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
Stop what you are doing and go listen to this 🔥 A lot of wisdom for free $SPY
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
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You’re Missing the Most Important Lesson | 50 Great Investors Share...
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…
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The Fed Is Fighting the Wrong War | Jim Paulsen on Why 3% Inflation...
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
youtube.com
YouTube
You’re Missing the Most Important Lesson | 50 Great Investors Share...
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…
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The Job Loss is the Plan | Ben Hunt on the Risks of World War AI
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
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…
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…
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The Real Estate Bust Was the Plan | Louis-Vincent Gave on China's...
It’s not a recession. It’s a slow-cession. But it can teach us about the dynamics of late cycle behavior. Here are our five biggest lessons from our interview with Bob Elliott. excessreturnspod.substack.com/p/not-recessio…
"You can buy half the worlds GDP for less than 10 times earnings". podcasts.apple.com/us/podcast/exc…
"High yield is the highest quality it’s ever been. Investment grade is the lowest.” Osterweis Co-CIO Carl Kaufman on the bond market’s quality inversion, private credit risk, AI Capex debt, and a lot more NEW @excessreturnpod youtu.be/n8lWjeeLxBg
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The Risk Isn't Where You Think | Carl Kaufman on AI Capex, Private...
We ask our guests one standard closing question: What is the one lesson you would teach the average investor? We have decided to write a book with our favorite answers and publish draft chapters as we go. Our 2nd chapter is on Liz Ann Sonders. excessreturnspod.substack.com/p/its-what-we-…
Can you identify a bubble in advance? And if so, are there practical things investors can do? Rob Arnott on bubbles, AI valuations, dot-com lessons, building better indexes and lot more NEW @excessreturnpod youtu.be/90IQTYIwXPQ
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The Bubble You Can't Short | Rob Arnott on What You Can Do Instead
Can you have a bull market where people still feel broke? Can you have a financial nihilism conversation without referencing Lebowski? @CameronDawson + @DaveNadig and I are back with an all new Click Beta for @excessreturnpod! youtu.be/To0rCAUtPE0?si…
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The Bull Market Where Everyone Feels Broke | Behind the Rise of...
On the @excessreturnpod this week we explored the simple macro question no AI techno optimist can answer well: "who will replace the spending if AI results in layoffs?" Great to catch up @practicalquant and @JJCarbonneau. youtu.be/ygF4Nv01Thk?si…
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$1 Trillion AI Bet. $10 Billion in Profits | Bob Elliott on the AI...
It's OPEX Week, so @spotgamma and I are back to break it all down We discuss why the recent selling hasn't been options driven and why one stock may pave our path forward And as usual, you can count on us to offer some bad macro takes along the way. youtu.be/ZKth1A2tFjo
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The Two-Tailed Risk Trap | What the Options Market Tells Us About...
“When people lose their jobs, who is going to spend more money?” @BobEUnlimited on the flaws in the AI productivity boom case, the late-cycle economy, private credit risk and a lot more. NEW @excessreturnpod youtu.be/ygF4Nv01Thk
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$1 Trillion AI Bet. $10 Billion in Profits | Bob Elliott on the AI...
Macro Dirt #71 - Portfolio Pow Wow with Matt Zeigler @CultishCreative cc: @dailydirtnap youtu.be/IMbnijSbNBM?si…
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Portfolio Pow Wow with Matt Zeigler @CultishCreative
The most powerful tool you aren't using (with a little help from Michael Mauboussin)! And no, it's not your brain. @practicalquant and I are back with a very actionable clip show on @excessreturnpod - out now! youtu.be/oeYROROhw-A?si…
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The Most Powerful Investing Tool You Aren’t Using | Four Lessons from...
If you had a background in emerging markets investment banking, you might think this way too. But since you probably don't - listen to @SquirrelMacro on @excessreturnpod breaking down what's happening in China, the US capex cycle, and his fav "-stan": youtu.be/Rx2Ci_oUFpc?si…
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The Bull Market You Don’t Want to Believe | Rupert Mitchell on China...
The five biggest lessons we learned from our interview this week with Victor Haghani. excessreturnspod.substack.com/p/five-lessons…
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