EPISODE · Feb 24, 2025 · 1H 3M
Practical Lessons from Warren Pies
from Two Quants and a Financial Planner · host Excess Returns
In this episode, Jack and Matt dive deep into unique perspectives on markets and investing through the lens of Warren Pies and Fernando Vidal's innovative research approaches. They explore:A fresh take on the 60/40 portfolio debate and why the death of this strategy may be greatly exaggeratedHow to interpret market breadth and retail sentiment through new indicators like inverse ETF volumeWhy Treasury actions may be just as important as Fed policy in today's marketsThe critical relationship between bond yields, supply/demand dynamics, and what it means for investorsPractical insights on AI's impact on productivity and investment researchWhy certain market indicators that worked in the past may need updating for today's environmentWarren and Fernando bring data-driven, original analysis to these topics, offering viewers a unique perspective that goes beyond traditional market commentary. Whether you're an investment professional or individual investor, this episode provides actionable insights on current market dynamics and evolving investment frameworks.SEE LATEST EPISODEShttps://excessreturnspod.comFIND OUT MORE ABOUT VALIDEA CAPITALhttps://www.valideacapital.comFIND OUT MORE ABOUT SUNPOINTE INVESTMENTShttps://sunpointeinvestments.com/FOLLOW JACKTwitter: https://twitter.com/practicalquantLinkedIn: https://www.linkedin.com/in/jack-forehand-8015094FOLLOW JUSTINTwitter: https://twitter.com/jjcarbonneauLinkedIn: https://www.linkedin.com/in/jcarbonneauFOLLOW MATTTwitter: https://twitter.com/cultishcreativeLinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
What this episode covers
In this episode, Jack and Matt dive deep into unique perspectives on markets and investing through the lens of Warren Pies and Fernando Vidal's innovative research approaches. They explore:A fresh take on the 60/40 portfolio debate and why the death of this strategy may be greatly exaggeratedHow to interpret market breadth and retail sentiment through new indicators like inverse ETF volumeWhy Treasury actions may be just as important as Fed policy in today's marketsThe critical relationship between bond yields, supply/demand dynamics, and what it means for investorsPractical insights on AI's impact on productivity and investment researchWhy certain market indicators that worked in the past may need updating for today's environmentWarren and Fernando bring data-driven, original analysis to these topics, offering viewers a unique perspective that goes beyond traditional market commentary. Whether you're an investment professional or individual investor, this episode provides actionable insights on current market dynamics and evolving investment frameworks.SEE LATEST EPISODEShttps://excessreturnspod.comFIND OUT MORE ABOUT VALIDEA CAPITALhttps://www.valideacapital.comFIND OUT MORE ABOUT SUNPOINTE INVESTMENTShttps://sunpointeinvestments.com/FOLLOW JACKTwitter: https://twitter.com/practicalquantLinkedIn: https://www.linkedin.com/in/jack-forehand-8015094FOLLOW JUSTINTwitter: https://twitter.com/jjcarbonneauLinkedIn: https://www.linkedin.com/in/jcarbonneauFOLLOW MATTTwitter: https://twitter.com/cultishcreativeLinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
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Practical Lessons from Warren Pies
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