversation with Adam about transgender athletes and fairness in women’s sports. Adam then pivots to the growing graffiti problem in Malibu, pointing out how the tagging is exploding even as real construction lags. The guys close by revisiting classic b…
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Ed Yardeni returns to Excess Returns to break down the evolving market landscape, why he moved the Magnificent 7 to underweight, and how AI, productivity, interest rates, global markets, and sector leadership will shape the next stage of the Roaring 2020s. Ed explains why the economy has remained so resilient, what could finally trigger a true mark…
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It’s National Referee Day (again) and the Story Pirates are determined to show Smitty a good time. Featuring two new stories: “The Horrible Pizza,” a flashback-laden chronicle of the unlikely origins of a mythic pizza shop, written by Kiaan and Haley, two siblings from California, and “Demons,” a cautionary tale about what happens to many (most?) f…
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December 12, 2016 - Adam and Drew open the show talking about New Years Resolutions as the start of the new year is rapidly approaching. This quickly transitions into a discussion about people’s inability to take in information that they are given and modify their behavior accordingly. They then turn to the phones and speak to a caller about docume…
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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 episode…
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You're listening to the audiobook launch party replay for Healing Beyond the Diagnosis. WATCH HERE 🎧 Launch Specials (For a limited time only) When you purchase during the launch period, you’ll receive: ✨ Private access to the full audiobook ✨ Launch price: $11 USD ✨ Bonus Track — the new insights, patterns and cycles that landed only through recor…
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In this episode of Excess Returns, we sit down with Andrew Beer to break down managed futures, hedge fund replication, diversification, and what investors can realistically expect from these alternative strategies. Andrew explains why managed futures can act like a “cloudy crystal ball,” how trend strategies capture major macro shifts, why complexi…
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Adam and Dr. Drew open the show ripping into wall-to-wall coverage of Trump’s supposed medical issues and how the narrative is being framed. They get into why women, especially in politics, seem unable to separate feelings from facts, and pivot to the growing controversy around Somali immigrants in Minnesota. Adam then rants about how poorly Los An…
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Help MuggleCast grow! It's the holiday season and you can get 20% off your Patreon membership at Patreon.com/MuggleCast. Just use code HOLIDAY at checkout and receive a slew of great benefits instantly! And don't forget, Patreon memberships can be gifted! Get cozy this winter with a MuggleCast hoodie, Laura’s pants, or a long-sleeve tee! And if you…
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December 5, 2016 - Adam & Drew open the show recounting their experiences over the Thanksgiving Holidays including the musical stylings of one Jim Carolla. This leads into a larger conversation about Adam’s relationship with his father and his now defunct podcast that previously resided on Carolla Digital. They then turn to the phones and speak to …
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We are including this episode from our separate show Teach Me Like I'm Five in the Excess Returns feed. If you would like to continue receiving new episodes, subscribe using the links below. In the episode, we sit down with Business Breakdowns host Matt Reustle to discuss how he breaks down businesses and the common characteristics that the best bu…
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Ted Merz is a veteran media and product leader with 30+ years shaping financial journalism, rising from Bloomberg's 15th newsroom hire to Managing Editor for the Americas and leading product innovation with AI-driven analytics before co-founding Principles Media and Pricing Culture. Episode Sponsor: Fiscal AI is a modern data terminal that gives in…
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In this episode of Excess Returns, Graeme Forster of Orbis joins us to discuss two major research papers: Six Courageous Questions for 2026 and Sunrise on Venus. We explore how long-running global trends may be reversing, what that means for U.S. dominance, the future of international and emerging markets, the risks and opportunities created by AI …
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My appearance on Value CVille Podcast with Jeff Henriksen and Donnie Sattar. This episode explores the intersection of investing and philosophy, focusing on the role of AI in investment decision-making, the importance of understanding value beyond just financial metrics, and the emotional journey of investing. https://www.valuecville.com/podcast Fu…
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Holy Horcrux! WB is selling Harry Potter to Netflix! What does Netflix's acquisition of Warner Bros mean for the future of the Wizarding World franchise? How will it impact the new Harry Potter TV Show? What does it mean for potential spin-offs? Join Andrew and Micah as they react to the breaking news. Learn more about your ad choices. Visit megaph…
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Leland Vittert joins Adam and Dr. Drew to share the story behind his autism diagnosis, his father quitting his job to coach him through the world, and the practical tools that helped him navigate social situations. They dig into the culture of “victimhood,” compare it to addiction, and touch on similar parenting stories before cutting away to Burt …
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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…
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The crew discovers a world traveler (Matt Oberg) who believes it’s still the year 1999. Featuring two new stories: “Bob’s Impossible Pants”, a song about a cursed pair of pants with significant upside, written by Iris, a 9 year old from Massachusetts, and “The Weird Inventor”, a story about a creative builder who has trouble getting others to see h…
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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…
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September 13, 2017: Adam and Dr. Drew open the show discussing Drew’s son Douglas and how he is a well put together and confident person, especially given his age and both guys give different thoughts on how he got there and could’ve gotten there other ways as well. They also speak to a few callers including one who is trying to figure out how to t…
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Adam and Dr. Drew break down how Trump leans on stats while Biden dodges numbers, arguing we should tackle serious issues before political nonsense. Adam then rolls out more of his Burt Reynolds AI bits, this time pairing Burt with Whoopi Goldberg and LA councilmember Nithya Raman, before the guys pivot into a rant on catalytic converter theft and …
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Peta Milan is the founder and principal of Dubai-based Henmel Group, a regenerative investing pioneer, award-winning filmmaker, published author, and international speaker who’s building the world’s only family office exclusively focused on regenerative investment methodology. 3:00 - Peta shares her challenging childhood in a lower-middle-class fam…
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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…
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We're off for Thanksgiving, but here's a look at the fun you can experience in Bonus MuggleCast on our Patreon! To celebrate Back to Hogwarts month, the MuggleCasters are creating their own Hogwarts Houses from scratch! We share the name of each of our Houses, the sigil, how to get into the Common Room, what each of these new Houses stands for, and…
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August 31, 2017 - Adam and Drew open the show discussing how journalists are somewhat shirking their responsibilities when it comes to a fair and balanced reporting of the news given the vast broadcasting power they have been given. For instance, how much time was given to the news last week that Lena Dunham overheard some airline employees talking…
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In this episode, we speak with Ashley Privette, Founder and CEO of Twofold. Twofold develops novel, prescription-strength solutions for hyperhidrosis, making effective sweat care and specialist support accessible to those who need it. Tune in to hear us talk about: - Ashley's hyperhidrosis story and why it was difficult growing up as a child with e…
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Jim and Abigail Zimmerman are a father-daughter investment team at Lowell Capital Management, combining Jim’s two decades of disciplined value investing since founding the firm in 2003 with Abby’s research-focused approach to identifying small-cap companies with fortress balance sheets and strong free cash flow generation. The episode is sponsored …
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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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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, …
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Adam opens the show venting about how people constantly miss the mark when following instructions, especially his. He then shares the latest installments of his Burt Reynolds AI videos with Dr. Drew, who absolutely loves the bit and dives into why the experiment works so well. See Privacy Policy at https://art19.com/privacy and California Privacy N…
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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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August 15, 2017 - Adam and Drew open the show discussing how journalists are somewhat shirking their responsibilities when it comes to a fair and balanced reporting of the news given the vast broadcasting power they have been given. For instance, how much time was given to the news last week that Lena Dunham overheard some airline employees talking…
  continue reading
 
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…
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Adam and Dr. Drew reflect on getting older, from slower recovery after getting sick to what it means to feel truly accomplished by the end of your life. They dig into why managing expectations is so important, and how the “feminization” of men has left many guys without basic skills. They end by reacting to Adam’s latest and hilarious Home Depot vl…
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Help MuggleCast grow! It's the holiday season and you can get 20% off your Patreon membership at Patreon.com/MuggleCast. Just use code HOLIDAY at checkout and receive a slew of great benefits instantly! And don't forget, Patreon memberships can be gifted! Get cozy this winter with a MuggleCast hoodie, Laura’s pants, or a long-sleeve tee! And if you…
  continue reading
 
Just in time for your holiday travel, DJ Squirm-a-Lot has a brand new mixtape! This year, he’s flying the friendly skies for a Thanksgiving on the beach. Help us finish our season and get a personal video from DJ Squirm-a-Lot for a limited time only at storypirates.com/support Submit kids’ stories at storypirates.com/submit-a-story Check out Story …
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June 13, 2017 - Adam and Dr. Bruce open the show by going straight to the phones and talking to a variety of callers including one who is wondering why many people seem to have much more concern for animals than humans. They also talk to a listener who got screwed over by an unscrupulous contractor who was remodeling his kitchen. See Privacy Policy…
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Laurence Endersen is an investment professional with over 30 years of experience and author of three books, including The Compounder’s Element, who champions patient wealth building through understanding one’s natural investing temperament and staying disciplined within it. Episode Sponsor: Fiscal AI is a modern data terminal—use my link for a two-…
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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…
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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…
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Adam and Dr. Drew break down the idea of “the excess of expectations” and what it really means. Dr. Drew shares his thoughts on how women often express emotions differently, and the guys weigh in on the recent Megyn Kelly controversy surrounding her comments about Jeffrey Epstein. See Privacy Policy at https://art19.com/privacy and California Priva…
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Rachel and Nimene face their fears while playing haunted mini-golf. Featuring two new stories: “Clem and Gemp’s Camp”, a story about two outdoor enthusiasts who anger the camping gods, written by Parker, a 7 year old from Arizona, and “Super Banana Man”, about a negligent scientist who leaves his grow ray accessible to a plucky banana, written by a…
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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:/…
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June 6, 2017 - Adam and Drew open the show with a discussion about Hogan’s Heros and the untimely death of its star Bob Crane in a Scottsdale, AZ hotel room. They then turn to the phones and speak to a variety of callers including one who wants Drew’s thoughts on a drug he’s taking, a caller who is interested in Sonny’s disposition and much more. S…
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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 …
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Dr. Drew opens the show by showing Adam a viral clip of Tish Hyman, who was kicked out of Gold’s Gym after confronting a man using the women’s locker room—and delivering a mic-drop moment to a California state senator before walking out. Adam then shares some of his latest Gavin Newsom/Burt Reynolds mash-up creations. See Privacy Policy at https://…
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Guest Host: Dave Specht, senior fellow at the Drucker School of Management, two-time author, and creator of the Generational Wealth Masterclass with Jay Hughes, turns the tables to interview Bogumil using audience-submitted questions. Key Ideas: It’s Not About the Money - Despite the focus on investing and wealth management, Bogumil emphasizes that…
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