Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Contenu fourni par Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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The Case for a Continued Rally with Warren Pies
Manage episode 429467092 series 2581243
Contenu fourni par Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half of 2024, discussing topics like the future of the 60/40 portfolio, inflation trends, labor market indicators, earnings expectations, and the impact of AI on productivity. Warren shares insights on market breadth, his newly launched quality-driven ETF strategy, and interesting perspectives on seasonality and retail sentiment. We also touch on his approach to combining systematic and discretionary investing methods. This wide-ranging conversation offers valuable insights for investors navigating the current market environment, showcasing Warren's ability to think outside the box and identify unique market opportunities.
SEE LATEST EPISODES https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com
FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
292 episodes
Partager
Manage episode 429467092 series 2581243
Contenu fourni par Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half of 2024, discussing topics like the future of the 60/40 portfolio, inflation trends, labor market indicators, earnings expectations, and the impact of AI on productivity. Warren shares insights on market breadth, his newly launched quality-driven ETF strategy, and interesting perspectives on seasonality and retail sentiment. We also touch on his approach to combining systematic and discretionary investing methods. This wide-ranging conversation offers valuable insights for investors navigating the current market environment, showcasing Warren's ability to think outside the box and identify unique market opportunities.
SEE LATEST EPISODES https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com
FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
292 episodes
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Similaire à Excess Returns
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
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continue reading
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…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
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continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
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continue reading
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