TopPodcast.com
Menu
  • Home
  • Top Charts
  • Top Networks
  • Top Apps
  • Top Independents
  • Top Podfluencers
  • Top Picks
    • Top Business Podcasts
    • Top True Crime Podcasts
    • Top Finance Podcasts
    • Top Comedy Podcasts
    • Top Music Podcasts
    • Top Womens Podcasts
    • Top Kids Podcasts
    • Top Sports Podcasts
    • Top News Podcasts
    • Top Tech Podcasts
    • Top Crypto Podcasts
    • Top Entrepreneurial Podcasts
    • Top Fantasy Sports Podcasts
    • Top Political Podcasts
    • Top Science Podcasts
    • Top Self Help Podcasts
    • Top Sports Betting Podcasts
    • Top Stocks Podcasts
  • Podcast News
  • About Us
  • Podcast Advertising
  • Contact
Not in our directory?
Add Show Here
Podcast Equipment
Center

toppodcastlogoOur TOPPODCAST Picks

  • Comedy
  • Crypto
  • Sports
  • News
  • Politics
  • True Crime
  • Business
  • Finance

Follow Us

toppodcastlogoStay Connected

    View Top 200 Chart
    Back to Rankings Page
    Business

    Excess Returns

    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.

    Advertise
    • Apple Podcasts
    • Google Play
    • Spotify
    Latest Episodes:
    Option Dealer Flows, Inflation and Investing in a Changing World with Cem Karsan Jul 15, 2022
    Show notes

    In this episode we are joined by Kai Volatility founder Cem Karsan. Cem has led the way in educating investors about the importance of option dealer flows and the impact of hedging on the market. We discuss this issue in depth and look at how dealer positioning can have a much greater impact on markets than many believe We also look at what that impact means for long-term investors.

    In the second half of the conversation, we discuss Cem's unique macro framework and the major secular changes the economy and markets are seeing in the wake of the pandemic. He also provides one of the most insightful answers we have had to our standard closing question so make sure to stay tuned until the end.

    We hope you enjoy the discussion.

    ABOUT THE PODCAST

    Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

    SEE LATEST EPISODES

    https://www.validea.com/excess-returns-podcast

    FIND OUT MORE ABOUT VALIDEA

    https://www.validea.com

    FOLLOW OUR BLOG

    https://blog.validea.com

    FIND OUT MORE ABOUT VALIDEA CAPITAL

    https://www.valideacapital.com

    FOLLOW JACK

    Twitter: https://twitter.com/practicalquant

    LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

    FOLLOW JUSTIN

    Twitter: https://twitter.com/jjcarbonneau

    LinkedIn: https://www.linkedin.com/in/jcarbonneau

    Investing in a World of Low Expected Returns with AQR's Antti Ilmanen Jul 12, 2022
    Show notes

    Investors have enjoyed above average returns for decades now. But long-term evidence suggests that those lofty returns won't last forever. In this episode we take a deep dive into the topic of expected returns with AQR's Antti Ilmanen. Antti is the author of Expected Returns: An Investor's Guide to Harvesting Market Rewards, which many consider to be the seminal work on the topic and has recently released a new book Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least.

    We discuss the concept of expected returns and dig into the details of how they are calculated. We then use that framework to understand why future expected returns are likely lower than what investors have become accustomed to in recent decades. We also cover some additional sources of return that might offer investors an opportunity to boost returns in a low expected return world.

    We hope you enjoy the discussion.

    ANTTI'S NEW BOOK

    https://www.amazon.com/Investing-Amid-Low-Expected-Returns/dp/1119860199

    ABOUT THE PODCAST

    Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

    SEE LATEST EPISODES

    https://www.validea.com/excess-returns-podcast

    FIND OUT MORE ABOUT VALIDEA

    https://www.validea.com

    FOLLOW OUR BLOG

    https://blog.validea.com

    FIND OUT MORE ABOUT VALIDEA CAPITAL

    https://www.valideacapital.com

    FOLLOW JACK

    Twitter: https://twitter.com/practicalquant

    LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

    FOLLOW JUSTIN

    Twitter: https://twitter.com/jjcarbonneau

    LinkedIn: https://www.linkedin.com/in/jcarbonneau



    The Average Investor's Guide to the Current Bear Market Jul 01, 2022
    Show notes

    It would be an understatement to say there has been a lot going on in the market this year. Rising inflation has changed the game for economic policy makers and caused significant turmoil in the markets, especially in the growth space. In this episode, we try to put everything that is going on in the markets in context. We discuss the economic and Federal Reserve policies that got us to where we are today, what is happening right now, and the factors that will determine where we go from here. We also look at the valuation of the market and the spreads between value and growth and how they have changed in this bear market.

    We hope you enjoy the discussion.

    ABOUT THE PODCAST

    Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

    SEE LATEST EPISODES

    https://www.validea.com/excess-returns-podcast

    FIND OUT MORE ABOUT VALIDEA

    https://www.validea.com

    FOLLOW OUR BLOG

    https://blog.validea.com

    FIND OUT MORE ABOUT VALIDEA CAPITAL

    https://www.valideacapital.com

    FOLLOW JACK

    Twitter: https://twitter.com/practicalquant

    LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

    FOLLOW JUSTIN

    Twitter: https://twitter.com/jjcarbonneau

    LinkedIn: https://www.linkedin.com/in/jcarbonneau


    The Case for Long-Term Value Investing with Jim Cullen Jun 28, 2022
    Show notes

    Value investing has been under fire in the past decade. Although value has performed much better since the COVID market bottom, it went through an extended period prior to that where it struggled badly. And that led some to declare that value is dead. In this episode we put all of this in context with Jim Cullen, author of "The Case for Long-Term Value Investing: A guide to the data and strategies that drive stock market success".

    We discuss why value works over the long-term, whether the strategy's best days are behind it and the details of building value portfolios. We also talk about the benefits of discretionary and systematic approaches to value.

    We hope you enjoy the discussion.

    JIM'S BOOK

    https://www.amazon.com/Case-Long-Term-Value-Investing-strategies/dp/0857199471

    ABOUT THE PODCAST

    Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

    SEE LATEST EPISODES

    https://www.validea.com/excess-returns-podcast

    FIND OUT MORE ABOUT VALIDEA

    https://www.validea.com

    FOLLOW OUR BLOG

    https://blog.validea.com

    FIND OUT MORE ABOUT VALIDEA CAPITAL

    https://www.valideacapital.com

    FOLLOW JACK

    Twitter: https://twitter.com/practicalquant

    LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

    FOLLOW JUSTIN

    Twitter: https://twitter.com/jjcarbonneau

    LinkedIn: https://www.linkedin.com/in/jcarbonneau

    Six Experts Help Us Understand Momentum Investing Jun 21, 2022
    Show notes

    Momentum is one of the more challenging factors for investors. Although the long-term evidence that supports it is very strong, many investors have a difficult time understanding why something should be bought just because its price has gone up.

    We have been fortunate to have some of the most knowledgeable experts on momentum we know on our podcast and we wanted to bring all their expertise together to help all of us better understand momentum. In this episode we combine the insights of Sheridan Titman, Jack Vogel, Harin de Silva, Jason Hsu, Gary Antonacci and Wes Gray and look at why momentum works, how to measure it and the different ways it can be utilized.

    We hope you enjoy the discussion.

    ABOUT THE PODCAST

    Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

    SEE LATEST EPISODES

    https://www.validea.com/excess-returns-podcast

    FIND OUT MORE ABOUT VALIDEA

    https://www.validea.com

    FOLLOW OUR BLOG

    https://blog.validea.com

    FIND OUT MORE ABOUT VALIDEA CAPITAL

    https://www.valideacapital.com

    FOLLOW JACK

    Twitter: https://twitter.com/practicalquant

    LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

    FOLLOW JUSTIN

    Twitter: https://twitter.com/jjcarbonneau

    LinkedIn: https://www.linkedin.com/in/jcarbonneau

    Show Us Your Portfolio: Wes Gray Jun 14, 2022
    Show notes

    In this episode of Show Us Your Portfolio we speak with Alpha Architect founder Wes Gray. We discuss the three principles he uses to build his personal portfolio and take a detailed look the major assets within it. We also discuss his general views on portfolio management, his biggest investment mistakes and how he thinks about his long-term investing goals.

    We hope you enjoy the discussion.

    ABOUT THE PODCAST

    Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

    SEE LATEST EPISODES

    https://www.validea.com/excess-returns-podcast

    FIND OUT MORE ABOUT VALIDEA

    https://www.validea.com

    FOLLOW OUR BLOG

    https://blog.validea.com

    FIND OUT MORE ABOUT VALIDEA CAPITAL

    https://www.valideacapital.com

    FOLLOW JACK

    Twitter: https://twitter.com/practicalquant

    LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

    FOLLOW JUSTIN

    Twitter: https://twitter.com/jjcarbonneau

    LinkedIn: https://www.linkedin.com/in/jcarbonneau

    Everything Investors Need to Know About Risk Parity with Adam Butler Jun 07, 2022
    Show notes

    In this episode we take a deep dive into risk parity with Adam Butler of Resolve Asset Management. We discuss the foundational principles of the strategy and its advantages over standard stock and bond portfolios. We also dig into the details of how risk parity portfolios are constructed and address some of the major misconceptions about the strategy.

    We hope you enjoy the discussion.

    ABOUT THE PODCAST

    Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

    SEE LATEST EPISODES

    https://www.validea.com/excess-returns-podcast

    FIND OUT MORE ABOUT VALIDEA

    https://www.validea.com

    FOLLOW OUR BLOG

    https://blog.validea.com

    FIND OUT MORE ABOUT VALIDEA CAPITAL

    https://www.valideacapital.com

    FOLLOW JACK

    Twitter: https://twitter.com/practicalquant

    LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

    FOLLOW JUSTIN

    Twitter: https://twitter.com/jjcarbonneau

    LinkedIn: https://www.linkedin.com/in/jcarbonneau

    Systematic Global Macro Investing with GMO’s Martin Emery Jun 02, 2022
    Show notes

    This week we speak with Martin Emery from GMO's Systematic Global Macro team. We discuss the current macro environment and what it means for long-term investors. We cover the outlook for inflation, the future of the 60-40 portfolio and the benefits of alternatives in a low return environment. We also talk about some of the unique aspects of their systematic approach including how they look at currency investing and incorporating sentiment into a global macro process.

    We hope you enjoy the discussion.

    ABOUT THE PODCAST

    Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

    SEE LATEST EPISODES

    https://www.validea.com/excess-returns-podcast

    FIND OUT MORE ABOUT VALIDEA

    https://www.validea.com

    FOLLOW OUR BLOG

    https://blog.validea.com

    FIND OUT MORE ABOUT VALIDEA CAPITAL

    https://www.valideacapital.com

    FOLLOW JACK

    Twitter: https://twitter.com/practicalquant

    LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

    FOLLOW JUSTIN

    Twitter: https://twitter.com/jjcarbonneau

    LinkedIn: https://www.linkedin.com/in/jcarbonneau


    Four Ways Value Investors Can Use Momentum May 31, 2022
    Show notes

    Value investors in general tend to have an aversion to using momentum in their investment strategies. But the long-term evidence suggests they should rethink that. In this episode we look at some of the ways to use momentum to enhance a value portfolio.

    We hope you enjoy the discussion.

    ABOUT THE PODCAST

    Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

    SEE LATEST EPISODES

    https://www.validea.com/excess-returns-podcast

    FIND OUT MORE ABOUT VALIDEA

    https://www.validea.com

    FOLLOW OUR BLOG

    https://blog.validea.com

    FIND OUT MORE ABOUT VALIDEA CAPITAL

    https://www.valideacapital.com

    FOLLOW JACK

    Twitter: https://twitter.com/practicalquant

    LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

    FOLLOW JUSTIN

    Twitter: https://twitter.com/jjcarbonneau

    LinkedIn: https://www.linkedin.com/in/jcarbonneau


    What Investors Need to Know About the Impact of Options on the Stock Market with Brent Kochuba May 24, 2022
    Show notes

    Many investors think that options are just a vehicle that affects the portfolios of sophisticated investors. But their impact on the market goes well beyond that. In this episode, we talk to SpotGamma founder Brent Kochuba about the influence that options have on the stock market, and what that means for everyday investors. We discuss the role of options dealer hedging on flows within the market, why options expirations can often market major market turning points and what options tell us about market volatility.

    We hope you enjoy the discussion.

    MORE ABOUT SPOTGAMMA

    https://spotgamma.com

    ABOUT THE PODCAST

    Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

    SEE LATEST EPISODES

    https://www.validea.com/excess-returns-podcast

    FIND OUT MORE ABOUT VALIDEA

    https://www.validea.com

    FOLLOW OUR BLOG

    https://blog.validea.com

    FIND OUT MORE ABOUT VALIDEA CAPITAL

    https://www.valideacapital.com

    FOLLOW JACK

    Twitter: https://twitter.com/practicalquant

    LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

    FOLLOW JUSTIN

    Twitter: https://twitter.com/jjcarbonneau

    LinkedIn: https://www.linkedin.com/in/jcarbonneau

    Previous 1 42 43 44 45 46 60 Next

    Related Podcasts

    How I Built This with Guy Raz

    1

    How I Built This with Guy Raz Business
    Planet Money

    2

    Planet Money Business
    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters

    3

    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters Business
    BiggerPockets Real Estate Podcast

    4

    BiggerPockets Real Estate Podcast Business
    The Smart Passive Income Online Business and Blogging Podcast

    5

    The Smart Passive Income Online Business and Blogging Podcast Business
    A Thousand Natural Shocks With Gabe S. Dunn

    6

    A Thousand Natural Shocks With Gabe S. Dunn Business
    footer-logo

    Contact Us

    Toll Free: 844-670-7747

    Links

    • Home
    • Top Charts
    • Networks
    • Apps
    • Independents Podcasts
    • Podcast Advertising
    • Podcast News
    • Contact Us
    • About Us
    • Analytics & Insights

    Stay Connected

      Privacy, Terms of Use & Our Code of Ethics Protecting Content Creators Copyrights