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 | 500 | Founded | a year ago | Last Issue | 46 hours ago |
| Active | |||||
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excessreturnspod.substack.comLatest Issues
David Rosenberg on Why He Wants the Bonds Everyone Hates — and Where He's Hiding in Stocks
David Rosenberg returns to Excess Returns to explain his bullish case for Treasury bonds, why he expects inflation and economic growth to slow, and the risks he sees in an AI-driven stock market. The Rosenberg Research founder joins Matt Ze...
Full Transcript: David Rosenberg on Bonds, Gold, and Tail Risk
Matt: Welcome to Excess Returns, the channel that makes complex investing ideas simple enough to actually use, where better questions lead to better decisions. He’s now Rosie the Riveting ETFer, at least on the TSX. It’s David Rosenberg. We...
We Asked Franklin Templeton's CEO What AI Won't Replace — And If Private Markets Belong in Your 401k
Franklin Templeton CEO Jenny Johnson joins Matt Zeigler to explore how AI, blockchain tokenization, and private markets are reshaping investing and asset management. They discuss what these changes mean for individual investors, from person...
Full Transcript: Jenny Johnson on the Future of Asset Management
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 Matt Zeigler, and my guest today is the CEO of Franklin Templeton Inves...
The List Is Public. It Still Outperformed For 28 Years | Alex Edmans on What Markets Don't Measure
Alex Edmans joins Kai Wu on The Intangible Economy to explore behavioral finance, market inefficiencies, and why investors overlook intangible assets such as employee satisfaction, innovation, and brand strength. Drawing on his book The Mad...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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We take complex investing topics and make them understandable for everyday investors.
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