Jack Forehand
@practicalquant
Quant Investor - Validea Capital | Excess Returns: http://youtube.com/excessreturns
Potrebbero piacerti
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
The five biggest lessons we learned from our interview this week with Victor Haghani. excessreturnspod.substack.com/p/five-lessons…
The S&P 500 is now tied with 1998 for the most narrow breadth in 45 years. When everyone stops caring about diversification... there's an opportunity somewhere. We've got @RBAdvisors' contrarian case on @excessreturnspod - watch! youtu.be/IFM-1APpz1A?si…
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The Narrow Market Trap | Richard Bernstein on Why Everyone Owns the...
Last week, I had the great pleasure of again joining @practicalquant and @jjcarbonneau from the Excess Return Podcast for the fourth monthly edition of Jim Paulsen show. Thanks for taking a watch & listen. PaulsenPerspectives.Substack.com youtube.com/watch?v=sMpD7U…
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You're Misreading Valuations | Jim Paulsen on Why the Reversion You...
“The question isn’t what you own - it’s how much you own.” @ElmWealth on position sizing, expected returns, buybacks and a lot more NEW @excessreturnpod youtu.be/O7BHCLDylUE
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YouTube
99.9% Focus on the Wrong Question | Victor Haghani on Why Static...
"The 10th percentile is the new 90th." @jimwpaulsen on why market valuations have entered a new range, and might stay there. youtube.com/watch?v=sMpD7U…
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YouTube
Your Valuation Scale is Broken | Jim Paulsen on Why the Mean Revers...
Altitude (valuation) does not determine trajectory ✈️ in the short or medium term… But it is a critical risk management tool 🧰 Eventually altitude is all that matters... ✅ OUT the new @excessreturnpod 👇 youtu.be/qBoeOAViXJI
#🥐RUMBS 👇 ✅ it 🅾️
Excess Returns Highlights: Risk The riskiest thing to me is that in three years you buy companies that don't grow and then you know you lose money you lose versus inflation. Highest Performing Companies The theory I kept coming back to was low marginal cost. The highest…
"We are in a bubble ... but you should probably be long said bubble." - @jam_croissant in conversation with me and @JJCarbonneau for @excessreturnpod. Also covered: why options are superior to stocks, and why it's ALWAYS about liquidty.
Thanks Aahan! @ckaiwu was on such a roll that all Justin and I had to do was get out of the way and let him talk. For anyone interested in what all this AI Capex spending means, this interview was really eye opening.
I operate in a different space mostly, but man is Kai good! @excessreturnpod kudos! open.spotify.com/episode/5xHiSu…
One French teacher changed everything for Adam Butler (@GestaltU). From D&D kid to CIO - this is about how mentors can redirect entire lives. Watch the full conversation: NEW Intentional Investor @EpsilonTheory
"The whole world is selling options." @nancy__davis on why investors are short volatility without knowing it, the hidden risk in bond indexing, and why the yield curve could steepen NEW @excessreturnpod youtu.be/5QDTc-IwnbU
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You're Short Volatility (And Don't Know It) | Nancy Davis on the Bond...
You get a hat! You get a hat! You get a hat! (Listen at least 1.5x) youtu.be/aZRyy4VfdRM?si…
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YouTube
Zero Times in History | Meb Faber on What Happens After We Cross 40...
The market is very expensive. But Meb Faber explains why that doesn't mean what many investors think it does.
“This is as good as it gets.” @MebFaber on 15% return decades and what follows them, the impact of AI, why trend and value still matter and where you can get a sweet hat. NEW @excessreturnspod youtu.be/aZRyy4VfdRM
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YouTube
Zero Times in History | Meb Faber on What Happens After We Cross 40...
“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
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