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Contenido proporcionado por Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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The Case for a Continued Rally with Warren Pies

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Contenido proporcionado por Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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.

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296 episodios

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Manage episode 429467092 series 2581243
Contenido proporcionado por Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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

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