내가 좋아할 만한 콘텐츠
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
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
$400 Million Lost. Billions Saved. Buffett's Misunderstood Masterst...
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
$400 Million Lost. Billions Saved. Buffett's Misunderstood Masterst...
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…
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 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
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...
United States 트렌드
- 1. #SmackDown 15.5K posts
- 2. George Santos 45.1K posts
- 3. Carson Beck 1,964 posts
- 4. Louisville 9,549 posts
- 5. Springer 8,756 posts
- 6. Malachi Toney 1,142 posts
- 7. Dan Wilson 1,718 posts
- 8. Canzone 3,175 posts
- 9. #askdave N/A
- 10. Big Dumper 1,413 posts
- 11. End 1Q N/A
- 12. #DaytimeEmmys 2,947 posts
- 13. Jeff Brohm N/A
- 14. End of 1st 1,645 posts
- 15. Tina Peters 6,687 posts
- 16. Bryce Miller 1,913 posts
- 17. Bryan Woo 1,132 posts
- 18. Sol Ruca 1,576 posts
- 19. Chris Bell N/A
- 20. #ALCS 4,933 posts
내가 좋아할 만한 콘텐츠
-
Dan Rasmussen
@verdadcap -
Ted Seides
@tseides -
Research Affiliates
@RA_Insights -
Larry Swedroe
@larryswedroe -
Pim van Vliet
@paradoxinvestor -
Acquirer’s Multiple®
@acquirersx -
Wes Gray 🇺🇸
@alphaarchitect -
Nicolas Rabener
@Finominally -
Matthias Hanauer
@HanauerMatthias -
Corey Hoffstein 🏴☠️
@choffstein -
ReSolve Asset Mgmt
@InvestReSolve -
Jason C. Buck 🪳🏴☠️
@jasoncbuck -
Ray Micaletti
@RelSentTech -
Drew Dickson
@AlbertBridgeCap -
Excess Returns Podcast
@excessreturnpod
Something went wrong.
Something went wrong.