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 | 342 | Founded | 9 months ago | Last Issue | 6 days ago |
| Active | |||||
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excessreturnspod.substack.comLatest Issues
Full Transcript: Jim Paulsen on Markets, New Era Stocks, and Oil
Justin: Jim, welcome back. Thanks for jumping on with us today.
Jim: Oh, it’s great to be here, Justin. Thanks.
Justin: We always like to do these talks with you monthly, where we talk about a whole host of things relating to the market,...
He Quantified 200 Years of Disruption | Kai Wu on Separating Software Survivors from Value Traps
Kai Wu of Sparkline Capital joins Excess Returns to break down his latest research on AI disruption, software stocks, value traps, and intangible moats. We discuss why software valuations have collapsed, why traditional value investing can...
Full Transcript: Kai Wu on Software Stocks, AI Disruption, and Moats
Justin: Hey, Kai. Welcome back.
Kai: It’s good to be back, guys.
Justin: Our audience is familiar with you. You’ve been on the podcast a few times. We always like having you back because in addition to running Sparkline Capital and managi...
The Market Cares About Fundamentals — Just Not Yours | The Weekly Wrap - 5/31/2026
This week’s Excess Returns Weekly Wrap breaks down the best investing insights from Adam Parker, Robert Hagstrom, and Eric Crittenden. We discuss why the market may still be trading on fundamentals, why valuation alone can fail as a stock-p...
Full Transcript: The Excess Returns Weekly Wrap - 5/31/2026
Jack: Welcome to the Excess Returns Weekly Wrap. I’m Jack Forehand, and I’m joined by a man who’s been dropping some incredibly deep life wisdom on LinkedIn.
Matt: What did I do on LinkedIn?
Jack: So I’m scrolling through the other day, y...
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We take complex investing topics and make them understandable for everyday investors.
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