Best Excess Returns Podcasts (2025)

1
500,000 More Sellers Than Buyers. First Time in a Decade | Daryl Fairweather on What Comes Next 50:32

6h ago50:32

50:32

In this episode, we’re joined by Daryl Fairweather, Chief Economist at Redfin and author of Hate the Game, to explore the most dramatic shift in the U.S. housing market in over a decade. With sellers now outnumbering buyers by more than 500,000 for the first time since 2013, Daryl breaks down what’s really happening beneath the surface—and why so m…

1
20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire - Excess Returns Episode with Matt Zeigler and Bogumil Baranowski 1:09:55

9d ago1:09:55

1:09:55

This episode aired on Excess Returns; full credit goes to Matt Zeigler and Jack Forehand, and all of the guests listed below -- it's reposted here with Matt and Jack's permission. In this special episode of Excess Returns, Matt Zeigler is joined by Bogumil Baranowski to reflect on one of the most emotional and historic moments in financial history:…

1
Buffett Does It. Most Value Investors Don’t | Robert Hagstrom on the Real Key to Compounding 1:16:45

2d ago1:16:45

1:16:45

Robert Hagstrom returns to discuss the investing principle he believes most value investors still misunderstand—despite decades of evidence from Warren Buffett. In this conversation, we explore why focus investing works, what traditional value investors got wrong about the Magnificent Seven, and how the industry's obsession with low P/E ratios and …

1
Tucker Carlson Vs. Ted Cruz, the Finals Goes 7, and the Media A-Team 1:28:55

3d ago1:28:55

1:28:55

Hello, media consumers! On this Friday edition of the show, Bryan helps Joel wrestle with a question: "Should I subscribe to The Washington Post if it is my local paper?" (1:41). They then tackle some headlines, including the ambiguity of the USA's involvement with the Israel–Iran War and Tucker Carlson's instantly viral interview with Ted Cruz (17…

1
Recession Indicators Are Breaking. Inflation Isn’t | Megan Horneman on What Comes Next 55:26

4d ago55:26

55:26

Megan Horneman: Fragile Optimism, Hidden Inflation Risks, and What Investors Are Missing In this episode, we’re joined by Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, to discuss her firm’s 2025 outlook and what she sees as the key macro risks and opportunities for investors right now. We explore the themes behind her “Year…

1
Quiet Magic: Cultivating Inner Wealth in a Culture of Overload 53:59

5d ago53:59

53:59

Are you feeling the weight of doing more, while craving space to simply be? What if success didn’t come from pushing harder—but from softening, aligning, and remembering your own inner wealth? In this week’s episode of The Conscious Collaboration Podcast, we ask: 🌿 How do we lead with grace in a world that glorifies hustle? 🌿 What if your quiet pre…

1
Solidarity With Stephen A., The Washington Post’s Latest Reboot, and Gustavo Arellano on Covering the L.A. Protests 57:38

7d ago57:38

57:38

Hello, media consumers! Bryan and David discuss another Washington Post "reboot," this time for its opinion section (0:41). They go on to offer some low-hanging fruit for ESPN's lackluster NBA Finals coverage and discuss Stephen A. Smith, who was seen playing solitaire during Game 4; a noticeable shift in the norms of Washington, D.C., reporting; a…

1
Dede Eyesan: The Global Multi-Bagger Hunt: How 446 Companies Became 10-Baggers While Most Investors Weren't Looking 49:31

7d ago49:31

49:31

Guest: Dede Eyesan - Founder of Jenga Investment Partners and author of "Global Outperformer" Dede Eyesan, the visionary founder of Jenga Investment Partners and author of Global Outperformers, who shares insights on identifying high-growth companies and navigating global markets with a unique blend of fundamental analysis and entrepreneurial spiri…

1
Broken Data. Hidden Opportunity | GMO's Warren Chiang on Deep Value’s Historic Setup 57:09

8d ago57:09

57:09

GMO’s Warren Chiang joins us for a deep dive into the art and science of systematic value investing. In this episode, Warren shares how his team has refined traditional value investing to adapt to an intangible-heavy world, the structural reasons deep value is historically cheap today, and how top-down insights from GMO’s asset allocation group are…

1
L.A. Protests and the NBA’s Storytelling Problem. Plus: Logan Murdock on Gen Z Hoopers. 1:17:34

11d ago1:17:34

1:17:34

Hello, media consumers! Bryan and Joel tackle some leftover 'The Simpsons' vs. 'The Cosby Show' thoughts in today's J-School (0:47), before they are joined by Logan Murdock to discuss The Athletic's anonymous players survey, why the NBA keeps finding itself in the crosshairs of criticism, and ESPN's biggest mistake while broadcasting the Finals. Th…

1
Blind to Power: The Hidden Investing Risk of Rising Strongmen | Peter Atwater 59:23

11d ago59:23

59:23

In this episode of Excess Returns, Matt Zeigler sits down with Peter Atwater—President of Financial Insyghts, author of The Confidence Map, and expert on decision-making under uncertainty. Peter lays out a bold and timely framework: in a world led by dominant nationalist figures, global corporations—and their investors—must now navigate a high-stak…

1
Is Cruelty The Answer To Excess Wokeness? 24:28

12d ago24:28

24:28

Fundamentally, wokeness is a good thing. However, like all good things you can have too much. Excesses can create a new set of problems. It seems, unfortunately, that cruelty has become the overwhelming response to the excesses of wokeness. I discuss what wokeness is, how it became excessive and give examples of how anti-wokeness has become cruel. …

1
Clinging Like Fire: Embracing Change, Joy & Collective Alignment 27:58

12d ago27:58

27:58

What if your attachments weren’t holding you back—but lighting the way forward? In this episode of The Conscious Collaboration Podcast, Lisa and Emily explore the I Ching energy of “Clinging Like Fire,” offering a fresh perspective on positive attachment, perfectionism, and how to move through the second half of the year with joy and momentum. From…

1
Trump-Musk Fallout and ESPN's Finals Coverage. Plus: Alan Siegel on 'The Simpsons.' 1:08:23

14d ago1:08:23

1:08:23

Hello, media consumers! Bryan and David parse through the very public Donald Trump–Elon Musk breakup (0:41) before sharing some notes on Games 1 and 2 of the NBA Finals; Warner Bros. Discovery, which is splitting into two companies; ABC's Terry Moran's suspension; and a hefty edition of "sliding doors" metaphors (15:28). Finally, The Ringer's Alan …

1
Finding Great GARP Stocks with David Giroux 1:01:01

14d ago1:01:01

1:01:01

David Giroux, CIO and Head of Investment Strategy at T. Rowe Price Investment Management, has achieved something rare in investing—beating his Morningstar peer group for 17 consecutive years. In this conversation, Giroux shares his investment philosophy, including how he identifies GARP (growth at a reasonable price) opportunities, adapts to market…

1
Ruschelle Khanna: Breaking the Generational Money Prison. How Inherited Trauma Shapes Family Wealth and the Path to Freedom 49:01

14d ago49:01

49:01

Guest: Ruschelle Khanna - Family business consultant, psychotherapist, and author of "Inherited Trauma and Family Wealth" Key Timestamps & Ideas 3:00-5:30 - Growing Up in Coal Country Despite feeling abundant as a child, underlying financial anxiety from this environment shaped her early money scripts and relationship with wealth. 5:30-8:00 - The O…

1
The $9 Trillion Risk | Rupert Mitchell on the Unwind of US Dominance - And What Comes After It 53:33

16d ago53:33

53:33

In this episode of Excess Returns, Matt Zeigler sits down with Rupert Mitchell—founder of Blind Squirrel Macro—for an insightful, opinionated, and often humorous discussion on global market dynamics, the Mag 7, structural portfolio shifts, and what it takes to be a successful generalist investor. From the “Chart of Truth” to the hidden value in tir…

1
25 for 25: Noah Eagle. Plus, NBA Finals Notes, and WaPo Becomes HuffPo. 1:34:18

18d ago1:34:18

1:34:18

Hello, media consumers! Bryan and Joel discuss some NBA Finals thoughts, Oklahoma City as a host city, reports of Doris Burke's uncertain future in ESPN's broadcast booth, Cam'ron the journalist, and more (2:47). Then they discuss The Washington Post's puzzling new strategy and Pablo Torre's Bill Belichick–Jordon Hudson investigation (30:05). Then …

1
Inside a Top Quant's Playbook | Joe Gubler on the Hidden Drivers of Alpha 1:07:40

18d ago1:07:40

1:07:40

🎙️ Inside Causeway’s Quant Playbook | Joe Gubler on Factor Innovation, Risk, and Portfolio Design In this episode of Excess Returns, we sit down with Joe Gubler, Director of Quantitative Research at Causeway Capital. Joe shares a deep dive into Causeway’s distinctive approach to factor investing, blending traditional quant signals with fundamental …

1
After Completion: Navigating the Pause Between Potential & Expansion 32:36

19d ago32:36

32:36

What if your biggest breakthrough didn’t come with fireworks—but with a whisper, a pause, a subtle nudge toward what’s next? In this heartfelt episode of The Conscious Collaboration Podcast, Lisa and Emily explore the I Ching’s energy of “After Completion” and the magic of small influences. With jellyfish metaphors, birthday cliff moments, and AI t…

1
Farewell to the NBA On TNT. Plus: Mark Kriegel on Mike Tyson and the Future of Sports Biographies. 1:51:20

21d ago1:51:20

1:51:20

Hello media consumers! This week, Bryan and David discuss a bevy of “now they tell us” stories, some from the NBA and some from Washington (1:00), before coining a new segment called the “Pulled Punch Effect” (26:00). Then, they share a few more listener-submitted “sliding doors” metaphors (30:00), before Bryan is joined by Mark Kriegel to discuss …

1
Big Decline. Big Rally. What the Charts Tell Us About What Comes Next | Katie Stockton 54:58

21d ago54:58

54:58

In this episode of Excess Returns, we welcome back Katie Stockton, founder and managing partner of Fairlead Strategies, for a deep dive into the current state of the market through the lens of technical analysis. Katie walks us through her outlook on U.S. and international equities, key sector rotations, and the signals her indicators are sending a…

1
The Sleuth Investor: How Chris Waller Uncovers Hidden Small Cap Gems 50:16

21d ago50:16

50:16

Guest: Chris Waller Founder of Plural Investing, a seasoned investor known for his disciplined approach to small cap value investing. Chris identifies hidden gems through meticulous research with a keen focus on governance and management integrity. Chris defines success as becoming an expert in the small cap space, building a comprehensive knowledg…

1
The Stimulus Deception | Rob Arnott Explains What Economists Are Getting Wrong 55:40

23d ago55:40

55:40

In this episode of Excess Returns, we welcome back Research Affiliates founder Rob Arnott to explore his provocative research challenging mainstream economic assumptions. Rob walks us through why government stimulus often fails to deliver real growth, how decades of rising spending have shaped today’s economic environment, and what the implications…

1
Excessive Pressure, Big Potential: Navigating Shocks, Collaboration & the Gemini New Moon 35:28

24d ago35:28

35:28

In this spontaneous and soul-nourishing episode of The Conscious Collaboration Podcast, Lisa and Emily tap into the cosmic energy of the Gemini New Moon, share laughter-filled reflections on Gemini duality, and explore the I Ching forecast of Excessive Pressure + Containment of Potential. With birthday energy and astrological insight flowing, they …

1
The Democrats Are (Still) Looking for the Left’s Joe Rogan. Plus: Texas Barbecue Rankings! 1:01:47

25d ago1:01:47

1:01:47

Hello, media consumers! Bryan and Joel return on this Thursday edition of the podcast to discuss the Democrats’ deliberate investment in building a liberal infrastructure of influencers, podcasters, and new media (23:00). Then, they discuss the state of podcast interviews and whether or not listeners are making distinctions between the kinds of sho…

1
The Hidden Logic of Options | Put-Call Parity Explained with Legos 29:25

26d ago29:25

29:25

In this episode of Teach Me Like I'm 5, options expert Kris Abdelmessih breaks down one of the most foundational—and misunderstood—concepts in options trading: put-call parity. Using Lego analogies, homemade spreadsheets, and Fast & Furious references, Kris shows how options are like building blocks you can combine to create any payoff you want—inc…

1
The Reign of the Three-Man Booth, Why ‘Mission: Impossible’ Is Getting a Pass, and More Sliding Doors Metaphors 53:50

27d ago53:50

53:50

Hello, media consumers! Bryan and David come to you on this Press Box Monday (Tuesday) edition with some thoughts on the NBA’s gradual acceptance of the three-man announcer booth (1:30), Elon Musk’s media blitz (13:00), the coverage and criticism of the latest installment in the ‘Mission: Impossible’ franchise (24:00), more sliding doors metaphors …

1
Caleb Breakey: Legacy Beyond Wealth: How Family Storytelling Preserves What Truly Matters 55:40

28d ago55:40

55:40

Guest: Caleb Breakey, Founder of Renown Publishing Caleb Breakey leads Renown Publishing, guiding high-impact leaders and ultra-high networth families through 18-month transformational storytelling journeys to preserve legacies and inspire human flourishing. Key Moments: 3:00 - Caleb explains how his upbringing in a high-control community shaped hi…

1
Too Much Google, Tesla, Nvidia? | Wes Gray & Sri Narayan Explain a Smarter Way Out 56:53

1M ago56:53

56:53

In this episode of Excess Returns, we dive deep into one of the most complex and pressing issues facing successful investors today: what to do with concentrated stock positions. Whether from employee stock compensation or a major investment win, holding too much of a single stock presents serious tax and diversification challenges. Our guests—Wes G…

1
Tyrese Haliburton Goes Full Reggie Miller. Plus: A Final Farewell to ‘Around the Horn.’ 58:31

1M ago58:31

58:31

Hello, media consumers! Bryan and Joel are back on this Press Box Thursday Edition to discuss peak sports media beef (2:00), Reggie Miller’s unique perspective on the Eastern Conference finals and Tyrese Haliburton’s choke sign (17:00), and Draymond Green being added to ‘Inside the NBA’ for the ECF (23:00). Then, they discuss another wave of pieces…

1
Does America Still Want "Huddled Masses Yearning to Breathe Free"? 38:57

1M ago38:57

38:57

In this episode I discuss my thoughts about how the U.S. is currently dealing with immigration and immigrants. As an immigrant to Israel I lean on my experience to compare Israel to the U.S. I also reserve some particularly sharp critique for Trump’s current Deputy Chief of Staff, Stephen Miller. Emma Lazarus’s sonnet “The New Colossus” https://www…

1
The Power of Shock, Revolution & Choosing the Higher Road 40:45

1M ago40:45

40:45

In this energetic and thought-provoking episode of The Conscious Collaboration Podcast, Emily and Lisa dive into the collective energy forecast as we move through Gemini season and enter a period of cosmic intensity. Drawing from I Ching, Tarot, astrology, and real-world shifts, they explore how shock and revolutionary change are catalysts for soul…

1
How Sports Ate TV. Plus: Journalism’s Triumphant Return! 53:30

1M ago53:30

53:30

Hello, media consumers! On this Press Box Monday edition, Bryan and David discuss Journalism, the official horse of The Press Box, winning the Preakness (1:00) before discussing the end of TNT’s era of broadcasting the NBA and what they’ll miss most about it (6:00). Then, they discuss the career of legendary WWE announcer Jim Ross after learning ab…

1
The Perceptive Investor: How Ardal Loh-Gronager Sees What Others Miss in Markets 1:31:12

1M ago1:31:12

1:31:12

Guest: Ardal Loh-Gronager - Founder and Managing Partner of Loh-Gronager Partners Investment Partnership Background: Over 10 years of financial industry experience at Goldman Sachs, Morgan Stanley, and Credit Suisse. Half Danish, born in UK with a global upbringing across Europe, Asia, and Australia. Key Moments: [3:00] Ardal discusses how his chil…

1
The Fourth Turning Is Now | Neil Howe on the Coming Financial Reset and Who Rebuilds What’s Broken 53:11

1M ago53:11

53:11

What does it mean to come of age during chaos—and how does that shape the generations who must lead us through it? In this thought-provoking episode of Rabbit Hole, Dave Nadig speaks with Neil Howe—author of The Fourth Turning Is Here—about the evolving role of Gen X in today's world, the generational dynamics underpinning societal shifts, and what…

1
The Tell-All Book Haunting Washington. Plus: Can Podcasts Become the New Magazines? 1:18:23

1M ago1:18:23

1:18:23

Hello, media consumers! This week, Bryan and Joel go to J-School to discuss the reactions to and coverage of the Jayson Tatum injury (1:00). Then, they digest the various news ripples that have come from excerpts of ‘Original Sin,’ Jake Tapper and Alex Thompson’s book about Joe Biden’s decision to run for reelection (10:00). Next, they react to a r…

1
What Investors Get Wrong About Trade Wars | Kai Wu 56:05

1M ago56:05

56:05

In this episode of Excess Returns, Kai Wu of Sparkline Capital returns to break down his latest research piece, Investing Amid Trade Wars. Using over two dozen insightful visuals, Kai explores how investors should think about global trade exposure in an era of rising tariffs, economic nationalism, and geopolitical uncertainty. He makes the case for…

1
Returning to Self: How Embodied Self-Love & Energy Leadership Redefine Success 1:01:32

1M ago1:01:32

1:01:32

In this transformative episode, Lisa and Emily sit down with Tammy Cho, international bestselling author and Self-Love & Energy Leadership Mentor, for an unfiltered and deeply resonant dialogue on healing, authenticity, and alignment. Tammy shares her incredible journey from nursing burnout to energetic awakening, weaving together Human Design, NLP…

1
An American Pope Media Frenzy, Jayson Tatum Take-a-Palooza, and the Reemergence of Joe Biden 1:01:41

1M ago1:01:41

1:01:41

Hello, media consumers! Bryan and David are back on this Monday edition to talk about the election of a new Pope and the media frenzy it spawned (1:00), the week of Jayson Tatum takes (8:00), NBC’s plans for the future of its basketball coverage, including Michael Jordan (17:00), and new media ventures being unable to come up with compelling names …

1
Who You Can Trust? White Hat Capitalism: Dave Nadig on Finding Purpose in Finance 1:07:00

1M ago1:07:00

1:07:00

How a 30-year ETF veteran learned to prioritize human flourishing over profit maximization Guest: Dave Nadig - 30-year veteran of the ETF industry, financial blogger, and advocate for pro-flourishing capitalism Key Moments: [03:13] Dave shares how his childhood on a farm shaped his financial mindset, developing a scarcity mentality from growing up …

1
25 for 25: Brian Windhorst on the Future of NBA Reporting 1:20:54

2M ago1:20:54

1:20:54

Hello media consumers! This week, please enjoy a little J-School (1:00) before Bryan and Joel are joined by ESPN basketball reporter Brian Windhorst to talk about his path to ESPN and whether it’s replicable, the place good reporting has in our modern media ecosystem, the dreaded aggregators, Gregg Popovich stories, and what direction he sees the f…

1
Transition - Navigating Family Wealth with David Werdiger 51:06

2M ago51:06

51:06

Guest: David Werdiger, Director of Nathanson Pearson and bestselling author of "Transition: How to Prepare Your Family and Business for the Greatest Wealth Transfer in History" Key Discussion Points: [03:00] David discusses joining the family business - how being the youngest of five children with a significant age gap influenced his decision not t…

1
Navigating Chaos with Boundaries, Breath, and a Bull-Sized Dose of Joy 46:13

2M ago46:13

46:13

In this real-talk Taurus-season episode of The Conscious Collaboration Podcast, Lisa and Emily dive deep into what it means to reclaim your energy in a chaotic world. Drawing from Lisa’s recent summit presentation and Emily’s personal transitions, they explore how chaos can be both catalyst and teacher—if you have the tools and awareness to ride th…

1
The Retail Rally Trap | Kris Sidial on Market Fragility and the Risks of Buy the Dip 59:52

2M ago59:52

59:52

In this episode, Kris Sidial joins Jack Forehand and Brent Kochuba to break down the mechanics of tail risk hedging, why most volatility strategies fail, and how his team approaches dislocations in the market. We explore what's really driving volatility behind the scenes, the evolving market structure, and why the current environment may be far mor…

1
Sports Media’s Familial Obsession, a Fascinating John Fetterman Profile, and Cold-Calling the President 1:28:24

2M ago1:28:24

1:28:24

Hello, media consumers! Bryan and David are here this Monday to discuss sports media’s evolving coverage of athletes’ families and significant others after recent stories about Bill Belichick, Jax Ulbrich, and John Haliburton (1:00). Then, they run through a handful of bite-size topics, including a new entry in the running for worst question ever a…

1
Talking Billions - The 150th Episode - Answering Your Questions :) 59:50

2M ago59:50

59:50

Thank YOU! For all excellent questions! [00:00] Episode Highlights [03:00] Introduction and Milestone Celebration [06:00] Setting the Stage[08:00] Investment Philosophy and Starting a Career[10:00] Business Valuation Approaches[12:00] Essential Investment Skills[13:00] Portfolio Structure and Management[15:00] Position Sizing and Client Alignment[1…

1
Wisdom from Omaha: Timeless Lessons from Buffett's Farewell Address + The Berkshire Pilgrimage: Reflections on Principles that Endure 13:34

2M ago13:34

13:34

TWO articles, ONE episode, less than 15 minutes. I'm sharing my thoughts from ahead of the Berkshire Hathaway 2025 meeting, and right after. Still fresh memories and thoughts from a historic meeting. Save it, share it, listen at your convenience, and find the text versions on Substack. I'm curious to hear your reactions after the event. Please find…

1
Guy Spier: The Irrecoverable Error | Risk, Ruin, and the Rules of Wealth | Practical Lessons 1:06:31

2M ago1:06:31

1:06:31

This episode originally aired on Excess Returns on 4/28/2025. Enjoy! In this episode, Matt Zeigler and Bogumil Baranowski dive deep into the timeless investing wisdom of Guy Spier. Drawing from Spier’s interviews on both Excess Returns and Talking Billions, they explore crucial ideas about investing, risk, decision-making, and living a meaningful l…

1
Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap 51:50

2M ago51:50

51:50

Are we heading toward a recession—or just stuck in macroeconomic purgatory? In this episode of Excess Returns, Dave Nadig and Matt Zeigler sit down with Cameron Dawson, CIO of NewEdge Wealth, to explore the uncertain territory between headline-driven panic and hard data reality. From the implications of sweeping tariffs to the capital account war n…

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