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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Excess Returns Podcasts
The Quint’s editor-in-chief Raghav Bahl speaks on business, politics and policies.
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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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Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its eighteenth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term d ...
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Finally, a Podcast for all Retail Suppliers! Our goal is very practical: We will save you Time & Money. Boyd Evert will give you actionable expert advice so that you can make Wiser Decisions and get Fewer Deductions.
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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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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!
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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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Let’s share good ideas. 💡 The Centre for Independent Studies promotes free choice and individual liberty and the open exchange of ideas. CIS encourages debate among leading academics, politicians, media and the public. We aim to make sure good policy ideas are heard and seriously considered so that Australia can prosper.
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Mike Stubbs pushes beyond the headlines, providing a mix of informed opinion and entertainment you won’t find anywhere else. Mike explores stories and topics important to Londoners from any and all angles.
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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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Citizen of US & Israel. Value love, logic, truth, music, humor & science. mslipkin.substack.com
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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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Cops, dispatchers, firefighters, paramedics and truth-seeking civilians this show is for YOU. It’s TRUE true crime and current events by current and former first responders. Mondays: UNCUFFED - where comedy meets crime news. J Derrell White and Eric Tansey are two ex-cops turned comedians and they deliver the funny truth. Wednesdays: LAST CALL - Eric Tansey and Josh of Dead Leg Media team up to give you their spin on today’s current events. Thursdays: ILLEGAL SHIFT- Chief Kiefer is a firefig ...
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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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The Horse's Advocate Podcast is about helping horse owners find the missing horse owner's manual for owning and caring for horses. Geoff Tucker, DVM (aka, "Doc T"), brings you wisdom from over 50 years with horses. But beware - some of this stuff is NOT what you might expect. When the "box to think outside of" was built, he was never included and remained outside! This show aims to Help Horses Thrive In A Human World™.
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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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Excess Returns Pod: Tobias Carlisle on Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking
1:05:10
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1:05:10I had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler. We sat down with the one and only Tobias Carlisle — investor, author, podcast host, and all-around fascinating mind whose writing and ideas have influenced my thinking at various times. He discusses his new book, which made me see Buffett’s investment approach in …
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Fiscal Dominance, Liquidity and the New Market Math | Remi Tetot
1:05:40
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1:05:40In this episode of Excess Returns, Matt Zeigler talks with macro strategist and author Remi Tetot, known as “The Mad King.” They explore how liquidity, policy, and narratives have reshaped markets over the last decade, why fundamentals have lost their grip, and how investors can adapt to a fractured global cycle. The conversation spans macro themes…
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Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35
1:01:00
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1:01:00Value: 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://acquirersmultiple.com/p…
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699. Weak Cops Are Dangerous To Everyone: Real Cop Reacts To Excessive Force
1:20:57
1:20:57
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1:20:57Best-selling author and former cop Eric Tansey takes viewers inside newly released bodycam footage from Charlotte County, Florida — where Deputy Timothy Poole shot and killed unarmed Deep Creek resident Daniel Scott Burch. Tansey’s law enforcement experience brings clarity to the split-second decisions and emotional chaos that ended in tragedy. In …
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The State of the AI Investment Boom With Tech Fund Manager Michael Lippert
25:43
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25:43The AI investment boom is dominating the market. Baron Opportunity Fund’s high-performing manager, Michael Lippert, assesses what’s real, what’s not, and which companies stand to benefit the most. WEALTHTRACK episode 2218, broadcast on 10-24-2025
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Deputy Mayor Shawn Lewis on infill, parks and investment in London
21:02
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21:02Deputy Mayor Shawn Lewis on infill, parks and investment in London.By CFPL / Curiouscast
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London's Dr. Robert Hegele inducted into the Canadian Medical Hall of Fame
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20:57London's Dr. Robert Hegele inducted into the Canadian Medical Hall of Fame.By CFPL / Curiouscast
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Moshe Lander talks debt, deficit, auto jobs and betting scandals
26:33
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26:33Concordia lecturer and economist Moshe Lander joins Mike Stubbs in the 980 CFPL studios to talk debt, deficit, auto jobs and betting scandals.By CFPL / Curiouscast
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The Story Pirates Podcast is back for season 8 starting November 6th! New stories, new songs and new adventures with the Story Pirates crew. Tune in next week for our season 8 trailer!By Story Pirates
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Between MAGA and the Left: Is a New Center Emerging in the U.S.?
11:09
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11:09In an America split between red rage and blue outrage, could the center be making a comeback?Raghav Bahl’s sharp political chronicle, “Is Centrist Thought Re-Emerging in Intensely Polarized America?”, travels through Donald Trump’s America — DTA, the self-proclaimed “Divine Democracy.”Through the shocking assassination of Charlie Kirk, his widow Er…
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Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36
1:00:53
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1:00:53Value: 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://acquirersmultip…
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The 4% That Drive All Returns | Larry Swedroe on What You're Getting Wrong About the S&P 500
1:05:04
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1:05:04In this episode of Excess Returns, Larry Swedroe returns to discuss the biggest risks and opportunities facing investors today. From tariffs and immigration to AI and private credit, Larry shares evidence-based insights on how to think about markets without relying on forecasts. He explains why diversification is essential, how investors can “sin a…
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Dealing with Tariffs Uncertainty? What's your Action Plan?
24:01
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24:01Send us a text Kevin Stewart from Crowe joins Boyd & Al as they delve into the challenges faced by accounting teams amidst tariff uncertainties. Discover insights on risk management, financial reporting, and strategic planning to safeguard your business. #Tariffs, #Accounting, #RiskManagement, #FinancialReporting, #StrategicPlanning Takeaways: Stic…
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Tech expert Carmi Levy weighs in on the aftermath of the Amazon Web issues
11:45
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11:45By CFPL / Curiouscast
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Brayden Ewasko of Locked On Blue Jays talks about advancing to the World Series and what that means for the future of the Blue Jays
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11:02Brayden Ewasko of Locked On Blue Jays talks about advancing to the World Series and what that means for the future of the Blue Jays.By CFPL / Curiouscast
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The President and CEo of the Canadian Vehicle Manufacturers Association talks about where the auto industry sits right now in Canada
10:44
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10:44Brian Kingston, the President and CEo of the Canadian Vehicle Manufacturers Association talks about where the auto industry sits right now in CanadaBy CFPL / Curiouscast
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CAMI shutdown: Unifor Local 88 President Mike Van Boekel responds
10:48
10:48
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10:48The CAMI plant in Ingersoll has been shut down after General Motors announced it would no longer produce the Bright Drop electric vehicle at that location. Unifor Local 88 President Mike Van Boekel spoke with 980 CFPL's Mike Stubbs about the move.By CFPL / Curiouscast
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The Regime Change No One Sees | Adam Parker on Why Valuations Are Lying to You
58:48
58:48
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58:48Adam Parker, founder and CEO of Trivariate and Trivector Research, joins Excess Returns to discuss how fundamental, quantitative, and macro perspectives intersect to shape markets today. Parker shares his long-term bullish case for U.S. equities, why traditional valuation signals no longer work, the biggest risks he sees for investors, and how AI, …
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LSTAR survey on how people in London and St. Thomas feel about their current quality of life
10:54
10:54
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10:54Dale Marsh, the chair of LSTAR talks with Mike Stubbs about a survey on how people in London and St. Thomas feel about their current quality of life.By CFPL / Curiouscast
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In this week's 52 Questions Kyleigh tackles relationships and the biggest of big questions in that realm: How do you find a partner?By CFPL / Curiouscast
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Updating open-air drug use initiatives in London
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10:52London Deputy Police Chief Scott Guilford provides an update on open-air drug use initiatives in London.By CFPL / Curiouscast
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Ritavan: The Asymmetric Advantage: Building Unfair Competitive Moats Through Purposeful Data Leverage
1:14:06
1:14:06
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1:14:06Find me on Substack: https://bogumilbaranowski.substack.com/ Ritavan is a bestselling author of "Data Impact," former CTO, and data transformation expert with a decade of operating experience across sectors including banking (Société Générale), energy trading, consulting, and real estate technology, who advocates for treating digital initiatives li…
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The Bear Stearns Moment | Ben Hunt on How Private Credit Unravels
1:02:25
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1:02:25Ben Hunt returns to Excess Returns to break down the hidden risks building inside private credit and the parallels between today’s “alternative asset managers” and the shadow banking system that triggered the 2008 financial crisis. Using the Godfather’s Tessio as a metaphor for betrayal and broken trust, Ben explains how opacity, leverage, and narr…
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Excess Returns Pod: Robert Hagstrom & Chris Mayer -- With the Concentrated Momentum Driven Almost Unbeatable Major Indices, What Does It Really Take These Days to Outperform the Market
58:40
58:40
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58:40Matt 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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The Case That We Are in the Early Stages of an AI Bull Market | Gene Munster and Doug Clinton
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55:16In this episode of Excess Returns, Gene Munster and Doug Clinton of Deepwater Asset Management join Justin and Jack to explore the technological, economic, and investing implications of AI. They discuss why they believe we’re still in the early stages of a multi-year bull market driven by AI, how the technology is reshaping jobs and productivity, a…
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698. Running For Sheriff: The Seedy Underbelly of Cops And Politics
1:02:30
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1:02:30In this episode, best-selling author and former police officer Eric Tansey sits down with special guest Erik Johnson to tackle one of the toughest questions facing modern law enforcement: can a peace officer truly stay true to his oath while running for public office? Across America, sheriff elections have become high-stakes political contests. Mon…
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Consumer Choice, Risk & Safety with Fred Roeder | The Stutchbury Sessions
29:48
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29:48Subscribe to The Stutchbury Sessions on Apple, Spotify, Amazon, iHeartRadio, PlayerFM or listen in your browser. Where is the line between risk and regulation? In this episode of The Stutchbury Sessions, Fred Roeder from the Consumer Choice Center dives into how consumers should stand against overregulation and embrace technological innovation for …
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Muni Bonds Are Making a Comeback With Higher Income and Better Finances
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25:48After a series of challenging years, muni bonds are returning to the “old normal,” with higher income and big price differences between good and poor quality securities. Veteran muni manager Robert DiMella explains why investors can benefit. WEALTHTRACK episode 2216, broadcast on 10/17/25
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Buffett, Sun Tzu and the Ancient Art of Risk Taking | Tobias Carlisle
1:05:10
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1:05:10Buy Toby's Bookhttps://amzn.to/478SMBfIn this episode of Excess Returns, we sit down with Tobias Carlisle, founder and portfolio manager at the Acquirers Fund, and author of the new book “Soldier of Fortune: Warren Buffett’s Sun Tzu and the Ancient Art of Risk Taking.” Tobias joins Matt Zeigler and Bogumil Baranowski to explore how timeless strateg…
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697. Every Cop Is A Negotiator: You Have To Be Willing To Talk
1:03:22
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1:03:22Best-selling author and former police officer Eric Tansey breaks down intense body-camera footage from a Wisconsin police standoff that ended in tragedy. Early on July 26, 2024, De Pere Police responded to reports of a man armed with a rifle at the Perkofski Boat Launch. Multiple agencies—including Ashwaubenon Public Safety and the Brown County She…
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Almost any kind of creature is cute when it’s a baby, right? But what about Werewolves? Written by two siblings from Minnesota named Blake and Park. Join Creator Club today for ad-free episodes, bonus episodes and more by visiting storypirates.com/creatorclub, or subscribing right in Apple Podcasts or Spotify.…
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SMB acquirer Colin King on Entrepreneurship-through-Acquisition and Search Funds | S07 E36
1:00:53
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1:00:53Value: 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://acquirersmultiple.c…
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Part 2 - Part 2 - London Deputy Mayor Shawn Lewis on changes to waste collection in London
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14:39Part 2 - London Deputy Mayor Shawn Lewis on changes to waste collection in London.By CFPL / Curiouscast
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PART 1 - Deputy Mayor Shawn Lewis on hitting the housing target a little over 6 years early (and other stories)
14:47
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14:47Deputy Mayor Shawn Lewis on hitting the housing target a little over 6 years early (and other stories)By CFPL / Curiouscast
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Making the trip to see Easton Cowan's NHL debut
10:55
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10:55London Knights forward Rene Van Bommel described what it took and what it was like to make the trip to Toronto to see Easton Cowan's NHL debut on Thanksgiving Monday.By CFPL / Curiouscast
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Timeless Lessons from a Trend Following Legend | Jerry Parker
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59:02In this episode of Excess Returns, Jerry Parker joins us for a deep dive into the philosophy and practice of trend following. As one of the original Turtle Traders, Jerry shares lessons from Richard Dennis and Bill Eckhardt, explores how trend following has evolved over the decades, and offers timeless wisdom on markets, psychology, and risk manage…
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How the *@#$ Will AI Change Our World? 5 Questions That Could Redefine Humanity | The Quint
13:32
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13:32In Part 2 of his provocative AI series, Raghav Bahl continues his stream-of-consciousness dive into the post-AI world. After asking *“What the @#$ is AI?” in Part 1, he now takes on the bigger question — *“How the @#$ will AI change our world?”From the rise of trillionaires and tech oligarchies to the collapse of traditional labour markets, Bahl ex…
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Cst. Matt Dawson of London Police Service talks about an assault case and the Accident Reporting Centre in London
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7:07Cst. Matt Dawson of London Police Service talks about an assault case and the Accident Reporting Centre in London.By CFPL / Curiouscast
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Susanna Martinez of BGC London talks about their Horton Street 50+ Centre
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5:23Susanna Martinez of BGC London talks about their Horton Street 50+ Centre.By CFPL / Curiouscast
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Cart Narcs: When you don't return your shopping cart they find you
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10:57Agent Sebastian of Cart Narc joins Mike Stubbs to talk about the efforts of his organization to get people to return their shopping carts to the cart return once they are finished with them.By CFPL / Curiouscast
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52 questions with Kyleigh: Who are you waiting for?
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8:33In this week's 52 Questions Kyleigh Stubbs explores what happens , "once you learn how easy it is to listen to yourself without waiting around for someone to do it with you or give you approval."By CFPL / Curiouscast
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The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on Finding the Next Great Compounders
59:13
59:13
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59:13Subscribe 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
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Michael Gielkens: The Culture of Permanence: How European Family Holdings Survive Crises and Compound for Centuries
1:01:13
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1:01:13Long-Term Stewardship, the Lindy Effect, and Why Alignment Matters More Than Valuation Find me on Substack: https://bogumilbaranowski.substack.com/ Michael Gielkens is a partner and co-founder of Tresor Capital, a Netherlands-based independent investment boutique specializing in actively managing wealth through family holding companies and serial a…
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Investing in a Debasement Regime | Warren Pies
1:02:25
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1:02:25Warren Pies joins Excess Returns to discuss why he believes we’ve entered a “Debasement Regime,” what that means for investors, and how it differs from the post-GFC deflationary era. He explains the psychology behind this shift, how it’s changing market behavior, and what it means for asset allocation, gold, bonds, small caps, and the Federal Reser…
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Excess Returns Pod: You're Missing 100x Returns | Bogumil Baranowski on the Expensive Truth About Cheap Investments
1:08:35
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1:08:35My appearance on Excess Returns with Matt Zeigler as the host. I recently had the pleasure of joining my good friend Matt Zeigler on the Excess Returns podcast. Jack Forehand, the creative force behind the show, did an exceptional job editing and producing the episode. Jack has been instrumental in many improvements to Talking Billions over the yea…
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Dark Forces at Work? Sir Frank Lowy on the Return of Antisemitism | The Stutchbury Sessions
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7:58Subscribe to The Stutchbury Sessions on Apple, Spotify, Amazon, iHeartRadio, PlayerFM or listen in your browser. In this episode of The Stutchbury Sessions, host Michael Stutchbury reflects on his recent conversation with Sir Frank Lowy — the 95-year-old founder of the Westfield shopping centre empire and one of Australia’s most successful 20th-cen…
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The Four Pillars of Macro - And What They Say About This Market | Andy Constan
1:07:47
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1:07:47Andy Constan returns to Excess Returns to break down today’s macro environment using his Four-Pillar Framework — growth, inflation, risk premia, and flows. Drawing on lessons from his time at Bridgewater and Brevan Howard, Andy explains how he blends systematic and discretionary approaches to form a clearer picture of markets. He discusses the AI-d…
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London composer Scott Good talks about the production of Hands of Orlac on Halloween night
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7:26London composer Scott Good talks about the production of Hands of Orlac on Halloween night.By CFPL / Curiouscast
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PART 2 - Deputy Mayor Shawn Lewis on the temporary winter shelter location in London
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11:16PART 2 - Deputy Mayor Shawn Lewis on the temporary winter shelter location in London.By CFPL / Curiouscast
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PART 1 - Deputy Mayor Shawn Lewis on the temporary winter shelter location in London
9:19
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9:19PART 1 - Deputy Mayor Shawn Lewis on the temporary winter shelter location in London.By CFPL / Curiouscast
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