Best Excess Returns Podcasts (2025)

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31 Years of Lessons: Northwestern Mutual CIO Brent Schutte on Markets, Cycles, and Diversification 57:45

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2d ago57:45

57:45

In this episode of Excess Returns, we sit down with Brent Schutte, CIO of Northwestern Mutual, to discuss the current macro landscape and what it means for investors. Brent shares his balanced perspective on the Fed, inflation, tariffs, concentration risk in markets, and why diversification may be more important now than ever. With over 30 years of…

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Buying by Corporate Insiders Can Mean Excess Returns for a Stock 25:47

11d ago25:47

25:47

Legendary value firm Tweedy, Browne recently launched a new ETF focused on undervalued companies with buying by corporate insiders. Managing Director John Spears explains why insider buying can be a strong indicator of future excess returns. WEALTHTRACK episode 2208, broadcast on 08/22/25

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Spokane’s Housing First Debate: Does It Really Work? 24:10

3h ago24:10

24:10

Spokane is at the center of a heated debate over homelessness and the future of the Housing First model. Advocates point to strong results—stable housing, better health outcomes, and reduced emergency costs—while critics argue for shifting toward treatment-first policies in line with new federal directives.…

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Washington Accused of Illegally Licensing Trucker in Florida Crash That Killed 3 19:12

4h ago19:12

19:12

A deadly crash on the Florida Turnpike has sparked national outrage after investigators revealed that the semi-truck driver, Harjinder Singh, was given a commercial driver’s license (CDL) in Washington state despite not being legally eligible. Singh, who entered the U.S. illegally in 2018, later obtained another CDL in California.''…

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Disagreeing over 'Real Housewives of Atlanta,' Why Isn't 'Love Island: Beyond The Villa' More Entertaining?, Hulu's Virgin Dating Show and More with Ashley Ray 50:53

15h ago50:53

50:53

Gibson Johns and "TV I Say" podcast host Ashley Ray discuss "Real Housewives," "Love Island: Beyond The Villa," the new Hulu dating show about virgins "Are You My First?" and more. Shop the “Gabbing with Gib” Merch Store: https://shop.hurrdatmedia.com/collections/gabbing-with-gib Subscribe to "Gabbing with Gib" on Apple Podcasts: apple.co/471D8Gb F…

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Washington’s New $133M Hybrid Ferry Breaks Down After Just Weeks in Service | MV Wenatchee 18:32

1d ago18:32

18:32

Washington State Ferries’ newly converted MV Wenatchee, the first hybrid-electric ferry in the fleet, has been pulled from service only weeks after its much-anticipated return.

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Hotel Owner Sues Seattle Over BIOHAZARD Contamination After Homeless Shelter Lease 21:16

3d ago21:16

21:16

A Seattle hotel is suing the City of Seattle and King County after claiming its property was left contaminated with fentanyl and methamphetamine following use as a low-barrier homeless shelter.

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The Hidden Risks of High Income Options Strategies | Shawn Gibson and Eric McArdle 1:01:43

4d ago1:01:43

1:01:43

In this episode of Excess Returns, we sit down with Shawn Gibson and Eric McArdle of Liquid Strategies to explore the rapidly growing world of option-based ETF strategies. With the rise of covered calls, buffered products, and hedged equity funds, it’s more important than ever for investors to separate smart solutions from risky marketing gimmicks.…

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Nordstrom Closing Stores in 2025 | Missouri, California & What’s Next for Portland 28:47

4d ago28:47

28:47

Nordstrom is shutting down key locations in St. Louis (Missouri) and Santa Monica (California) in August 2025, impacting hundreds of employees. CEO Erik Nordstrom also raised concerns about the company’s Portland, Oregon stores, citing theft and operational challenges.

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Karen Huger and Jen Shah Prison Updates, RHOP Season 10 Trailer, 'Love Island USA' Reunion, RHOC's Lie Detector Party & RHOM's Private Plane Fallout 48:36

5d ago48:36

48:36

Gibson Johns shares his thoughts on the Karen Huger and Jen Shah prison updates, the "Real Housewives of Potomac" season 10 trailer, the "Love Island USA" season 7 reunion and the latest episodes of "The Real Housewives of Orange County" and "The Real Housewives of Miami." Shop the “Gabbing with Gib” Merch Store: https://shop.hurrdatmedia.com/colle…

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Meals on Wheels Shuts Down Downtown Portland Site | Safety & Funding Crisis 19:10

4d ago19:10

19:10

Meals on Wheels People (MOWP) has closed its longtime downtown Portland Elm Court site after years of escalating safety concerns—including threats, drug activity, and fires—paired with major funding cuts following the loss of federal pandemic relief. Another site in Hillsboro has also been shuttered due to low usage.…

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Jamie Hopkins Reveals a Major Overlooked Risk in Financial Planning 25:47

4d ago25:47

25:47

Financial planning thought leader Jamie Hopkins discusses why digital asset management is one of the biggest overlooked risks in retirement and estate preparation, and the steps we can take to fix it.

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Doris Burke's Demotion, a Massive College Football TV Preview, and Adam Friedland's Star Turn 1:07:14

5d ago1:07:14

1:07:14

Hello, media consumers! Bryan and Joel begin today’s show with J-School, talking about Cam Newton’s new expanded role at ESPN and some criticisms of the Cowboys documentary. Then they dive into the headlines, discussing Doris Burke’s demotion at ESPN (13:58), a mega college football TV preview (21:51), and much more. Hosts: Bryan Curtis and Joel An…

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Jim Paulsen on Growth, the Fed and the Case for a Broadening Rally 1:01:55

5d ago1:01:55

1:01:55

In this episode, Jim Paulsen of Paulsen Perspectives joins us to break down the state of the economy, the Fed’s policy stance, inflation risks, and what’s really happening beneath the surface of the stock market. Jim explains why the headline numbers often mask the struggles of many companies, why the S&P 500 looks stretched while much of the marke…

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Chicago Businesses Hit 10-Year Low | Magnificent Mile Stores Cut in Half 21:08

5d ago21:08

21:08

Chicago is facing a serious business decline. According to the Illinois Policy Institute, the city had just 44,840 active business licenses in 2024 — its lowest in a decade and down 17% from 2015. The famous Magnificent Mile has been hit especially hard, losing over 50% of its businesses in the past 10 years. Meanwhile, some neighborhoods like New …

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Ontario Man Charged After Fighting Off Home Intruder | Self-Defence or Excessive Force? 29:40

5d ago29:40

29:40

An Ontario man is facing aggravated assault charges after allegedly stabbing a home intruder during a break-in in Lindsay, Ontario. His lawyer says he was acting within his rights to defend himself and his home, but police argue that self-defence has legal limits.

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National Guard Threat in Seattle? AG Bondi’s Ultimatum Sparks Fierce Pushback 20:34

6d ago20:34

20:34

U.S. Attorney General Pam Bondi has threatened to send federal law enforcement — and potentially the National Guard — into Washington state and Seattle if leaders don’t comply with federal immigration demands.Governor Bob Ferguson and Seattle Mayor Bruce Harrell are firing back, vowing to defend the state’s sanctuary policies in court. But could th…

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Playboy Leaves California for Miami Beach | New HQ & Iconic Club Return 22:53

6d ago22:53

22:53

Playboy Enterprises is making a bold move—exiting Los Angeles and relocating its global headquarters to Miami Beach.The new HQ will be based at The RIVANI on Lincoln Road, complete with a reimagined Playboy Club, restaurant, and exclusive members-only areas. CEO Ben Kohn calls California “anti-business” and praises Miami Beach as the perfect cultur…

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Ohio State and Barstool, the Great Film Critic Shortage, and the MS NOW Acronym Challenge. Plus: Michael M. Grynbaum on the Past and Future of Condé Nast. 1:25:52

7d ago1:25:52

1:25:52

Hello, media consumers! Bryan and David open up the show by talking about Rich Eisen’s return to the 'SportsCenter' desk. Then they discuss a report that Dave Portnoy was banned from Ohio Stadium (6:17) and talk about the state of local film critics (16:50). They also check in on their MS NOW challenge (31:28) and run through the Overworked Twitter…

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Mike Philbrick on Gold, Bitcoin, and Rethinking Diversification Beyond 60/40 1:03:30

7d ago1:03:30

1:03:30

In this episode of Excess Returns, we sit down with Mike Philbrick of Resolve Asset Management to discuss why the traditional 60/40 portfolio may no longer be enough, the role of “psychological commodities” like gold and Bitcoin, and how return stacking can change the way investors think about diversification. Mike shares insights on macro regimes,…

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Bed Bath & Beyond Snubs California | Newsom Fires Back with Snarky Response 26:05

7d ago26:05

26:05

Bed Bath & Beyond’s comeback is making headlines—but not in California.Executive Chairman Marcus Lemonis says the company won’t open new stores in the Golden State, citing high taxes, strict regulations, and rising costs.Governor Gavin Newsom wasn’t amused. His office fired back with a sarcastic jab, questioning the retailer’s relevance after its b…

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Homelessness in Pierce County Rises 11% | New 2025 Data Revealed 28:54

7d ago28:54

28:54

Pierce County is facing a growing homelessness crisis.According to the 2025 Point-in-Time Count, nearly 3,000 people are experiencing homelessness—an 11% increase from last year. Rising housing costs, shrinking shelter capacity, and limited rental assistance are driving the surge.

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Unpacking The Latest RHOC & RHOM Episodes with Courtney of 'Two Judgey Girls' 59:58

8d ago59:58

59:58

Gibson Johns and "Two Judgey Girls" podcast co-host Courtney break down the latest episodes of "The Real Housewives of Orange County" and "The Real Housewives of Miami." Shop the “Gabbing with Gib” Merch Store: https://shop.hurrdatmedia.com/collections/gabbing-with-gib Subscribe to "Gabbing with Gib" on Apple Podcasts: apple.co/471D8Gb Follow "Gabb…

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“Fred Meyer Closures in Liberal WA: Kroger Shuts Down Kent & Everett Stores | Theft or Profits?” 24:08

9d ago24:08

24:08

Two Fred Meyer stores in Washington—Kent (SE 240th St.) and Everett (Evergreen Way)—are set to close in October 2025. Kroger, the parent company, blames a “steady rise in theft” and regulatory costs, despite reportedly doubling its security investments.But union leaders, workers, and local officials push back, arguing that crime has actually declin…

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The Legend of Lee Corso, the Man Who Created "GameDay," with ESPN's Kirk Herbstreit 1:04:01

9d ago1:04:01

1:04:01

Hello, media consumers! Ahead of Lee Corso's final appearance on College Gameday, Bryan and Joel briefly talk about the history of College Gameday and what has made Corso such a special figure for almost 40 years. Then, Bryan is joined by Kirk Herbstreit to talk about how he got on College Gameday, what his relationship with Corso has been like ove…

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California SCRAMBLES as Clock Running Out on Refineries Closing! 19:44

9d ago19:44

19:44

California is facing a major fuel crisis as two of its biggest oil refineries prepare to shut down—Phillips 66 in Los Angeles and Valero in Benicia. Experts warn this could cut up to 21% of the state’s refining capacity, triggering gasoline shortages and driving prices as high as $8.43 per gallon by 2026.…

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Oklahoma Tests NY & CA Teachers for “Woke Indoctrination” | New PragerU Exam Sparks Backlash 25:35

10d ago25:35

25:35

Oklahoma’s education chief Ryan Walters has rolled out a new policy requiring teacher applicants from California and New York to pass a 50-question “America-first” exam developed by PragerU before they can teach in the state. Supporters say the test protects classrooms from “woke indoctrination,” while critics—including education groups and legal e…

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An Inside Look at Buffer ETFs with Jeff Chang 53:47

10d ago53:47

53:47

Defined outcome ETFs have exploded in popularity, offering investors a way to combine downside protection with upside participation. In this episode of Excess Returns, we sit down with Jeff Chang of Vest Financial to break down the mechanics of buffer ETFs, how they fit into portfolios, the critiques they face, and where this space is headed. Jeff …

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Seattle’s Downtown Crisis: 3rd Highest Vacancy in the U.S. – Can Revitalization Succeed? 16:52

11d ago16:52

16:52

Seattle’s downtown is at a crossroads. Despite rising foot traffic and renewed energy in the city core, vacancy rates have hit record highs, placing Seattle among the top 3 U.S. cities with the emptiest office space.

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RHOC Theories & Excessive Blogger Drama, Katie Ginella's Future, 'Real Housewives of London' Premiere Thoughts, Todd Nepola's Social Media Rant, RHONY or RHONJ?, Importance of OGs, 'Big Brother' Thoughts ... 59:44

12d ago59:44

59:44

Gibson Johns answers listener mailbag questions about all things "Real Housewives," "Summer House," "Big Brother" and more. Shop the “Gabbing with Gib” Merch Store: https://shop.hurrdatmedia.com/collections/gabbing-with-gib Subscribe to "Gabbing with Gib" on Apple Podcasts: apple.co/471D8Gb Follow "Gabbing with Gib" on Spotify: https://bit.ly/3StiC…

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The Dallas Cowboys, the Netflix Doc, and Jerry Jones With Ed Werder 1:25:58

12d ago1:25:58

1:25:58

Hello, media consumers! Bryan and Joel start this Dallas Cowboys–centric show with their thoughts on Netflix’s ‘America’s Team’ documentary. They reminisce about the ’90s era of football and the media landscape then, discuss people’s affection for the Cowboys, and talk about why the documentary works. Next, Bryan and Joel welcome longtime reporter …

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Record Valuations. Hidden Opportunity | Tobias Carlisle on Finding Value in an Expensive Market 1:02:25

12d ago1:02:25

1:02:25

In this episode of Excess Returns, we welcome back Tobias Carlisle — author, host of Value After Hours, and manager of the Acquirers Funds. Toby shares his candid perspective on market valuations, value investing’s long struggle, and why he still believes mean reversion will eventually swing back in favor of small caps and value stocks. We also div…

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Washington State Has the WORST Police Shortage in America! 25:06

13d ago25:06

25:06

Washington State ranks last in the nation for police staffing, according to new FBI data and the Washington Association of Sheriffs & Police Chiefs (WASPC). With just 1.36 officers per 1,000 residents—far below the national average of 2.31—the state has held the bottom spot for 15 consecutive years.

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Kiki Barth on 'The Real Housewives of Miami' Season 7, Her Drama With Guerdy Abraira, Fan Response To Her Water Throw Reaction, Missing Context Around Her On The Show, Being Friends With Larsa Pippen and ... 39:21

13d ago39:21

39:21

Gibson Johns interviews "Real Housewives of Miami" star Kiki Barth. PODCAST: Shop the “Gabbing with Gib” Merch Store: https://shop.hurrdatmedia.com/collections/gabbing-with-gib Subscribe to "Gabbing with Gib" on Apple Podcasts: apple.co/471D8Gb Follow "Gabbing with Gib" on Spotify: https://bit.ly/3StiCtY Follow "Gabbing with Gib" on Instagram: http…

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Seattle Tourism Crisis 2025: Why Visitors Are Vanishing 14:58

14d ago14:58

14:58

Seattle is bracing for a major tourism downturn in 2025, with forecasts showing a 27% drop in international visitors. From the Canadian travel boycott slashing cross-border trips, to struggling duty-free shops and fewer hotel bookings, the Emerald City’s visitor economy faces serious challenges. But it’s not all bad news—downtown Seattle is rebound…

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Socialist City-run Grocery Store in Kansas City CLOSES After Only 3 Years 23:49

14d ago23:49

23:49

Kansas City invested nearly $18–29 million to keep the Sun Fresh grocery store alive on Prospect Avenue. Despite years of public funding, the store officially closed its doors in August 2025, leaving residents once again in a food desert.

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The Cringey MSNBC Rebrand, Gavin Newsom’s Twitter Account, and the Death of the Longform Podcast 1:05:56

14d ago1:05:56

1:05:56

Hello, media consumers! Bryan and David discuss the end of summer and showing pop culture treasures from their youth to their children. Then they tackle the headlines, starting with the MSNBC rebrand (8:30), before talking about a Rolling Stone article about the death of the narrative podcast (26:28). Then in the notebook dump, they talk about what…

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Momentum is Everything | Leigh Drogen on Building Lasting Strategies in Crypto 1:08:35

14d ago1:08:35

1:08:35

In this episode, we sit down with Leigh Drogen of StarKiller Capital, alongside guest co-host Kai Wu, for a deep dive into crypto investing strategies, momentum in digital assets, and market-neutral DeFi yield opportunities. Leigh shares his perspective on where we are in the crypto evolution, the parallels with past technology cycles, and how to s…

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Seattle’s Nude Beach Fence Vandalized in 24 Hours | Denny Blaine Park Controversy 19:24

15d ago19:24

19:24

Seattle’s Denny Blaine Park—long known as the city’s unofficial nude beach—is at the center of controversy again. After a court ruling declared public nudity a nuisance, the city installed a chain-link fence with green mesh to divide the park into clothing-required and clothing-optional areas. But within just 24 hours, the new barrier was vandalize…

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Bravo Hot Takes and Spilling Movie Star Tea with Thea de Sousa (@yourmomsarewatching) 57:17

15d ago57:17

57:17

Gibson Johns chats with Thea de Sousa of @yourmomsarewatching about her time working in Hollywood with the likes of Julia Roberts and Jennifer Lopez before getting all of her latest Bravo hot takes and unpopular opinions. Shop the “Gabbing with Gib” Merch Store: https://shop.hurrdatmedia.com/collections/gabbing-with-gib Subscribe to "Gabbing with G…

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Seattle Park Homeless Encampment Closed After Double Homicide | Community Demands Action 29:04

15d ago29:04

29:04

A tragic double homicide at Virgil Flaim Park in Seattle’s Lake City neighborhood has sparked urgent action from city officials and community members. Following the shooting, the City of Seattle ordered the immediate closure and cleanup of a homeless encampment located next to a children’s playground.…

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Google Invests $9 Billion in Deeply Red Oklahoma: New AI & Data Center Expansion 19:50

15d ago19:50

19:50

Google just announced a massive $9 billion investment to expand its AI and cloud infrastructure in Oklahoma.This includes:✅ A brand-new data center campus in Stillwater (up to 400 acres, $3B build-out)✅ Expansion of Google’s existing Pryor facility✅ Over 700MW of clean energy added to the grid 🌱✅ Workforce development programs with the Electrical T…

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D.C. Residents Clash with Federal Crackdown: Protests Erupt Over Trump’s Takeover 22:50

16d ago22:50

22:50

On August 14, 2025, Washington, D.C. residents took to the streets to protest President Trump’s unprecedented move to place the Metropolitan Police under federal control. Demonstrators accused authorities of acting like “fascists” as National Guard troops and federal agents patrolled the city.

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San Francisco’s Homeless Arrest Surge Explained | Supreme Court’s Grants Pass Ruling Impact 29:38

17d ago29:38

29:38

San Francisco has seen illegal camping arrests skyrocket after the U.S. Supreme Court’s Grants Pass v. Johnson ruling, which gave cities more power to ban street camping—even if shelters are full.

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Show Us Your Portfolio: Aswath Damodaran 1:00:37

17d ago1:00:37

1:00:37

How Aswath Damodaran Manages His Own Portfolio | Show Us Your Portfolio In this episode of our Show Us Your Portfolio series, we go inside the personal investing approach of Aswath Damodaran — the “Dean of Valuation.” Known for his expertise in corporate valuation, Aswath rarely discusses how he manages his own money. We cover his philosophy, asset…

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Illinois Business Exodus: 2nd Highest Loss Rate in the U.S 19:05

18d ago19:05

19:05

Illinois is losing businesses at an alarming rate — ranking second in the nation per capita, behind only New York. In 2023 alone, 218 companies left the state, marking one of the worst years in Illinois history.

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Elect Progressive Socialist Katie Wilson for Mayor of Seattle - what could go wrong?? 27:12

19d ago27:12

27:12

Seattle radio host John Curley voices his support for mayoral candidate Katie Wilson, praising her bold vision for affordable housing, public transit, and climate action. Hear why he believes she’s the leader Seattle needs right now.

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'The Valley' Season 2 End-of-Season Deep Dive with Dana Regan ( + RHOSLC Trailer, DIRECTV Party, Heather Dubrow Chat, Meeting Sarah Jessica Parker and Lindsay Hubbard's Housewarming) 1:31:26

19d ago1:31:26

1:31:26

Gibson Johns recaps his busy week of Bravo and celebrity events before "The Bravo Investigator" podcast host Dana Regan helps him break down season 2 of "The Valley." Shop the “Gabbing with Gib” Merch Store: https://shop.hurrdatmedia.com/collections/gabbing-with-gib Subscribe to "Gabbing with Gib" on Apple Podcasts: apple.co/471D8Gb Follow "Gabbing…

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Small Tennessee Town Approves Controversial Plan for ICE Detention Center | Mason Votes Yes 20:49

19d ago20:49

20:49

In a heated decision, the tiny town of Mason, Tennessee (population ~1,300) has voted to approve agreements with private prison operator CoreCivic and U.S. Immigration and Customs Enforcement (ICE) to reopen the shuttered West Tennessee Detention Facility as an immigration detention center. Supporters—including Mayor Eddie Noeman—say the move will …

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The Travis Kelce-Taylor Swift Show, Jimmy Pitaro’s ESPN, and the Worst Question Asked at the White House 57:12

19d ago57:12

57:12

Hello media consumers! It’s a Monday show on a Thursday! Bryan fills David in on his Connecticut hotdog tour earlier this week (0:16), before discussing Taylor Swift’s appearance on Travis and Jason Kelce’s ‘New Heights’ podcast, and a few thoughts on Monday’s Jimmy Pitaro interview (11:23). Then they run through the Overworked Twitter Joke of the …