
Excess Returns Podcast
@excessreturnpod
Investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau).
YouTube: youtube.com/excessreturns
ID: 1610361198377148416
http://anchor.fm/excess-returns 03-01-2023 19:43:53
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870 Followers
132 Following

“Countries that spent more… grew slower.” Rob Arnott joins Jack Forehand & Justin J. Carbonneau on Excess Returns Podcast to challenge the idea that stimulus = growth. Watch here: youtube.com/watch?v=jWe-Aj… #FiscalPolicy #GovernmentSpending #EconomicGrowth #MarketOutlook #InvestingInsights

I chopped it up with Eric Balchunas on the wild west of ETF product launches over at Excess Returns Podcast. My favorite quote: "You don't want Quentin Tarantino to not make movies just because 10-year-olds exist. You just rate them." (Link in comments)

Capital Flows Pretty comprehensive explanation imho youtu.be/kV0G8oy2jiU?si… Excess Returns Podcast

Great interview with Robert Hagstrom. Throws down the hammer. H/T Matt Zeigler Excess Returns Podcast "Value investors are supposed to find mispricings. The biggest mispricing over the past ten years was technology stocks." youtu.be/j0JeAj-JRTs?si…

Real Estate's full of clues for what's going in every part of the economy and capital markets. We had Daryl Fairweather, PhD | Chief Economist (Chief Economist Redfin) on Excess Returns Podcast to connect all sorts of dots, including the psychology behind this wild statistic: youtu.be/Q1dJ2SL6RUw?si…

New Episode: Investors love high yields. But they often aren't sustainable. We talk to Ryan Krueger about why the bigger opportunity might be in companies that grow their dividends over time. youtu.be/5qU8XlnC7Dg

Trend-following isn't a silver bullet, but it can be a s***-ton of lead bullets. Eric Crittenden of Standpoint is one of our favorite thinkers on TF implementation, so we got Jason C. Buck 🪳🏴☠️ to shine his cockroach-flashlight on all the BIG questions! youtu.be/ZdpZS0cUC4g?si…

Can Dave Nadig stay irrational longer than the markets can stay solvent? Can Jason C. Buck 🪳🏴☠️ handle my exuberance? Only way to find out... NEW CLICK BETA OUT NOW ON Excess Returns Podcast! youtu.be/x1kpQENYjfI?si…

It's another month, so it's time for another playlist from Click Beta on Excess Returns Podcast with Matt Zeigler and Jason C. Buck 🪳🏴☠️. See if you can suss out the vibe (links in comments)





The Fourth Turning explains everything, BUT... It predicts nothing. Dave Nadig and I unpack the best moments from Neil Howe on Excess Returns Podcast - OUT NOW! youtu.be/bRlVCtvCNeE?si…

Had a great time joining Jack Forehand and Justin J. Carbonneau on the Excess Returns Podcast. We discussed the Prometheus style of systematic macro , tariffs, portfolio construction and more. Something for everyone in this one. youtu.be/iYMhp7_5PTE?si…






Every time you get to talk to Liz Ann Sonders you take it. Because what she said to Justin J. Carbonneau and I about retail traders, the Fed, the BBB, the lag 7(!), and - so much more, all for our latest Excess Returns Podcast, you want to hear this. Out now: youtu.be/Lcq0Mux3oC8?si…