In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we've heard on Excess Returns in 2024.
From Aswath Damodaran's spicy thoughts on the Berkshire annual meeting (spoiler: he's not a fan) to Cem Karsan's mind-bending perspective on...
Published 11/18/24
In this episode, we look at the biggest lessons we have learned from Cullen Roche, one of our most frequent and insightful guests.
We cover:
"All Duration Investing" - Cullen's framework for matching investments to specific time horizons
The Fed as Chuck Norris - Why the threat of Fed action...
Published 11/11/24