Great conversation with Aswath Damodaran H/T Justin J. Carbonneau Matt Zeigler 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…

Provocative conversation with fellow quant crypto fund manager Leigh Drogen, who shares his views on the "fat app thesis," the end of Bitcoin dominance, momentum investing, and DeFi yield on Excess Returns Podcast: youtube.com/watch?v=uLj05s…

🎙️ 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

Excellent detail discussions on value investing as always when Tobias Carlisle 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

This pretty much sums up the nature of YouTube comments.

Below is a link to the second monthly edition of the Jim Paulsen show -- an interview with the Excess Return Podcast crew of Jack Forehand and Justin J. Carbonneau. I hope you enjoy the discussion. PaulsenPerspectives.Substack.com youtu.be/cmObwEFrq_Q?si… via YouTube

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 (Eric McArdle), joined Excess Returns Podcast hosts Jack Forehand (Jack Forehand) and Justin Carbonneau (Justin J. Carbonneau)

I had the pleasure to join Excess Returns Podcast with Justin J. Carbonneau & Jack Forehand 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…

Don't click bait, click beta. Me, Cameron Dawson, and Dave Nadig have a new Excess Returns Podcast breaking it all down. From asking if its bubbles all the way down, to Sandra Bullock movie trivia, and NiN/Robert Glasper tour analysis, WATCH: youtu.be/HIVcn6GoVWU?si…

The work Eric Pachman is doing on employment, healthcare, and immigration for Bancreek Capital Advisors, LLC is fascinating. We had him on Excess Returns Podcast and you really want to see these charts(!): youtu.be/_G4wppRjCe0?si…

What exactly is "gamma"?!? Kris and Mat Cashman are teaching me like I'm 5 on Excess Returns Podcast If you're interested in options but intimidated by the calculations - the middle school math explanation in this episode alone is GOLD. youtu.be/XX3yZ0aXeL8?si…

Here's my latest interview on Excess Returns Podcast with Jack Forehand & Justin J. Carbonneau - we go over: • Updated economic outlook • Inflation outlook, tariffs, and the Fed’s “soft landing” challenge • The importance of Fed independence and risks of politicization • Immigration,

Out of my million ʎllǝuuop ʇuǝɹq questions, we made it to: - Why he'll "never be a perma bear" - Using LLMs for day trading headlines - The August re-acceleration thesis (and abandoning it) - FX as Trump's tariff "exhaust valve" - misc. Radiohead trivia youtu.be/KAu8ZgQfZ6c?si…

🎙️ New OPEX Effect SpotGamma and I take a detailed look at the big upcoming September options expiration and what he is seeing behind the scenes. youtu.be/0BQrJzfGmYM

From chemical engineer, to exposing $250m worth of missing Medicaid dollars, to some of the best data visualizations I've seen - you have to meet Eric Pachman I got the backstory for you. Out now on The Intentional Investor via Ben Hunt!

Business Insider, Yahoo, Axios - Sam Ro 📈 is one of the few journalists who can break news AND keep perspective. I've wanted to interview Sam Ro forever (extra Sandlot) about his viral 10 truths post. FOLLOW YOUR HEART KID cc: Kai Wu Excess Returns Podcast youtu.be/OVgLvCa2fTI?si…

I had the pleasure of being a guest on the Excess Returns show with Justin J. Carbonneau and Jack Forehand! Excess Returns is a great investing YouTube channel I have been following for 4 years now and have learned a lot from, so it was a honor to share some of my thoughts and

🎙️ New Jim Paulsen Show w/Jim Paulsen • 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

Yesterday, I had the great opportunity of joining Jack Forehand (Jack Forehand) 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