In this episode, dive into the complex world of tariffs, national debt, and economic policies under the current administration. With the S&P down 4% and markets reacting to recent policy…
Tag: The Education of a Financial Planner
Most Great Traders Failed First: These Key Rules Saved Them | Practical Lessons from Jack Schwager
In this episode, Matt and Jack dive into the timeless wisdom of Jack Schwager, renowned author of the Market Wizards series. Drawing from two insightful interviews with Schwager, they explore…
75% of Investors Will Disagree with These Ideas: Evidence Says They are True
In this episode, we dive into the most controversial takes from our podcast guests. Inspired by a brilliant question from Meb Faber (thanks, Meb!), we’ve compiled insights from top financial…
The Great Moderation is Over: Here is What Comes Next | Practical Lessons from Liz Ann Sonders
In this episode, we break down key lessons from our conversation with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, exploring timeless investment principles and market dynamics that remain…
Seven Great Investors Break Down the Struggles of Value Investing
In this episode, Jack and Matt dive deep into the state of value investing with special guest Tobias Carlisle, founder of the Acquirers Funds and author of multiple books on…
Practical Lessons from Bob Elliott
In this compilation episode of Excess Returns, hosts Jack Forehand and Matt Zeigler bring you the most valuable insights from their conversations with Bob Elliott, former head of Ray Dalio’s…
Practical Lessons from Warren Pies
In this episode, Jack and Matt dive deep into unique perspectives on markets and investing through the lens of Warren Pies and Fernando Vidal’s innovative research approaches. They explore: A…
Practical Lessons from Cem Karsan | Inside the Hidden Forces Moving Markets
In this episode of Excess Returns, Matt and Jack explore key lessons from one of our most popular guests, Cem Karsan. Through selected clips from multiple interviews, they unpack Karsan’s…
Practical Lessons from Jim Paulsen
In this episode, Matt and Jack break down key insights from our interview with market strategist Jim Paulsen. Paulsen offers unique perspectives on how markets have evolved over his 40-year…
Practical Lessons from Jason Buck | The Benefits of an All-Weather Investment Strategy
In this episode, Jack and Matt dive deep into their conversation with Jason Buck about building truly robust investment portfolios that can withstand any market environment. Moving beyond the typical…