Excess Returns Podcast
1) The Great Moderation Is Over | Liz Ann Sonders on What Replaces It
In this episode of Excess Returns, we welcome back Liz Ann Sonders to discuss the evolving market and economic landscape heading into 2026. The conversation focuses on why this cycle feels fundamental...Show More
2) The Regime Shift No One is Prepared For | Grant Williams on the 100 Year Pivot
This episode of Excess Returns features a wide ranging conversation with Grant Williams on what he calls the hundred year pivot. Grant explains why today’s environment feels fundamentally different fr...Show More
3) Sold At "Irrational Exuberance". Still Lost Money | Sam Ro on the Bubble Paradox
In this episode of Excess Returns, we dive deep into one of the most pressing investing debates today: how to think about valuations, profit margins, and artificial intelligence in a market that feels...Show More
4) Long-Term Uptrend. Short-Term Warning Signs | Katie Stockton on What Charts Say About What's Next
In this episode of Excess Returns, Katie Stockton of Fairlead Strategies joins Matt Zeigler and Justin Carbonneau to walk through her technical outlook for markets as we head into 2026. The conversati...Show More
5) It’s Not K-Shaped. It’s No Shaped | Jim Paulsen on What You're Getting Wrong About 2026
Subscribe to the Jim Paulsen Show on Apple Podcastshttps://podcasts.apple.com/us/podcast/the-jim-paulsen-show/id1828054999Subscribe on Spotifyhttps://open.spotify.com/show/3QaBDVGuBZ3cZfFZ4mqPFc...Show More
6) 4% of Stocks. 100% of Wealth | Gautam Baid on the Brutal Math of Compounding
In this wide-ranging conversation, Gautam Baid joins Excess Returns to discuss the principles that shaped his investing philosophy, the lessons learned through bear markets, and why compounding, patie...Show More
7) We Read 22 2026 Market Forecasts So You Don't Have To | What You Need to Know
In this episode of Excess Returns, Jack Forehand and Matt Zeigler dig into forecast season by reviewing and synthesizing insights from 22 major Wall Street and institutional market outlooks. Rather th...Show More
We Read 22 2026 Market Forecasts So You Don't Have To | What You Need to Know
1:02:48 | Dec 31st, 2025
8) The Truth No One Sees | 41 Great Investors Share Their Most Controversial Belief
In this special compilation episode of Excess Returns, we ask one revealing question to some of the most respected investors, strategists, and market thinkers in the industry:What is one belief you ho...Show More
The Truth No One Sees | 41 Great Investors Share Their Most Controversial Belief
1:03:21 | Dec 28th, 2025
9) The Base Case is Wrong | Paul Eitelman on AI, Reacceleration and the Pause No One Sees
In this episode of Excess Returns, we sit down with Paul Eitelman, Global Chief Investment Strategist at Russell Investments, to unpack their 2026 outlook and the idea of a “Great Inflection Point” fo...Show More
10) Nothing Has a Right to Exist in Your Portfolio | What the Last 15 Years Has Taught Us
In the latest episode of Click Beta, Matt Zeigler, Dave Nadig and Cameron Dawson take a look back at 2025 and a look forward to 2026. Subscribe to Click Beta via the links below. Follow Click Beta:Spo...Show More