Perimeter Desk
Perimeter Listening / Investing
Jack Forehand · Justin Carbonneau · Matt Zeigler
Excess Returns brings investment managers, researchers, and market thinkers into extended conversations about how investing works. Jack Forehand, Justin Carbonneau, and Matt Zeigler contribute different perspectives across the network’s interviews and discussions. Recurring subjects include factor strategies, diversification, valuation, behavioral mistakes, and economic conditions. The feed also features segments from related shows, making it useful to select episodes by the specific problem or guest rather than listening strictly in order.
Listen for
The show
Investment interviews and research discussions · Excess Returns
The Desk’s listening note
Listen for the assumptions behind a strategy and compare how different guests handle the same portfolio problem.
Who it’s for
Investors and advisers who are comfortable with basic market terminology and want thoughtful explanations of research, portfolio design, and competing investment philosophies.
A useful place to start
Find an interview about diversification or factor investing, read its topic list, and note the guest’s explanation of when the approach can disappoint.
From connected public feeds
Loading collected reading…
The people behind the microphone
The publisher names Jack Forehand, Justin Carbonneau, and Matt Zeigler. Individual episodes and related network segments use different combinations of hosts.
President, Validea; Excess Returns co-host
Jack Forehand is president of Validea and co-host of Excess Returns. He has helped develop the firm’s systematic investment models and is a co-author of The Guru Investor. A CFA charterholder and CFP professional, he brings experience with quantitative strategies to interviews about factors, portfolio construction, investor behavior, and the challenges of following an investment process.
Host profile Official profileVice president, Validea; Excess Returns co-host
Justin Carbonneau is vice president of Validea, where his responsibilities include sales, partnerships, and media relations. He co-hosts Excess Returns and contributes to the network’s investment discussions with Jack Forehand and Matt Zeigler. Carbonneau holds an MBA from the University of Connecticut. His work connects investment research with the questions facing individual investors and financial professionals.
Host profile Official profileManaging director, Sunpointe Investments; Excess Returns co-host
Matt Zeigler is a managing director and private wealth adviser at Sunpointe Investments, a content editor at Panoptica, and a co-host of Excess Returns. He also writes and produces work under the Cultish Creative name. His conversations connect money and markets with personal experience, culture, and the stories that influence how people make decisions.
Host profile Official profileSources & further reading
Profile checked September 18, 2026. Editorial notes are Perimeter’s interpretation.