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
“Just because Wall Street creates it, you don’t have to buy it.” @Rick_Ferri on the stages of an index investor, how complexity creeps into portfolios, and what it really takes to stay the course. NEW @excessreturnpod youtu.be/0-dUTwGcR50
Has liquidity replaced fundamentals? Remi Tetot (@TheKingCourt) thinks so. We trace what it's implications are across sectors, markets, and policy decisions in the latest @excessreturnpod - out now! youtu.be/ZuLH3wxZ17A?si…
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YouTube
The $37 Trillion Trap | Remi Tetot on Why Liquidity Drives What's Next
Recorded this with @CultishCreative last week, it is funny because we happen to speak about Quantum Computing amongst many, many other things. 🫡 youtu.be/ZuLH3wxZ17A
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YouTube
The $37 Trillion Trap | Remi Tetot on Why Liquidity Drives What's Next
👷Surviving the AI Capex Boom👷 Big Tech's AI buildout is transforming markets but history suggests caution. What should investors do? 🤖 AI Investment Boom 🚂 Echoes of Past Booms 📉 Rising Capex Firms Underperform 🏭 Magnificent 7: The New Utility? 🔎 Finding AI Early Adopters…
Here's link to podcast I did with Justin Carbonneau and Jack Forehand of Excess Returns in which we covered a whole lot of interesting topics youtube.com/watch?v=XwRHpE…
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YouTube
The 4% That Drive All Returns | Larry Swedroe on What You're Getting...
“Markets trade on changes in growth and rates. Everything else is noise.” Adam Parker on why valuations have stopped working, what’s driving multiples higher, and how to navigate a new market regime. NEW @excessreturnpod youtu.be/zAvdPPRBJds
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YouTube
You're Getting the Regime Wrong | Adam Parker on Growth, Rates, and...
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…
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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
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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…
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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
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YouTube
You're Selling Your Winners Too Soon | Jerry Parker on the Paradox of...
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
The Compounders No One Sees | Chris Mayer & 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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You're Getting the Regime Wrong | Warren Pies on What Debasement...
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