Excess Returns

Excess Returns

Excess Returns

539 - Even God Would Be Fired | Wes Gray on Bubbles, AI Valuations and Why Size Was Never the Edge
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.
539 - Even God Would Be Fired | Wes Gray on Bubbles, AI Valuations and Why Size Was Never the Edge
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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.

Episodes

539-

Even God Would Be Fired | Wes Gray on Bubbles, AI Valuations and Why Size Was Never the Edge

25 Jul 2026
538-

Not a Time for Big Bets | Aahan Menon on What 60 Years of Regime Data Says About Today’s Market

23 Jul 2026
537-

We Asked the Man Who Mapped the AI Economy If the Boom Is Real — And Who Keeps the Money

21 Jul 2026
536-

It Only Happens at Bottoms | Andy Constan on the Options Extreme That Showed Up at the Highs

18 Jul 2026
535-

Jack Schwager on Timeless Lessons from Elite Traders

16 Jul 2026