Jack Forehand
@practicalquant
Quant Investor - Validea Capital | Excess Returns: http://youtube.com/excessreturns
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Cool milestone for us today. Thank you to everyone who has watched our shows and all the great guests who have taken the time to join us. Hopefully just the beginning. @JJCarbonneau @CultishCreative @DaveNadig @spotgamma
Ruth bought him McDonald's when he had no lunch money. Marty bought his first track spikes. His parents made a pact that broke a cycle. Some people run in circles. Tyrone Ross (@tr401) runs in spirals. T.O.N.J. New Intentional Investor on @EpsilonTheory!
VALUE: After Hours (S07 E35): Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler Full episode here: tinyurl.com/3nch6vwu
In a short-term world, here's a way to extend your thinking. Thinking in decades, not quarters with Mr. 100 Baggers (@chriswmayer), Mr. Warren Buffett way (@RobertGHagstrom) + @bogumil_nyc and me as hosts for @excessreturnpod The 100 Year Thinkers: youtu.be/-8_cz5i4RxM?si…
youtube.com
YouTube
2.4% Create Nearly All the Gains | Chris Mayer and Robert Hagstrom on...
Our chat with @JjCarbonneau, @practicalquant and @CultishCreative on: * How to Stick With Your Investing Strategy When It Gets Hard * The One Habit That Separates Great Investors From Everyone Else * Why Character Beats IQ in Investing Every Time * Why Writing Down Your Thoughts…
VALUE: After Hours (S07 E35): Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler Full episode here: tinyurl.com/3nch6vwu
Why do markets feel so different ever since COVID? @WarrenPies breaks down his "debasement" framework and why it’s (still) reshaping everything - from how we view cash to hard assets. Recession risk, AI, market valuations, + more. NEW @excessreturnspod youtu.be/UsPH2154j6Q?si…
youtube.com
YouTube
You're Getting the Regime Wrong | Warren Pies on What Debasement...
🎙️New Excess Returns with @dampedspring We look at the economy and market through Andy's four pillar system ☑️The implications of AI capex spend ☑️Why Fed Independence Isn't as important as you think ☑️The wide dispersion of potential outcomes youtu.be/ANS6n9FUbFk
youtube.com
YouTube
The $1 Trillion Problem | Andy Constan on the Economic Risks of Big...
New Excess Returns with @JulianMI2 ☑️ The case for the end of US dominance ☑️ Why inflation could spike again ☑️ The importance of price confirmation ☑️ What history tells us about soft landings ☑️ A lot more youtu.be/E7NGq-v6OeI
Excess Returns' @JJCarbonneau @practicalquant and @CultishCreative join @farnamjake1 and me on Value: After Hours LIVE TODAY at 1.30pm E / 10.30am P / 5.30pm UTC / 3.30am AEST Watch it on the Acquirers Podcast channel: youtube.com/channel/UCJ27F……………
We all know AI will require a lot of electricity. But where will it come from? And who will be the beneficiaries? We are joined by Tortoise Capital's Rob Thummel this week to find out. youtu.be/ea3vHOZiWRs
youtube.com
YouTube
The AI Boom That Can't Scale | Rob Thummel on the Power Constraint...
"If you can't come up with a logical reason why something will impact S&P 500 earnings, it's likely something that should be faded." We are not click-bait, we are Click Beta. New episode on @excessreturnpod w/ @CameronDawson @DaveNadig @CultishCreative youtu.be/u9g7jIOfOQ8?si…
youtube.com
YouTube
80% of Earnings Growth Came from One Place | Cameron Dawson on What...
🎙️ New Excess Returns with @NoelConvex ☑️ Navigating volatility regimes ☑️ Inside the dispersion trade ☑️ Interpreting the VIX ☑️The impact of 0DTE options ☑️ A lot more youtu.be/-Gr4zSffH8I
youtube.com
YouTube
You Can Blow Up Both Ways | 30-Year Vol Trader Noel Smith on Surviv...
🎙️ New Excess Returns with @awealthofcs ☑️ What a high CAPE ratio really means ☑️ Will margins ever mean revert? ☑️ What to make of market concentration ☑️ Are we in 1996 or 1999? ☑️ The long-term impact of AI youtu.be/B3QPj8vYi5U
youtube.com
YouTube
You're Misreading Valuations | Ben Carlson on Why Tech Broke Mean...
Yesterday, I had the great opportunity of joining Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) from the Excess Return Podcast for the third monthly edition of Jim Paulsen show. Please take a listen! PaulsenPerspectives.Substack.com youtu.be/JIgu0-iFvWw
youtube.com
YouTube
You're Misreading This Bull Market | Jim Paulsen on the Major...
🎙️ New Jim Paulsen Show w/@jimwpaulsen • Why more bull market support may be coming • Narrow leadership vs. broadening participation • Bonds, inflation, and “fear trades” • What to make of long-term valuation shifts youtu.be/JIgu0-iFvWw
youtube.com
YouTube
You're Misreading This Bull Market | Jim Paulsen on the Major...
I had the pleasure of being a guest on the Excess Returns show with @JJCarbonneau and @practicalquant! Excess Returns is a great investing YouTube channel I have been following for 4 years now and have learned a lot from, so it was a honor to share some of my thoughts and…
Business Insider, Yahoo, Axios - @SamRo is one of the few journalists who can break news AND keep perspective. I've wanted to interview Sam Ro forever (extra Sandlot) about his viral 10 truths post. FOLLOW YOUR HEART KID cc: @ckaiwu @excessreturnpod youtu.be/OVgLvCa2fTI?si…
youtube.com
YouTube
Average Returns Are a Lie | Sam Ro on 10 Stock Market Truths Invest...
From chemical engineer, to exposing $250m worth of missing Medicaid dollars, to some of the best data visualizations I've seen - you have to meet @EricPachman I got the backstory for you. Out now on The Intentional Investor via @EpsilonTheory!
🎙️ New OPEX Effect @spotgamma and I take a detailed look at the big upcoming September options expiration and what he is seeing behind the scenes. youtu.be/0BQrJzfGmYM
youtube.com
YouTube
Vol Is Crushed. Risk Isn’t | What the Largest OPEX In History Tells...
Out of my million @donnelly_brent questions, we made it to: - Why he'll "never be a perma bear" - Using LLMs for day trading headlines - The August re-acceleration thesis (and abandoning it) - FX as Trump's tariff "exhaust valve" - misc. Radiohead trivia youtu.be/KAu8ZgQfZ6c?si…
youtube.com
YouTube
This Market is Breaking All the Rules | Brent Donnelly on How to...
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