May 4, 2026
We Asked Rich Bernstein and Chris Davis Why This Market Isn’t as Safe as It Feels
1 hour 10 minutes
Podcast · Inglés
Excess Returns
Excess Returns
Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, with the goal of helping those who watch and listen become better long term investors, all in twenty minutes or less per episode.
Episodes
Ordered by publication date.
May 1, 2026
We Asked Ben Hunt, Jim Paulsen, Kevin Muir and Brent Kochuba Why Bad News Can’t Break This Market
1 hour 7 minutes
Apr 29, 2026
Richard Bernstein on Finding Opportunity in a Narrow Market
1 hour 2 minutes
Apr 27, 2026
Chris Davis on Durability, AI Disruption, and the Risks Investors Are Missing
1 hour 2 minutes
Apr 24, 2026
Buy High, Sell Higher | Travis Prentice on Dispersion, Passive's Structural Risk and Why 52 Week Highs Don't Mean What You Think
59 minutes
Apr 22, 2026
The Secular Plateau | Chris Bloomstran on Why We May Be at Peak Valuations
1 hour 8 minutes
Apr 19, 2026
We Asked David Rosenberg Why He Owns Almost No US Stocks — and What He Holds Instead
1 hour 5 minutes
Apr 17, 2026
The Resilience No One Trusts | Brent Donnelly on Why War and Oil Haven’t Broken This Market
1 hour 4 minutes
Apr 15, 2026
The Bear Market No One Sees | Liz Ann Sonders on the Real Story Indexes Hide
1 hour 4 minutes
Apr 13, 2026
The Forever Invariable Truth | Jim Grant on War, Inflation, and What Comes Next
1 hour 3 minutes
Apr 11, 2026
The Market the Tweets Can’t Break | What the Options Market Tells Us About What Comes Next
1 hour 9 minutes
Apr 9, 2026
The Risk at the End of the Whip | GMO’s Tom Hancock on Finding Conviction Amid the AI Hype
58 minutes
Apr 8, 2026
The Walmart Indicator Just Hit 2008 Levels | Jim Paulsen on the Big Difference This Time
59 minutes
Apr 6, 2026
The Inevitability No One Sees | $11 Billion Tech Manager on What Investors Miss About AI
1 hour 2 minutes
Apr 3, 2026
The Signal Before the Spike | Katie Stockton on What the Charts Tell Us About What Comes Next
48 minutes
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