Excess Returns · Chai Podcast

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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.

Episodes · 25

Chip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings?

Nov 2, 2026 · 51m

Tech is Selling Off. AI Debt Fears Are Rising. So Why Does a $4B Manager See a Reverse Bubble?

Oct 30, 2026 · 1h 2m

The S&P 500 Is Just 50 Stocks. The Nasdaq Is a 67% AI Bet. Kai Wu on What Else Is Hiding in Your Funds

Oct 29, 2026 · 1h 11m

Dr. Daniel Crosby on Behaviorally Optimal Portfolios, Risk Composure and the Casino Myth

Oct 27, 2026 · 50m

Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip?

Oct 24, 2026 · 1h 4m

He Asked 25 Finance Pros How They Invest Their Own Money: Brian Portnoy on What the Models Get Wrong

Oct 23, 2026 · 57m

Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI

Oct 21, 2026 · 1h 9m

The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?

Oct 18, 2026 · 1h 3m

We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out

Oct 17, 2026 · 1h 2m

Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal

Oct 16, 2026 · 1h 3m

AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?

Oct 14, 2026 · 1h 6m

The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses

Oct 11, 2026 · 1h 14m

Katie Stockton Still Sees a Bull Market. So Why Is Her ETF Only 50% in Stocks?

Oct 8, 2026 · 41m

Tom Maher on Small-Cap Investing, AI Infrastructure and Opportunities Beyond Big Tech

Oct 7, 2026 · 1h 5m

Ed Yardeni Still Sees S&P 10,000 by 2029. So Why Is He Getting More Cautious?

Oct 4, 2026 · 59m

The 10-Year Hit a 24-Year High. Nobody Is Buying Puts. Are You Watching the Wrong Market?

Oct 3, 2026 · 56m

They Beat All US Stock Funds Since 2003 | Michael Baron on the AI Winners Investors Miss

Oct 1, 2026 · 1h 2m

The Game Was Rigged in Their Favor. 28% Went Bust Anyway | Kris Abdelmessih on How to Size Bets

Sep 29, 2026 · 50m

We Asked the Data Journalist Who Rebuilt the Jobs Report What the Headline Number Hides

Sep 26, 2026 · 1h 13m

He Lost $157,000 in 3 Minutes | Jack Raines on the Lesson Winning Never Taught Him

Sep 23, 2026 · 59m

The AI Gap Is Closing | Jason Hsu on China, Momentum Crashes and the S&P’s Seven-Stock Bet

Sep 20, 2026 · 55m

David Rosenberg on Why He Wants the Bonds Everyone Hates — and Where He's Hiding in Stocks

Sep 18, 2026 · 1h 1m

Franklin Templeton CEO Jenny Johnson on AI, Private Markets, and the Hidden Risks in Index Funds

Sep 16, 2026 · 55m

Jim Paulsen on the Weakening Economy, Tech Bear Market Risk and the Bull Market Built on Fear

Sep 14, 2026 · 1h 1m

We Asked Fidelity's Ex-President What Made Peter Lynch Great — and Where Private Credit Risk Hides

Sep 12, 2026 · 1h 0m