Description
Forecast season is once again upon is. It is the time of year where many market strategists will tell us where the S&P 500 will end 2024 and do it with conviction. There is just one problem. Almost all of them will be wrong. But despite the fact that the evidence that forecasting the market is a losing game, many of us who follow markets still think we can do it. So we decided that the best way for us to overcome that bias is to try to do it ourselves. In our first annual forecast episode, all 3 of us offer our 2024 forecasts for the market, the economy and a bunch of other things we have no business forecasting. We hope you will enjoy rubbing it our faces next year when we are proven wrong.
We hope you enjoy the discussion.
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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