Excess Returns Podcast (@excessreturnpod) 's Twitter Profile
Excess Returns Podcast

@excessreturnpod

Investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau).
YouTube: youtube.com/excessreturns

ID: 1610361198377148416

linkhttp://anchor.fm/excess-returns calendar_today03-01-2023 19:43:53

934 Tweet

870 Followers

132 Following

Research Affiliates (@ra_insights) 's Twitter Profile Photo

“Countries that spent more… grew slower.” Rob Arnott joins Jack Forehand & Justin J. Carbonneau on Excess Returns Podcast to challenge the idea that stimulus = growth. Watch here: youtube.com/watch?v=jWe-Aj… #FiscalPolicy #GovernmentSpending #EconomicGrowth #MarketOutlook #InvestingInsights

Dave Nadig (@davenadig) 's Twitter Profile Photo

I chopped it up with Eric Balchunas on the wild west of ETF product launches over at Excess Returns Podcast. My favorite quote: "You don't want Quentin Tarantino to not make movies just because 10-year-olds exist. You just rate them." (Link in comments)

Ian Cassel (@iancassel) 's Twitter Profile Photo

Great interview with Robert Hagstrom. Throws down the hammer. H/T Matt Zeigler Excess Returns Podcast "Value investors are supposed to find mispricings. The biggest mispricing over the past ten years was technology stocks." youtu.be/j0JeAj-JRTs?si…

Matt Zeigler (@cultishcreative) 's Twitter Profile Photo

Real Estate's full of clues for what's going in every part of the economy and capital markets. We had Daryl Fairweather, PhD | Chief Economist (Chief Economist Redfin) on Excess Returns Podcast to connect all sorts of dots, including the psychology behind this wild statistic: youtu.be/Q1dJ2SL6RUw?si…

Jack Forehand (@practicalquant) 's Twitter Profile Photo

New Episode: Investors love high yields. But they often aren't sustainable. We talk to Ryan Krueger about why the bigger opportunity might be in companies that grow their dividends over time. youtu.be/5qU8XlnC7Dg

Matt Zeigler (@cultishcreative) 's Twitter Profile Photo

Trend-following isn't a silver bullet, but it can be a s***-ton of lead bullets. Eric Crittenden of Standpoint is one of our favorite thinkers on TF implementation, so we got Jason C. Buck 🪳🏴‍☠️ to shine his cockroach-flashlight on all the BIG questions! youtu.be/ZdpZS0cUC4g?si…

Matt Zeigler (@cultishcreative) 's Twitter Profile Photo

Can Dave Nadig stay irrational longer than the markets can stay solvent? Can Jason C. Buck 🪳🏴‍☠️ handle my exuberance? Only way to find out... NEW CLICK BETA OUT NOW ON Excess Returns Podcast! youtu.be/x1kpQENYjfI?si…

Jack Forehand (@practicalquant) 's Twitter Profile Photo

In our latest episode of Teach Me Like I'm Five, SpotGamma teaches me about options dealer flows. We cover delta, gamma, vanna, charm, implied volatility, the impact of options expirations and a lot more. youtube.com/watch?v=ZgIrwr…

Jack Forehand (@practicalquant) 's Twitter Profile Photo

The market is at all-time highs. Everyone wants calls. No one wants puts. But will it continue? In the latest OPEX Effect, SpotGamma breaks down what options flows are signaling now — and what might come next. youtu.be/wy8NJaASNl0

@aahan_prometheus (@aahanprometheus) 's Twitter Profile Photo

Had a great time joining Jack Forehand and Justin J. Carbonneau on the Excess Returns Podcast. We discussed the Prometheus style of systematic macro , tariffs, portfolio construction and more. Something for everyone in this one. youtu.be/iYMhp7_5PTE?si…

Dave Nadig (@davenadig) 's Twitter Profile Photo

This week Justin J. Carbonneau and I sat down with PIMCO's Public Policy head, LIbby Cantrill. We dug into Tariffs, OBBBA, Bonus Deductions, Fannie/Freddie (re)Privatization and more. A few links:

Matt Zeigler (@cultishcreative) 's Twitter Profile Photo

If you want to understand bar bets, ask a professional market maker. Kris is teaching me like I'm 5 on Excess Returns Podcast. The two types of bets, the richness of options data, a portfolio construction tie in... COOL KID SUMMER SCHOOL STUFF: youtu.be/PonxldXM9mQ?si…

Kris (@krisabdelmessih) 's Twitter Profile Photo

I really like doing this series with Matt This one is about 2 style of bets, what drives their pricing and how it relates to investing

Dave Nadig (@davenadig) 's Twitter Profile Photo

Kris is the one of the best options educators I've ever listened to (h/t Russell Rhoads too!) this video really breaks down how to think about probability and oddsmaking in prediction markets and options. Love the ELI5 style.

Matt Zeigler (@cultishcreative) 's Twitter Profile Photo

Every time you get to talk to Liz Ann Sonders you take it. Because what she said to Justin J. Carbonneau and I about retail traders, the Fed, the BBB, the lag 7(!), and - so much more, all for our latest Excess Returns Podcast, you want to hear this. Out now: youtu.be/Lcq0Mux3oC8?si…