Jack Forehand @practicalquant
Quant Investor - Validea Capital | Excess Returns: https://t.co/Qc8NFhlJvh valideacapital.com Fairfield, CT Joined August 2017-
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I had the pleasure to join @excessreturnpod with @JJCarbonneau & @practicalquant to talk Fed policy, inflation, tariffs, concentration risk and why diversification is still the best strategy for navigating today's changing macro landscape. Check it out: excessreturnspod.com/channel/excess…
Do you know what you’re risking (or giving up) in your options-based strategy? Liquid Strategies CIO, Shawn Gibson and Head of Advisor Solutions, Eric McArdle (@EMcArdleInvest), joined @excessreturnpod hosts Jack Forehand (@practicalquant) and Justin Carbonneau (@JJCarbonneau)…
Below is a link to the second monthly edition of the Jim Paulsen show -- an interview with the Excess Return Podcast crew of @practicalquant and @JJCarbonneau. I hope you enjoy the discussion. PaulsenPerspectives.Substack.com youtu.be/cmObwEFrq_Q?si… via @YouTube
Excellent detail discussions on value investing as always when @Greenbackd is interviewed But, half way into the interview we get a update on his most awaited book! Spoiler, editor has it but its coming! But the conversations around tech and mag 7 vs historical data is awesome
Excellent detail discussions on value investing as always when @Greenbackd is interviewed But, half way into the interview we get a update on his most awaited book! Spoiler, editor has it but its coming! But the conversations around tech and mag 7 vs historical data is awesome
🎙️ New Excess Returns with Tobias Carlisle (@Greenbackd) ☑️What valuations mean for future returns ☑️The hidden earnings recession ☑️The opportunity in value ☑️ The Mag Seven and mean reversion ☑️What AI means for markets youtu.be/pkdU21vxeGA
Provocative conversation with fellow quant crypto fund manager @LDrogen, who shares his views on the "fat app thesis," the end of Bitcoin dominance, momentum investing, and DeFi yield on @excessreturnpod: youtube.com/watch?v=uLj05s…
Great conversation with @AswathDamodaran H/T @JJCarbonneau @CultishCreative He talks about how he manages his personal portfolio. 40 stocks, 10% turnover, 5% at cost max, lets winners run to 15-20% then trims. 38/40 up since purchase, 55% beat S&P. youtu.be/fmlPJBxzpMo?si…
This is the @AswathDamodaran conversation I've always wanted to hear. Yes, we know what the Dean of Valuation thinks about DCFs and how to model all sorts of base rates & future scenarios BUT... how's he apply all that to his own wealth? OUT NOW: youtu.be/fmlPJBxzpMo?si…
If I get 60 minutes with @dollarsanddata for @excessreturnpod OF COURSE we're diving into all the wealth mobility data, b/c most people have no idea. BUT, we also get into the known-unknowns of future planning - and his personal life philosophy is 🔥youtu.be/ICSHGZf5ljQ?si…
You gotta start watching this. Matt’s doing the most creative work in pods today.
You gotta start watching this. Matt’s doing the most creative work in pods today.
The @chriswmayer wisdom runs so deep, me and @bogumil_nyc decided to do a greatest Mayer-isms clip show for @excessreturnpod. 100 Baggers, the emotional toll of patience, me telling bad stories and anecdotes - it's all here! youtu.be/YgiFfqLeNfI?si…
🎙️New OPEX Effect: With volatility near multi-year lows, @spotgamma breaks down what he is seeing behind the scenes in the options market. youtu.be/M-J0SkxcjZU
Had a fun time on @excessreturnpod talking through my recent paper on Warren Buffett's evolving investment approach and his embrace of intangible value. youtube.com/watch?v=6ghlC8…
Can a family restaurant business teach you the sales skills to open up capital markets across the emerging regions for 25+ years? Or to run a Chinese EV company? Or to run a research shop? Don't ask me, watch me ask Rupert Mitchell (@SquirrelMacro). Out now on @EpsilonTheory!
Grant Williams (@ttmygh) and Demetri Kofinas (@kofinas) have left me with so many thoughts and questions about this "100-year-Pivot" idea. I wanted to turn the mic back on Grant for a special @excessreturnpod and get HIS TAKE on where we stand today: youtu.be/abGgk1Je7bI?si…
🎙️New on Excess Returns: @StovallCFRA joins us to talk about his seven rules of Wall Street and how they apply to the current market. We discuss sector rotation, market cycles, Fed policy, and a simple strategy to invest in tech with less risk. youtu.be/ewhfeGAruZY
Five crucial insights on the US housing market from @CultishCreative's interview with @FairweatherPhD, Redfin chief economist, that come alive with new meaning through Perscient storyboards. "The Housing Market Truth (in Five Cool Charts)" New on ET (no paywall)! 🧵
Enjoyed talking with my friend @verdadcap to get his takes on private equity, small-cap value, and artificial intelligence. @excessreturnpod youtube.com/watch?v=q4Acn0…

Corey Hoffstein 🏴�... @choffstein
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