EPISODE · Jul 18, 2024 · 56 MIN
The Case for a Continued Rally with Warren Pies
from Excess Returns · host Excess Returns
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
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The Case for a Continued Rally with Warren Pies
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