Business

Excess Returns

by Excess Returns

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Today’s combined position on our country charts.

Mexico · Business

#151

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Ranking history

History builds daily. We started tracking this show on the Business chart recently, so the trend line appears after a second day of data.

About the show

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.

Latest episodes

Katie Stockton Still Sees a Bull Market. So Why Is Her ETF Only 50% in Stocks?

October 8, 2026 · 42 min

Katie Stockton of Fairlead Strategies explains why the S&P 500 can reach record highs while many individual stocks struggle. She sees the bull market as intact, but weaker participation raises an important question for diversified…
Tom Maher on Small-Cap Investing, AI Infrastructure and Opportunities Beyond Big Tech

October 7, 2026 · 1 hr 6 min

Tom Maher of Hilton Capital Management explains what is changing for small-cap stocks as earnings improve and AI spending reaches beyond big tech. After years of justified large-cap leadership, he sees reasons to revisit smaller companies…
Ed Yardeni Still Sees S&P 10,000 by 2029. So Why Is He Getting More Cautious?

October 4, 2026 · 59 min

Ed Yardeni of Yardeni Research explains why he still sees the S&P 500 reaching 10,000 by 2029, even as higher oil prices and bond yields make him more cautious near term. His destination hasn't changed, but the timetable has: he has pushed…
The 10-Year Hit a 24-Year High. Nobody Is Buying Puts. Are You Watching the Wrong Market?

October 3, 2026 · 56 min

Andy Constan, Brent Kochuba and Eric Pachman examine rising bond yields, options positioning and the inflation risks facing stocks. What happens if the rate relief traders are betting on never arrives? On this month's Last Call, Jack…
They Beat All US Stock Funds Since 2003 | Michael Baron on the AI Winners Investors Miss

October 1, 2026 · 1 hr 2 min

Michael Baron of Baron Capital explains his case for AI beneficiaries beyond the biggest tech stocks, including software companies the market fears will be disrupted. He joins Matt Zeigler and Justin Carbonneau to discuss how competitive…
The Game Was Rigged in Their Favor. 28% Went Bust Anyway | Kris Abdelmessih on How to Size Bets

September 29, 2026 · 50 min

How much of your portfolio does a good investment idea deserve? Kris Abdelmessih of Moontower joins Matt Zeigler to explain why having an edge is only part of the decision: position size can determine whether favorable odds translate into…
We Asked the Data Journalist Who Rebuilt the Jobs Report What the Headline Number Hides

September 26, 2026 · 1 hr 14 min

What are headline jobs and inflation numbers missing about the economy investors actually face? Eric Pachman of Data 4 The People joins Matt Zeigler to examine how a changing workforce, rising fuel costs, and differences in household…
He Lost $157,000 in 3 Minutes | Jack Raines on the Lesson Winning Never Taught Him

September 23, 2026 · 60 min

Jack Raines turned $6,000 into roughly $400,000 trading SPACs, then lost $157,000 in three minutes after taking a very different bet. The author of Young Money joins Matt Zeigler to discuss what that experience taught him about investing…