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“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

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)

Capital Flows Pretty comprehensive explanation imho youtu.be/kV0G8oy2jiU?si… Excess Returns Podcast

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…

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…

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

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…

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…

It's another month, so it's time for another playlist from Click Beta on Excess Returns Podcast with Matt Zeigler and Jason C. Buck 🪳🏴‍☠️. See if you can suss out the vibe (links in comments)

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…

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

July OPEX Effect is out! youtu.be/wy8NJaASNl0

The Fourth Turning explains everything, BUT... It predicts nothing. Dave Nadig and I unpack the best moments from Neil Howe on Excess Returns Podcast - OUT NOW! youtu.be/bRlVCtvCNeE?si…

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…

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:

Second, here's the video over on Youtube: youtu.be/ZVeZSlL_JPU?si…

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…

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

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.

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…