Description
In this episode of Two Quants and a Financial Planner, we return to our Fact of Fiction framework. We cover a diverse set of investing and financial planning topics that are on many investors' minds. We debate whether inflation can truly be predicted, if legendary investment managers are a thing of the past in today's market environment, and how much emphasis to place on fees and taxes when constructing an investment strategy. Additionally, we dig into the question of whether your house should be considered part of your overall investment portfolio and have some discussion on the age-old question of whether avoiding small purchases, like a daily $4 coffee, can really have a meaningful impact on your long-term wealth.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.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
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt
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