Excess Returns
We take complex investing topics and make them understandable for everyday investors. Subscribe to get new interviews every week with great investors and deep dives into topics like macroeconomics, value investing, factor investing, and more.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 312 | Founded | 9 months ago | Last Issue | 4 days ago |
| Active | |||||
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excessreturnspod.substack.comLatest Issues
Financial Risk Has Quietly Left the Banks | Marc Rubinstein on Where it Went
Marc Rubinstein joins Excess Returns to explain what private credit, bank earnings, insurance balance sheets, fintech growth, and arbitrage firms reveal about the modern financial system. The conversation covers why private credit risks may...
Full Transcript: Marc Rubinstein on Private Credit, Banks, and Fintech
Matt: You’re watching Excess Returns, the channel that makes complex investing ideas simple enough to actually use, where better questions lead to better decisions. I’m joined today by the author and creator of what has to be the must-read...
He Invested Through Five Bubbles | Andy Constan on What They Taught Him About AI
First Principles with Andy Constan launches with a deep dive into market bubbles, AI, semiconductor stocks, and the financial conditions that can turn powerful technological change into a dangerous investment regime. Andy explains how bubbl...
New Show: First Principles with Andy Constan
We’re excited to announce the launch of a new show on the Excess Returns network: First Principles with Andy Constan.
There are plenty of shows that offer opinions on the latest moves in the market and the economy. First Principles is buil...
Full Transcript: First Principles with Andy Constan - Episode 1
Justin: Welcome to the first episode of First Principles with Andy Constan. Andy, thank you so much for doing this with us. We’re excited for you to be here with us today.
Andy: Yeah, I’m excited too. It’s gonna be interesting.
Justin: Th...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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We take complex investing topics and make them understandable for everyday investors.
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