Podcast Index

Podcasts

Browse podcasts by category, open recent episodes, and download audio to listen offline.

Excess Returns Excess Returns Excess Returns Chroniques Radio Chroniques Radio L'ODJ Média Minnesota Wild News Today | 2 Min News | The Daily News Now! Minnesota Wild News Today | 2 Min News | The Daily News Now! The Daily News Now! Chicago News Today | 2 Min News | The Daily News Now! Chicago News Today | 2 Min News | The Daily News Now! The Daily News Now! Chicago White Sox Today | 2 Minute News | The Daily News Now! Chicago White Sox Today | 2 Minute News | The Daily News Now! The Daily News Now! Yoga Nidra & Beyond | Ayla Nova Yoga Nidra & Beyond | Ayla Nova Yoga Nidra & Beyond Gate 14 Podcast Gate 14 Podcast Gate 14 Podcast Power Hour LSU with CarterThePower Power Hour LSU with CarterThePower Carter Lisa & Russell Lisa & Russell GOLD96FM and iHeart Australia San Jose News Today | 2 Min News | The Daily News Now! San Jose News Today | 2 Min News | The Daily News Now! The Daily News Now! St. Louis News Today | 2 Min News | The Daily News Now! St. Louis News Today | 2 Min News | The Daily News Now! The Daily News Now! SBS Mandarin - SBS 普通话电台 SBS Mandarin - SBS 普通话电台 SBS El Larguero El Larguero SER Podcast Carrusel Deportivo Carrusel Deportivo Bill Stammplatz – Fußball News täglich Stammplatz – Fußball News täglich BILD SBS Indonesian - SBS Bahasa Indonesia SBS Indonesian - SBS Bahasa Indonesia SBS Strawberry Letter Strawberry Letter iHeartPodcasts Locked On Giants - Daily Podcast On The New York Giants Locked On Giants - Daily Podcast On The New York Giants Locked On Podcast Network, Patricia Traina Genstart Genstart DR Fitzy, Wippa & Kate Fitzy, Wippa & Kate Nova Podcasts The Steve Harvey Morning Show The Steve Harvey Morning Show iHeartPodcasts Renungan Harian GMAHK 2026 Renungan Harian GMAHK 2026 Manna Multimedia Ministry supported by Juju Juanda OMR Education OMR Education OMR Education / Rolf Hermann / Andre Alpar / Tarek Müller Jean & Mike Do The New York Times Crossword Jean & Mike Do The New York Times Crossword MP The Bo Sanchez Podcast The Bo Sanchez Podcast The Abundance Network On the Way to New Work - Der Podcast über neue Arbeit On the Way to New Work - Der Podcast über neue Arbeit Christoph Magnussen & Michael Trautmann Happy Place Happy Place Fearne Cotton The Accounting Podcast The Accounting Podcast Blake Oliver & David Leary Podcast Rezandovoy Podcast Rezandovoy Rezandovoy Money Making Conversations Master Class Money Making Conversations Master Class Rushion McDonald Age Better with Liz Earle Age Better with Liz Earle Liz Earle The Burt Selleck Podcast The Burt Selleck Podcast Joy Road Media The Miku Real Japanese Podcast | Japanese conversation | Japanese culture The Miku Real Japanese Podcast | Japanese conversation | Japanese culture Miku NTD Evening News NTD Evening News NTD Evening News Die Sache mit der Liebe – über Beziehungen Die Sache mit der Liebe – über Beziehungen WELT Life After MLM Life After MLM Roberta Blevins ELANA 5 a.m. Club ELANA 5 a.m. Club ELANA Trading
Excess Returns

All

Excess Returns

Excess Returns

We Asked Meb Faber Why US Stocks Won for 250 Years — And If It Can Continue

July 05, 2026 6:20am 1:01

Meb Faber, co-founder and CIO of Cambria Investment Management, joins Excess Returns to discuss his new book, Investing in America: The Rise of a 250 Year Bull Market.We explore why the United States became one of the gr...

Semis Gone Parabolic. Fed Credibility Reversal. Can the Rally Survive the Flows?

July 03, 2026 4:45pm 1:04

In this episode of Last Call, we look back at June 2026 and break down the biggest market stories shaping investors’ outlook for the second half of the year. Matt Zeigler and Jack Forehand are joined by Andy Constan, Ben...

The AI Trade, the Fed and the Next Phase of the Bull Market | Warren Pies

July 02, 2026 3:54am 55 min

Warren Pies of 3Fourteen Research joins Excess Returns to break down the AI bull market, the macro risks investors should watch, and why the data still supports continued strength in semiconductors and equities. We discu...

He Wrote the Book on Why Moats Fail | Ritavan on What Actually Compounds Instead

July 01, 2026 6:56am 1:11

Ritavan joins Excess Returns to explain The System Gambit, a new framework for understanding competitive advantage, business strategy, AI disruption and long-term compounding. We discuss why traditional moat checklists c...

The 100 Year Thinkers: Chris Mayer on SpaceX, AI Reckoning, and Why Early Is Overrated

June 27, 2026 3:24pm 58 min

On this episode of the 100 Year Thinkers, Chris Mayer and Matt Zeigler discuss long-term investing, 100-baggers, AI stocks, SpaceX valuation, founder-led companies, and why the best investments often come with brutal dra...

We Asked GMO’s Head of Asset Allocation Why This Bubble is Easy — But Investors Will Get it Wrong

June 24, 2026 8:25am 1:09

Ben Inker of GMO joins Excess Returns to break down whether the AI boom is an investment bubble, how it compares to 2000, 2007 and 2021, and why today’s risk may be more about earnings than valuations. We also discuss AI...

Finding Quality Growth in Emerging Markets with Ian Smith

June 22, 2026 6:52am 57 min

Ian Smith, portfolio manager at William Blair, joins Excess Returns to break down emerging markets, global diversification, and why EM may offer a very different opportunity set than US stocks. We discuss AI capex, the r...

The $2 Trillion Question | Tobias Carlisle on SpaceX, the AI Buildout, and the Rotation No One Sees

June 20, 2026 8:10am 58 min

Tobias Carlisle joins Excess Returns to discuss why today’s market may be setting up a major opportunity in value stocks, small caps and micro caps. We cover stretched market valuations, AI capex, SpaceX and other massiv...

The Trillion Dollar Gap | Aswath Damodaran on SpaceX, AI and the Big Market Delusion

June 18, 2026 8:00pm 1:08

Professor Aswath Damodaran joins Kai Wu on The Intangible Economy to break down how to value SpaceX, AI companies, intangible assets, and the future of value investing.We discuss why big markets do not automatically crea...

Andy Constan on the SpaceX IPO, AI CapEx, and the End of the Buyback Tailwind

June 16, 2026 1:55pm 59 min

In the third episode of First Principles with Andy Constan, Andy breaks down the changing structure of markets as the IPO window reopens, AI CapEx accelerates, and corporate buybacks shift toward new equity supply. We di...

The SpaceX IPO Meets a Huge Options Expiration | Brent Kochuba on What Comes Next

June 13, 2026 1:27pm 1:08

In this episode of The OPEX Effect, Jack Forehand and Brent Kochuba break down the market structure impact of the SpaceX IPO, options expiration, dealer gamma, volatility, and the next major setup for the S&P 500 and Nas...

Mike Green on What Happens When Passive Flows Meet the Largest IPO in History

June 11, 2026 8:10am 43 min

Mike Green joins Excess Returns to explain why passive investing, index construction, SpaceX, AI IPOs and mega-cap concentration may be changing how the stock market actually works. We discuss how passive flows can affec...

We Asked Vanguard’s Chief Economist Why AI Has Two Huge Tails — And Which One Wins

June 09, 2026 6:50am 48 min

AI could become the next general purpose technology, reshaping economic growth, inflation, interest rates and portfolio construction. Vanguard Global Chief Economist Joe Davis joins Excess Returns to explain why AI, demo...

The SpaceX IPO… What Happens When $1.75 Trillion Meets 4% Float

June 06, 2026 11:10am 56 min

On the latest Click Beta, Matt Zeigler, Dave Nadig and Cameron Dawson discuss what could happen when SpaceX goes public and why this IPO may be as much a market structure problem as a valuation problem.They break down th...

Tech Spending Has a Cash Problem | Jim Paulsen on the Two Signals That Could Trigger a Correction

June 04, 2026 3:50pm 1:01

Jim Paulsen returns to Excess Returns to discuss why he is increasingly concerned about a meaningful stock market pullback, even though he does not expect a bear market. We cover the extreme divide between AI-driven “new...

He Quantified 200 Years of Disruption | Kai Wu on Separating Software Survivors from Value Traps

June 02, 2026 11:26am 1:03

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 ...

The Three Cracks in the AI Trade | Ben Hunt, Brent Kochuba and Aahan Menon on What Could Derail the Market's Biggest Bet

May 30, 2026 3:00pm 1:08

In this episode of Last Call, we break down one of the most confusing market backdrops in years: AI-driven earnings optimism, rising oil and inflation risk, stretched options positioning, and the market impact of a poten...

Cheap Is a Warning, Not a Thesis | Adam Parker on What This Market Is Really Pricing

May 28, 2026 9:42am 49 min

Adam Parker returns to Excess Returns to explain why the market may be trading more on future fundamentals than investors think, how AI is reshaping stock selection, and why traditional valuation signals may be less usef...

He Built the Fund He'd Hold 30 Years | Eric Crittenden on What Investors Pick When Labels Come Off

May 26, 2026 8:59am 1:06

Eric Crittenden joins Matt Zeigler and Jason Buck for a deep dive into trend following and managed futures.They discuss why systematic macro trend investing works, how risk transfer creates a return premium, and how tren...

Cliff Asness on Bubbles, Private Equity and His Research Greatest Hits

May 23, 2026 4:00am 1:18

Cliff Asness returns to Excess Returns for a greatest hits tour through some of his most important and entertaining investing ideas.We discuss bubble logic, today’s AI market comparisons, why volatility still matters as ...

Submit Your Favorite Station

Fill in the form below. Make sure to select both Country and Genres.

Name
Category
Hold Ctrl (Cmd on Mac) to select multiple.
Streaming URL
Logo (JPG, JPEG or PNG)

Contact us

Send us a message below. We will get back to you within 24 hours.

Subject
Your name
Email address
Station or page URL
Message
What is 17 plus 5?
We also attach your country, browser, current page, and device details to help us investigate issues.