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practicalquant's profile picture. Quant Investor - Validea Capital | Excess Returns: http://youtube.com/excessreturns

Jack Forehand

@practicalquant

Quant Investor - Validea Capital | Excess Returns: http://youtube.com/excessreturns

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Jack Forehand
@practicalquant
Sep 14

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

practicalquant's tweet image. 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
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Matt Zeigler
@CultishCreative
Dec 19

"You're fine!" say the poverty metrics. "But, we are not?!" say the people. @GestaltU essay on the poverty debate became a conversation worth capturing with @EpsilonTheory. Watch, share, discuss with us: youtu.be/eT8KGz2r8Ts

CultishCreative's tweet card. The Bureau of Missing Children | Ben Hunt and Adam Butler on the...

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The Bureau of Missing Children | Ben Hunt and Adam Butler on the...

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Systematic Microcaps ⚙️
 @systvest
Dec 17

Strong recommend! Learned a lot from listening. Very inspiring. Now have new ideas to test in my ML systems. Will redirect all ML newcomers with Q's to this H/t the @P123Finance AIFactor crowd @GfI_Himmelreich @Quant_Morales @Quant_Kurtis @Scifospace @InmanRoshi @VSai2314 ...

practicalquant's profile picture. Quant Investor - Validea Capital | Excess Returns: https://t.co/Qc8NFhlJvh
Jack Forehand
@practicalquant
Dec 17

There has been a lot of talk about how to use AI in investing. This week, we sit down with someone who is actually using it to build real-world strategies. We talk to Pictet Head of Quantitative Investments David Wright about how he and his team do it. youtu.be/cpsI13lulQY

practicalquant's tweet card. The Alpha No Human Can Find | David Wright on Machine Learning's...

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The Alpha No Human Can Find | David Wright on Machine Learning's...

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practicalquant's profile picture.
Jack Forehand
@practicalquant
Dec 17

There has been a lot of talk about how to use AI in investing. This week, we sit down with someone who is actually using it to build real-world strategies. We talk to Pictet Head of Quantitative Investments David Wright about how he and his team do it. youtu.be/cpsI13lulQY

practicalquant's tweet card. The Alpha No Human Can Find | David Wright on Machine Learning's...

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The Alpha No Human Can Find | David Wright on Machine Learning's...

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Excess Returns Podcast
 @excessreturnpod
Dec 17

Most investing mistakes don’t start with bad math. They start with bad labels. We sat down with Chris Mayer and Robert Hagstrom this week for the latest episode of the 100 Year Thinkers. Here are five things we learned excessreturnspod.substack.com/p/the-labels-t…

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Matt Zeigler
@CultishCreative
Dec 15

What do you call looking for professional insights outside your profession? Few in investing tap the diversity @RobertGHagstrom and @chriswmayer do. @bogumil_nyc and I built our final 100 Year Thinkers on @excessreturnpod about it: youtu.be/L15V8PQClXM?si…

CultishCreative's tweet card. The Wall Street Labels That Trap You: Chris Mayer & Robert Hagstrom...

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The Wall Street Labels That Trap You: Chris Mayer & Robert Hagstrom...

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Excess Returns Podcast
 @excessreturnpod
Dec 13

“Inflation isn’t the problem. Growth is.” Five lessons we learned from our most recent interview with @jimwpaulsen excessreturnspod.substack.com/p/the-growth-p…

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practicalquant's profile picture.
Jack Forehand
@practicalquant
Dec 13

Come for our terrible takes on AI data centers in space and 25% GDP growth. Stay for @spotgamma breaking down what is going on behind the scenes as we head into what looks like the largest options expiration ever. The New Opex Effect is out. youtu.be/RFrZzi5I3DA

practicalquant's tweet card. Magnet Above. Trap Door Below | What the Options Market Tells Us...

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Magnet Above. Trap Door Below | What the Options Market Tells Us...

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Jack Forehand
@practicalquant
Dec 11

“It worked too well” We sit down with @yardeni to discuss why he is downgrading the Mag Seven after having an overweight rating on Tech for 15 years. youtu.be/NKqXEsq3Flk

practicalquant's tweet card. He Was Overweight Tech for 15 Years. He Just Downgraded the Mag Seven...

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He Was Overweight Tech for 15 Years. He Just Downgraded the Mag Seven...

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Excess Returns Podcast
 @excessreturnpod
Dec 10

“An investment environment can become so familiar as essentially to become invisible, and that's where the danger lies.” The five biggest lessons we learned from our interview with Graeme Forster excessreturnspod.substack.com/p/the-water-yo…

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Matt Zeigler
@CultishCreative
Dec 8

Any time I want to understand how a company works, I check for a @bizbreakdowns episode. With all @ReustleMatt has in his head from recording over 200 episodes, I wanted to see if we could do an ELI5 episode of @excessreturnpod on RESEARCH. We did(!): youtu.be/NzIajMzgpY0?si…

CultishCreative's tweet card. The Single Most Important Metric | Matt Reustle on the Patterns That...

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The Single Most Important Metric | Matt Reustle on the Patterns That...

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Excess Returns Podcast
 @excessreturnpod
Dec 7

“It seems clear to me that what defines a major top or a major bottom is some particular absurdity that you can hardly imagine the human race is capable of inflicting on itself.” The five biggest lessons we learned from our interview with Jim Grant excessreturnspod.substack.com/p/a-century-of…

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Jack Forehand
@practicalquant
Dec 7

“An investment environment can become so familiar as essentially to become invisible, and that's where the danger lies.” I sit down with Graeme Forster to discuss six courageous questions investors should be asking heading into 2026. youtu.be/BgcW0W_jWcg

practicalquant's tweet card. The Risk is in the Water | Graeme Forster on Six Courageous Questions...

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The Risk is in the Water | Graeme Forster on Six Courageous Questions...

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Barney
@BeagleInvesting
Dec 2

Stop what you are doing and go listen to this 🔥 A lot of wisdom for free $SPY

practicalquant's profile picture. Quant Investor - Validea Capital | Excess Returns: https://t.co/Qc8NFhlJvh
Jack Forehand
@practicalquant
Dec 1

We have now asked over 200 guests our standard closing question: If you could teach one lesson to the average investor, what would it be? In our latest episode, we bring the answers from our most popular guests together into one compilation. youtu.be/BBUjByklA7g

practicalquant's tweet card. You’re Missing the Most Important Lesson | 50 Great Investors Share...

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You’re Missing the Most Important Lesson | 50 Great Investors Share...

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Jim Paulsen
 @jimwpaulsen
Dec 2

Monday, I had the great pleasure of again joining @practicalquant and @jjcarbonneau from the Excess Return Podcast for a fourth monthly edition. Thanks for taking a watch & listen. PaulsenPerspectives.Substack.com youtube.com/watch?v=a030S6…

jimwpaulsen's tweet card. The Growth Trap No One Sees | Jim Paulsen on the Real 20-Year Crisis...

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The Growth Trap No One Sees | Jim Paulsen on the Real 20-Year Crisis...

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practicalquant's profile picture.
Jack Forehand
@practicalquant
Dec 1

We have now asked over 200 guests our standard closing question: If you could teach one lesson to the average investor, what would it be? In our latest episode, we bring the answers from our most popular guests together into one compilation. youtu.be/BBUjByklA7g

practicalquant's tweet card. You’re Missing the Most Important Lesson | 50 Great Investors Share...

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You’re Missing the Most Important Lesson | 50 Great Investors Share...

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Matt Zeigler
@CultishCreative
Nov 28

The "AI will lead to a productivity boom" story requires about $4 trillion in capital. But sustaining that capital reallocation requires way bigger story. It will take a WWII-scale sacrifice. Which is why @EpsilonTheory is calling it WWAI. OUT NOW: youtu.be/T2hsjeCrRp0?si…

CultishCreative's tweet card. The Job Loss is the Plan | Ben Hunt on the Risks of World War AI

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The Job Loss is the Plan | Ben Hunt on the Risks of World War AI

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Matt Zeigler
@CultishCreative
Nov 26

You might think you know @DaveNadig. Fintech pioneer/ETF expert/music nerd/etc. But, how he got here matters - like when Cramer called him a criminal, or the climbing accident that completely changed his philosophy on winning... New Intentional Investor out now @EpsilonTheory

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Excess Returns Podcast
 @excessreturnpod
Nov 26

Our conversation with Louis-Vincent Gave was one of the most eye-opening we have had in a long time. Here are the five biggest lessons we learned. excessreturnspod.substack.com/p/what-investo…

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Matt Zeigler
@CultishCreative
Nov 26

Everyone thinks China's collapsing. Louis-Vincent Gave (@gave_vincent) says you're missing the brute force industrial strategy. More engineers than non-engineers Electric capacity > US + Europe combined The mispricing of the decade⁉️ @excessreturnpod youtu.be/OuJxZ67PwNk?si…

CultishCreative's tweet card. The Real Estate Bust Was the Plan | Louis-Vincent Gave on China's...

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The Real Estate Bust Was the Plan | Louis-Vincent Gave on China's...

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thecytadel's profile picture. The Cytadel: The AI Macro Terminal. Research, data, charts, and intelligence — unified into one workflow. Launching in January 2026

The Cytadel (Former The Mad King)

@thecytadel
JaredKubin's profile picture. Hedge Fund Founder. Dad. HBS .🐊⚾️Isaiah 41:10. No One is Coming. Die Empty. Viking. War Horse. Whatever it Takes.Everything is a Test.*NOT INVESTMENT ADVICE*

Jared L Kubin

@JaredKubin
jliemandt's profile picture. Principal at Alpha School. Follow me to help transform education for 1 billion kids.

liemandt

@jliemandt
JohnTinsman's profile picture. Low Marginal Cost, High Growth, Profitable Companies Founder @AOTINVEST PM to AOTG ETF Dad 4X

John Tinsman

@JohnTinsman
owenbjennings's profile picture. executive officer and head of business @blocks (NYSE: $XYZ) / mediocre chef / live free or die

OBJ

@owenbjennings
brent_schutte's profile picture. Chief Investment Officer, Northwestern Mutual Wealth Management Company (@NM_Financial). Responsible for retail investment strategy.

Brent Schutte

@brent_schutte
LS_funds's profile picture. Since 2013, Liquid Strategies has been applying a layer of index option investing to traditional bond and stock portfolios via SMA, ETF, and interval funds.

Liquid Strategies

@LS_funds
jetsxfactor's profile picture. Jets X-Factor is a credentialed media company producing analytical and film-focused New York Jets content. @RobbySabo @Michael_Nania @Joerb31

Jets X-Factor

@jetsxfactor
AahanPrometheus's profile picture. Founder @prometheusmacro

@aahan_prometheus

@AahanPrometheus
paisitfwd's profile picture. Strategist @SimplifyAsstMgt | President @CFAOC | IC @SHFBOC | IC Wealth Consulting Group | Building Better Portfolios Podcast ⤵️

Paisley Nardini, CFA, CAIA

@paisitfwd
Gingfacekillah's profile picture. Sports Bettor & Retail Trader. JD/MSc Grad. Statistical Sports Models with R & Excel. Bayesian Enthusiast. Pricing Uncertainty.

Andrew Mack

@Gingfacekillah
RA_Insights's profile picture. Globally recognized #InvestmentAdvisor and leader in #SmartBeta #EnhancedIndexing and #InvestmentStrategies. Disclosures: https://t.co/LVdgwzqdE9

Research Affiliates

@RA_Insights
Informed_Mo's profile picture. Helping clients build better portfolios

Travis Prentice

@Informed_Mo
markoinny's profile picture. Former Chief Strategist / coHead of Global Research JPM, II Hall of Fame, BSC, BofA/ML, Physics PhD NYU. Gandalf, man who move(d) markets. Not Financial Advice

Marko Kolanovic

@markoinny
LizThomasStrat's profile picture. Head of Investment Strategy at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old.

Liz Thomas

@LizThomasStrat
LizAnnSonders's profile picture. Chief Investment Strategist, Schwab Center for Financial Research. Disclosures: https://t.co/UPkjXTgKSM

Liz Ann Sonders

@LizAnnSonders
CameronDawson's profile picture. Chief Investment Officer at NewEdge Wealth⚡️CFA Charterholder⚡️will never solicit in messages

Cameron Dawson

@CameronDawson
joceyreyes209's profile picture. CEO of Brocade from start up to $24B market cap. Made Forbes list. God, Family and Freedom. Posts about stocks are my opinions and NOT financial advice.

The Real Greg Reyes

@joceyreyes209
ppearlman's profile picture. Founder, Pearl Institute. Get Healthy, Perform Better.

Pearl

@ppearlman
EricJorgenson's profile picture. Collector of useful ideas & fine equities. CEO @Scribemediaco. Wrote Almanack of @Naval, @Balajis, @elonmusk soon. Invest in @aaloatomics @terraformindies etc

Eric Jorgenson 📚 ☀️

@EricJorgenson
PaddyG96's profile picture. I grow YouTube channels. 10 billion+ views generated. 10+ years of experience. Worked w: @Jesser @MrBeast @RedBull & many more. Building a YouTube accelerator.

Paddy Galloway

@PaddyG96
jimwpaulsen's profile picture. PhD economist by training. 40 years as a Chief Investment Strategist still following the economy & financial markets at https://t.co/XFuESv9MaD

Jim Paulsen

@jimwpaulsen
JohnMayer's profile picture. LIFE with John Mayer on @SiriusXM - Channel 14 @lifewithjm

John Mayer

@JohnMayer
mpardieck's profile picture. peaceful warrior, critical thinker, believer in humanity, author, advisor

Warrior Whispers

@mpardieck
HewesComm's profile picture. Since 1993 | PR & digital strategy for asset management | Deep media relationships. Sharp content. Amplifying expertise. *Posts may include client coverage.

Hewes Communications

@HewesComm
NikLentz's profile picture. 25x UFC Top Ten vet. Quantitative research, System Building and trader - God, Family, Team - https://t.co/JRNt3IadL0 @DSMMAPrivate

Nik “The Carny” Lentz

@NikLentz
ttmygh's profile picture. Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Von Greyerz. Retweets ≠ endorsements. Likes = bookmarks. WONT SHILL CRYPTO

Grant Williams

@ttmygh
yardeni's profile picture. Unlock your financial potential. Gain a competitive edge with clear analysis and expert commentary on the economic indicators that drive the market.

Yardeni Research

@yardeni
bportnoy_'s profile picture. CEO of @shapingwealth, author of The Geometry of Wealth, and former (and maybe someday again) owner of @brianportnoy.

Brian Portnoy

@bportnoy_
deanbphillips's profile picture. Recovering Congressman, dad, entrepreneur, and Gold Star Son. We must make courage, common sense, and cooperation cool again. Everyone’s Invited! 🇺🇸

Dean Phillips

@deanbphillips
HandlerRich's profile picture. CEO Jefferies. “Be a good person." https://t.co/lAuCsf2nOO

Rich Handler

@HandlerRich
JOrdonezJr's profile picture. VP - Financial Education at Alpha Architect. Quantitative Value, Momentum & Trend. ☕️

Jose Ordoñez Jr.

@JOrdonezJr
SnippetFinance's profile picture. Daily easy to digest Snippets on: stocks | investing | finance; Find them all here ➜ https://t.co/ZgEtl1mCWX

Snippet Finance

@SnippetFinance
YuriKhodjam's profile picture. CIO @Temaetfs. Tweets are personal opinions and not financial advice. Learn more at https://t.co/1HA66vpnz1

Yuri Khodjamirian, CFA

@YuriKhodjam
GeorgeAlderman_'s profile picture. @NASA Comms | Former: @RepHaridopolos & @MichaelgWaltz | Florida Man in DC | @StetsonU / @JohnsHopkins alum | Opinions are my own 🇺🇸☀️🚀

George Alderman

@GeorgeAlderman_
TMTMoats's profile picture. I Talk About the TMT Sector & Deconstructing the Investment Process. Covering TMT for 20+ years. All Views/Opinions are not Investment Advice.

Conch Shell Capital

@TMTMoats
QCompounding's profile picture. 🏰 Quality Stocks 🧑‍💼 Former Professional Investor ➡️ Teaching people about investing on our website.

Compounding Quality

@QCompounding
Citrini7's profile picture. Thematic, Cross-Asset Investment Research

Citrini

@Citrini7
bogumil_nyc's profile picture. Founder | Investment Advisor | Author of Money, Life, Family | TEDx Speaker | Talking Billions Host | NOT INVESTMENT ADVICE, Full Disclosure on the Firm's Site

Bogumil Baranowski

@bogumil_nyc
p_millerd's profile picture. books should be sexy: https://t.co/MksBywsKcV

Paul Millerd

@p_millerd
altcap's profile picture. Founder - Altimeter Capital & Invest America. Luck befalls the curious mind. Views here personal. @investamerica24 @bg2pod @altimetercap

Brad Gerstner

@altcap
EquityQuant's profile picture. Co-Founder @ mu Capital Management | We deliver data-driven equity solutions powered by ML and finance theory. Pythonista, golfer and golf course photographer

Marcial Messmer

@EquityQuant
justLBell's profile picture. NYC heart, Pittsburgh genes, Cali dreams. Stock market student, cheerleader of people.

Lindsey Bell

@justLBell
NoelConvex's profile picture. Institutional Investor, Market-Maker/Floor Trader 20+ years. Founder of Chicago Options Market-Making, Prop and HFT firms at the CBOE & CME | Board Member

Noel Smith

@NoelConvex
Ozard_OfWiz's profile picture. To strive, to seek, to find, and not to yield. Light as a feather, firm as a rock, flexible as water. Simple works best! Market Yoga!

Jim Panzee

@Ozard_OfWiz
StocktonKatie's profile picture. Founder of Fairlead Strategies; Chartered Market Technician; ETF Portfolio Manager; @CNBC Contributor

Katie Stockton, CMT

@StocktonKatie
achenfinance's profile picture. Blue collar financial economist (codes, debugs, daily) @federalreserve. https://t.co/d4vMeEAZZy. Bitter Lesson Pilled. 🇺🇸! Views are my own.

Andrew Chen

@achenfinance

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