Best Matt Freedman Podcasts (2025)

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The Case for Permanently Higher Market Valuations | Jim Paulsen 1:08:52

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6h ago1:08:52

1:08:52

Subscribe on Apple Podcsasts ⁠https://podcasts.apple.com/us/podcast/the-jim-paulsen-show/id1828054999⁠ Subscribe on Spotify ⁠https://open.spotify.com/show/3QaBDVGuBZ3cZfFZ4mqPFc⁠ Subscribe on YouTube ⁠https://www.youtube.com/excessreturns

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The Liquidity Trap Door | Cem Karsan on Why We Are Likely in a Bubble, It Could Get Bigger, And What Pops It 1:04:48

2d ago1:04:48

1:04:48

In this episode, Cem Karsan returns to Excess Returns to break down the market through the lens of liquidity, reflexivity, and options-driven market structure. We cover why he believes we are in a bubble but still early in its trajectory, the mechanics behind today’s volatility dynamics, the role of AI spending in sustaining the cycle, and why trad…

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CHGO CUBS RELATED: What the Cubs Can (and Can’t) Copy from the Dodgers and Jays? 1:00:20

3d ago1:00:20

1:00:20

The Cubs look close — but are they really built like October teams such as the Dodgers and Blue Jays? Corey and Brendan break down how roster construction, lineup philosophy, and the absence of a true middle-order slugger shape the team’s ceiling. Plus, what the Jays’ aging rotation and contact-heavy approach reveal about building sustainably — and…

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REPORT CARD: Is Matt Shaw the FUTURE of 3B for the Chicago Cubs? | CHGO Cubs Podcast 1:00:31

3d ago1:00:31

1:00:31

Subscribe to our NEW CHGO Cubs YouTube channel! https://www.youtube.com/@CHGO_CubsMatt Shaw had his fair share of ups and downs during 2025. Did Shaw do enough to prove that he is the future 3B for the Cubs? Should the Cubs look to make a splash this free agency for a new 3B? Join the CHGO Cubs crew, Luke Stuckmeyer, Joey Christopolous, and Jordan …

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How To Predict Fantasy Football Breakouts Every Year - RotoViz Overtime 42:39

4d ago42:39

42:39

Do you want to know how to accurately predict the biggest fantasy breakouts every season? Shawn Siegele and Colm Kelly explain how to identify the players that are ready to surpass expectations and lead your team to victory by combining statistics, trends, and team dynamics. Shawn uses his offseason Jaxon Smith-Njigba research to reveal his player …

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REPORT CARD: Is Miguel Amaya the Catcher of the FUTURE for the Chicago Cubs? | CHGO Cubs Podcast 1:00:44

4d ago1:00:44

1:00:44

Subscribe to our NEW CHGO Cubs YouTube channel! https://www.youtube.com/@CHGO_CubsGrades are in! After Miguel Amaya's brutal early season injury, how did Carson Kelly and Reese McGuire fill in? Do the Cubs have a clear future at the catcher position with Amaya? How concerned should fans be post-injury? Plus, the CHGO Cubs crew reacts to Game 4 of t…

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The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet 1:07:18

4d ago1:07:18

1:07:18

Kai Wu of Sparkline Capital joins Excess Returns to discuss his paper Surviving the AI CapEx Boom. In this episode, Kai breaks down the unprecedented level of investment in AI infrastructure, why today’s AI buildout mirrors past technology booms, and what it all means for investors. He explores the parallels between AI and historic bubbles, the imp…

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The Inflation Risk Investors Miss | Nancy Davis 39:22

5d ago39:22

39:22

In this episode of Excess Returns, we speak with Nancy Davis, founder and CIO of Quadratic Capital Management and the mind behind the innovative fixed income ETFs IVOL and BNDD. Nancy shares her insights on how investors are unknowingly short volatility in their portfolios, the role of options and convexity in fixed income, and how her ETFs seek to…

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Is Pete Alonso a REALISTIC option this offseason for the Chicago Cubs? | CHGO Cubs Podcast 1:00:12

5d ago1:00:12

1:00:12

Subscribe to our NEW CHGO Cubs YouTube channel! https://www.youtube.com/@CHGO_CubsPete Alonso, Kyle Schwarber, Alec Bregman, Kyle Tucker, Cody Bellinger, or Euguenio Suarez; which hitters are MOST likely to sign with the Cubs this offseason? Dylan Cease, Framber Valdez, Ranger Suarez, or Zac Gallen; which pitchers are MOST likely to sign? The CHGO …

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3 Decisions I Regret from Fantasy Draft Season 42:07

6d ago42:07

42:07

Colm Kelly takes a look back at fantasy draft season and reveals my biggest draft regrets. From unexpected busts, reaching for rookies that have not panned out, to overlooking players who are now dominating the league, Colm shares why he made those decisions and what he has learned from them to help you avoid similar pitfalls in the future. Timesta…

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REPORT CARD: Did Jed Hoyer do ENOUGH for the 2025 Cubs? | CHGO Cubs Podcast 39:26

6d ago39:26

39:26

Subscribe to our NEW CHGO Cubs YouTube channel! https://www.youtube.com/@CHGO_CubsGrades are in! Did Jed Hoyer do enough in 2025 to set the Cubs up for success? Was Hoyer aggressive enough at the Trade Deadline? Was trading for Kyle Tucker a smart move?An ALLCITY Network ProductionTIMESTAMPS0:00 Show Start2:00 Cease to Cubs?17:00 Harper a trade can…

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The 40 CAPE Conundrum | Meb Faber on What High Valuations Mean for Markets 1:00:47

6d ago1:00:47

1:00:47

In this episode of Excess Returns, Meb Faber joins the show to discuss valuations, diversification, trend following, value investing, and the evolution of markets and investor behavior over the past two decades. Meb shares insights from his upcoming book, lessons from 400 years of market history, and how investors can position themselves for the ne…

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Everyone Feared Recession. His Data Said Otherwise | US Bank CIO Eric Freedman on What It Says Now 59:15

7d ago59:15

59:15

Eric Freedman, Chief Investment Officer at US Bank Wealth, joins Excess Returns to discuss markets, the economy and his investment process. Freedman shares his “control the controllables” investment framework, why he’s maintained a glass-half-full view on the U.S. economy, and how data—not emotion—drives portfolio decisions. The conversation covers…

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Most Never Escape Stage 3 | Rick Ferri on the Education of an Index Investor 1:01:59

9d ago1:01:59

1:01:59

In this episode of Excess Returns, we welcome back Rick Ferri, founder of Ferri Investment Solutions and host of the Bogleheads on Investing podcast. Rick shares timeless insights on the evolution of an investor’s education, the pitfalls of complexity, and how to build portfolios that are simple, low-cost, and behaviorally sustainable. The discussi…

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ICYMI: How Many Trees Do You Plant To Create An Orchard (Bonus Show) - RotoViz Overtime 46:17

9d ago46:17

46:17

Originally Posted APR 28, 2023. Have you ever eaten an apple? Ever been to an orchard? Ever thought about creating one? Well, that's what Colm did this past weekend! Shawn Siegele and Colm Kelly discuss a variety of non-football-related topics. What upcoming event have they purchased tickets for? What are their latest TV and Film recommendations? P…

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Investing in a Liquidity Dominated Market | Remi Tetot 1:05:40

9d ago1:05:40

1:05:40

In this episode of Excess Returns, Matt Zeigler talks with macro strategist and author Remi Tetot, known as “The Mad King.” They explore how liquidity, policy, and narratives have reshaped markets over the last decade, why fundamentals have lost their grip, and how investors can adapt to a fractured global cycle. The conversation spans macro themes…

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CHGO Cubs Related: Does Difference Between 1st Half & 2nd Half Cubs Matter in 2026? 1:01:26

10d ago1:01:26

1:01:26

Chicago Cubs President Jed Hoyer suggested that the first half and second half differences are not an anomaly. Corey and Brendan contrast those differences -- and why the Cubs front office may be think this way on today's CHGO Cubs Related Podcast. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collec…

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Will the Chicago Cubs DECLINE Shota Imanaga’s 2026 option? | CHGO Cubs Podcast 1:00:25

10d ago1:00:25

1:00:25

Subscribe to our NEW CHGO Cubs YouTube channel! https://www.youtube.com/@CHGO_CubsJed Hoyer spoke after the season about Shota Imanaga's future in Chicago. Will the Cubs' pick up the option to keep Shota? Or does Jed see a better way to spend the $20m due to Shota in 2026? Plus, the San Francisco Giants and Los Angeles Angels hired new managers! Jo…

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The WolfDen Podcast With Jason Freedman Episode 3 - With Chris Terry and Jim Mesveskas 47:42

10d ago47:42

47:42

🏠 EPISODE 3: Building Real Estate Empires in Bucks County & Beyond | Jason Freedman x Chris Terry x Jim Mesveskes Welcome to Episode 3 of The Jason Freedman Podcast — the show that gives you a front-row seat to the people, stories, and strategies driving success in Bucks County real estate. 🎙 WHAT YOU’LL LEARN IN THIS EPISODE 🔹 The Bucks County Adv…

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Michael Busch SNUBBED for 2025 NL Silver Slugger Award | CHGO Cubs Podcast 59:20

11d ago59:20

59:20

Pete Crow-Armstrong, Nico Hoerner, and Kyle Tucker were all named finalists for National Silver Slugger at their respective positions. HOWEVER, one notable name was left off the nominations at 1B. Michael Busch was snubbed for Pete Alonso, Freddie Freeman, and Matt Olson. Was Busch a Top 3 offensive 1B in the National League in 2025? Plus, Tarik Sk…

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The 4% That Drive All Returns | Larry Swedroe on What You're Getting Wrong About the S&P 500 1:05:04

11d ago1:05:04

1:05:04

In this episode of Excess Returns, Larry Swedroe returns to discuss the biggest risks and opportunities facing investors today. From tariffs and immigration to AI and private credit, Larry shares evidence-based insights on how to think about markets without relying on forecasts. He explains why diversification is essential, how investors can “sin a…

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Will Cade Horton be the Cubs’ ACE in 2026? | CHGO Cubs Podcast 58:26

12d ago58:26

58:26

Subscribe to our NEW CHGO Cubs YouTube channel! https://www.youtube.com/@CHGO_CubsThe World Series is set! The Los Angeles Dodgers will take on the Toronto Blue Jays. Who will WIN? Plus, Dave Dombrowski made some interesting comments about Bryce Harper. Should the Cubs’ entertain a Harper trade? Finally, Cade Horton ended the season looking like an…

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The Regime Change No One Sees | Adam Parker on Why Valuations Are Lying to You 58:48

12d ago58:48

58:48

Adam Parker, founder and CEO of Trivariate and Trivector Research, joins Excess Returns to discuss how fundamental, quantitative, and macro perspectives intersect to shape markets today. Parker shares his long-term bullish case for U.S. equities, why traditional valuation signals no longer work, the biggest risks he sees for investors, and how AI, …

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WEEK 8 Waiver Wire Gems You NEED to Add Now! 35:09

13d ago35:09

35:09

Colm Kelly reveals which two rookies are his two priority adds for NFL Week 8 and why you need them on your roster now to stay ahead of the competition. Whether you're looking to replace an injured star or bolster your bench, Colm talks through it all to get you ready for a fantasy football playoff push! Players discussed include Oronde Gadsden II,…

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Could the Dodgers REALLY sign Kyle Tucker away from Cubs? | CHGO Cubs Podcast 58:51

13d ago58:51

58:51

Subscribe to our NEW CHGO Cubs YouTube channel! https://www.youtube.com/@CHGO_CubsThe Dodgers have advanced to the 2025 World Series after Shohei Ohtani's legendary performance in Game 4 of the NLCS. After the Dodgers advanced, Jon Heyman reported that the Dodgers are "expected to pursue" Kyle Tucker in free agency. Are the Dodgers ruining baseball…

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The Bear Stearns Moment | Ben Hunt on How Private Credit Unravels 1:02:25

14d ago1:02:25

1:02:25

Ben Hunt returns to Excess Returns to break down the hidden risks building inside private credit and the parallels between today’s “alternative asset managers” and the shadow banking system that triggered the 2008 financial crisis. Using the Godfather’s Tessio as a metaphor for betrayal and broken trust, Ben explains how opacity, leverage, and narr…

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The Case That We Are in the Early Stages of an AI Bull Market | Gene Munster and Doug Clinton 55:16

16d ago55:16

55:16

In this episode of Excess Returns, Gene Munster and Doug Clinton of Deepwater Asset Management join Justin and Jack to explore the technological, economic, and investing implications of AI. They discuss why they believe we’re still in the early stages of a multi-year bull market driven by AI, how the technology is reshaping jobs and productivity, a…

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I Just TRADED Cam Skattebo, Will I Regret It? 33:11

17d ago33:11

33:11

Colm Kelly recently traded Cam Skattebo after his impressive NFL Week 6 performance, and now he's wondering how much he might regret it. He explains his reasons for that trade and for moving players like Chase Brown, Tee Higgins, and Jordan Addison. As he considers the possible effects on his teams, do you think he was right or wrong to make these …

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CHGO Cubs Related: How the Chicago Cubs Fell Short in 2025 & What Jed Hoyer Must Do This Offseason 1:22:50

17d ago1:22:50

1:22:50

The Chicago Cubs fell short of their 2025 goals, losing Game 5 of the NLDS to the Milwaukee Brewers, and now all eyes are on Jed Hoyer to build a stronger roster for 2026. In this episode of CHGO Cubs Related, hosts Corey Freedman and Brendan Miller break down what went wrong this season — from roster construction to late-season struggles — and wha…

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TUCKER or BELLINGER: Who should play OF for the Chicago Cubs in 2026? | CHGO Cubs Podcast 1:00:13

17d ago1:00:13

1:00:13

Subscribe to our NEW CHGO Cubs YouTube channel! https://www.youtube.com/@CHGO_CubsHow will the Cubs spend their money in 2026? Is bringing back Kyle Tucker actually an option?! Would the Cubs think about reuniting with Cody Bellinger? The CHGO Cubs crew, Luke Stuckmeyer and Joey Christopolous as they debate! Plus, the crew reacts to more Jed Hoyer'…

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Buffett, Sun Tzu and the Ancient Art of Risk Taking | Tobias Carlisle 1:05:10

17d ago1:05:10

1:05:10

Buy Toby's Bookhttps://amzn.to/478SMBfIn this episode of Excess Returns, we sit down with Tobias Carlisle, founder and portfolio manager at the Acquirers Fund, and author of the new book “Soldier of Fortune: Warren Buffett’s Sun Tzu and the Ancient Art of Risk Taking.” Tobias joins Matt Zeigler and Bogumil Baranowski to explore how timeless strateg…

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Jed Hoyer SPEAKS and Cubs Gold Glove Finalists Announced | CHGO Cubs Podcast 59:35

18d ago59:35

59:35

Subscribe to our NEW CHGO Cubs YouTube channel! https://www.youtube.com/@CHGO_CubsIt’s the annual State of the Cubs Address. Chicago Cubs President of Baseball Operations Jed Hoyer talks after the Cubs season ends in the NLDS. Hoyer lays out the plan of the offseason and offeres his opinion on the Cubs offense, Kyle Tucker’s free agency, a decision…

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Timeless Lessons from a Trend Following Legend | Jerry Parker 59:02

18d ago59:02

59:02

In this episode of Excess Returns, Jerry Parker joins us for a deep dive into the philosophy and practice of trend following. As one of the original Turtle Traders, Jerry shares lessons from Richard Dennis and Bill Eckhardt, explores how trend following has evolved over the decades, and offers timeless wisdom on markets, psychology, and risk manage…

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How do the Chicago Cubs REPLACE Kyle Tucker this Offseason? | CHGO Cubs Podcast 59:04

19d ago59:04

59:04

Subscribe to our NEW CHGO Cubs YouTube channel! https://www.youtube.com/@CHGO_CubsWill Shota Imanaga's 2026 option be picked up? How do the Cubs replace Kyle Tucker? Should the Cubs bring back Caleb Thielbar, Brad Keller, Colin Rea, or Drew Pomeranz? Is Ian Happ declining? Can Matthew Boyd repeat his 2025 season? How will Justin Steele bounce back …

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Finding The Week 7 Waiver Wire Gems 35:18

20d ago35:18

35:18

Who should you target on the Week 7 Waiver Wire? Colm Kelly discusses the top options and who might bring championship upside to your fantasy football team. Players discussed include Kayshon Boutte, Kimani Vidal, Harold Fannin, and more. Timestamps: 0:00 Intro 2:00 NFL Week 7 overview 5:00 WR 12:00 TE 14:00 RB 20:00 QB 30:00 Outro Subscribe to the …

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Are the Milwaukee Brewers LOSERS for Flying the L after their NLDS win? | CHGO Cubs Podcast 1:03:29

20d ago1:03:29

1:03:29

Subscribe to our NEW CHGO Cubs YouTube channel! https://www.youtube.com/@CHGO_CubsAfter winning the NLDS, the Milwaukee Brewers celebrated on the field with an "L" Flag. Is this just part of a rivalry or do the Brewers acting like a little brother? After, the CHGO Cubs crew gives "Thumbs Up or Thumbs Down" to Cubs player's seasons. Join Luke Stuckm…

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The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on Finding the Next Great Compounders 59:13

20d ago59:13

59:13

Subscribe on Spotify https://open.spotify.com/show/5IsVVM27KWP6SUW6KN2ife Subscribe on Apple Podcasts https://podcasts.apple.com/us/podcast/the-100-year-thinkers-long-term-compounding-in-a-short-term-world/id1845466003 Subscribe on YouTube https://youtube.com/@excessreturns

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Chicago Cubs ELIMINATED by Milwaukee Brewers in NLDS Game 5 | CHGO Cubs POSTGAME Podcast 1:22:33

22d ago1:22:33

1:22:33

The Chicago Cubs’ 2025 postseason ends in heartbreak as the Milwaukee Brewers eliminate them in NLDS Game 5. Despite strong performances from Seiya Suzuki, Pete Crow-Armstrong, and Dansby Swanson, the Cubs’ offense couldn’t overcome Milwaukee’s clutch hitting. With the win, the Brewers advance to face the Los Angeles Dodgers in the NLCS. Join the C…

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Investing in a Debasement Regime | Warren Pies 1:02:25

22d ago1:02:25

1:02:25

Warren Pies joins Excess Returns to discuss why he believes we’ve entered a “Debasement Regime,” what that means for investors, and how it differs from the post-GFC deflationary era. He explains the psychology behind this shift, how it’s changing market behavior, and what it means for asset allocation, gold, bonds, small caps, and the Federal Reser…

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CHGO Cubs Related: Chicago Cubs vs Milwaukee Brewers NLDS Game 5 Preview 59:25

23d ago59:25

59:25

The Chicago Cubs and Milwaukee Brewers face off in a do-or-die NLDS Game 5 in Milwaukee, with everything on the line. Corey and Brendan break down how Craig Counsell will use Shota Imanaga and a heavily-used bullpen to challenge Christian Yelich, Jackson Chourio, and the Brewers’ powerful lineup. If the Cubs win, they advance to face the Los Angele…

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Could This Hack WIN You to a Fantasy Football Title? 38:35

24d ago38:35

38:35

Is now the ideal time to acquire some of our favorite rookies who haven't quite broken out yet? Could you get players like TreVeyon Henderson and RJ Harvey at a dynasty discount before they start to shine in the NFL and improve your fantasy football roster, whether you're rebuilding or a serious contender! Timestamps 0:00 Intro 1:00 Is now the perf…

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Chicago Cubs FORCE Game 5 vs Milwaukee Brewers! NLDS TIED! | CHGO Cubs POSTGAME Podcast 1:15:56

24d ago1:15:56

1:15:56

Matthew Boyd was brilliant for the Chicago Cubs as the starting pitcher, helping them force a decisive Game 5 against the Milwaukee Brewers! With clutch hitting from Kyle Tucker, Ian Happ, Dansby Swanson, and Seiya Suzuki, Chicago tied the NLDS in a thrilling Game 4. The Brewers fought hard with Freddy Peralta on the hill, but Chicago refuses to go…

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The Four Pillars of Macro - And What They Say About This Market | Andy Constan 1:07:47

24d ago1:07:47

1:07:47

Andy Constan returns to Excess Returns to break down today’s macro environment using his Four-Pillar Framework — growth, inflation, risk premia, and flows. Drawing on lessons from his time at Bridgewater and Brevan Howard, Andy explains how he blends systematic and discretionary approaches to form a clearer picture of markets. He discusses the AI-d…