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
Worth your time!
"In the financial world, you can be insolvent forever, but you can't be illiquid for a moment." Ben Hunt (@EpsilonTheory) breaks down why First Brands and Tricolor might be private credit's Bear Stearns moment. The trust is broken. What happens next? youtu.be/Tse3LRe3-3I?si…
youtube.com
YouTube
The Bear Stearns Moment | Ben Hunt on How Private Credit Unravels
"In the financial world, you can be insolvent forever, but you can't be illiquid for a moment." Ben Hunt (@EpsilonTheory) breaks down why First Brands and Tricolor might be private credit's Bear Stearns moment. The trust is broken. What happens next? youtu.be/Tse3LRe3-3I?si…
youtube.com
YouTube
The Bear Stearns Moment | Ben Hunt on How Private Credit Unravels
There have been a lot of weird things going on in the market. We got a big volatility spike on a small decline. We also broke the single day options volume record on that same day In the latest OPEX Effect, @spotgamma is back to break it all down. youtu.be/U2WKD2PPBSg
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YouTube
Fragile Rally. Big Vol Spike. Credit Risks Rising | What the Options...
There is a lot of talk about overspending on AI. But what if its benefits will far exceed that investment? @munster_gene and @dougclinton join us to make that case and give us a behind the scenes look at what is going on. NEW @excessreturnpod youtu.be/0sbjWB26TsI
youtube.com
YouTube
You're Misreading the AI Boom | Gene Munster and Doug Clinton on What...
Tobias Carlisle’s new book on Buffett delivers what few can: a genuinely fresh perspective on a well-told story. An instant classic — please see Matt’s note below about our Excess Returns podcast episode with Tobias 🎧🎙️ a perfect weekend listen 👌
"In games with a risk of ruin, survival IS victory." @Greenbackd just wrote a book connecting Warren Buffett to Sun Tzu's Art of War. Sounds weird. Makes perfect sense. @bogumil_nyc + I had questions - out now @excessreturnpod youtu.be/ReNBlNtL5RE?si…
youtube.com
YouTube
You Must Survive to Compound | Tobias Carlisle on Buffett’s Sun Tzu...
VALUE: After Hours (S07 E35): During their recent episode, Taylor and Carlisle were joined by Justin Carbonneau, Jack Forehand, and Matt Zeigler. They discussed: Why Writing Down Your Thoughts Makes You a Smarter. Investor. Full excerpt here: tinyurl.com/5b8c3pr7
I think this new show is my favorite thing we have ever put out. Everyone (including me) thinks in short time frames these days. We could use some insights from investors like @chriswmayer and @RobertGHagstrom who think in decades (with @CultishCreative and @bogumil_nyc)
"In games with a risk of ruin, survival IS victory." @Greenbackd just wrote a book connecting Warren Buffett to Sun Tzu's Art of War. Sounds weird. Makes perfect sense. @bogumil_nyc + I had questions - out now @excessreturnpod youtu.be/ReNBlNtL5RE?si…
youtube.com
YouTube
You Must Survive to Compound | Tobias Carlisle on Buffett’s Sun Tzu...
Why do most investors kill their returns chasing comfort? @rjpjr12 on the importance of outliers letting profits run, embracing discomfort, the keys to trend following, and more. NEW @excessreturnpod youtu.be/S9eaY627eyo
youtube.com
YouTube
40% Win Rate. Outliers Do the Rest | Jerry Parker on What You’re...
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…
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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…
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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
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YouTube
The $1 Trillion Problem | Andy Constan on Why Strong Growth Numbers...
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
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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…
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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
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YouTube
You Can Blow Up Both Ways | 30-Year Vol Trader Noel Smith on Surviv...
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