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 options being the "dog" rather than the "tail," we're breaking down six of the hottest takes from 2024.
We explore everything from Meb Faber challenging the sacred cow of dividend investing to groundbreaking research suggesting that maybe we don't need intuitive explanations for what works in the market. Plus, we bring in a special guest to help us mere mortals understand the complex world of options.
As two self-proclaimed "non-controversial" guys, we try to find the nuance in these polarizing perspectives. Whether you're a quant, a value investor, or just someone interested in different ways of thinking about markets, there's something here for everyone. And yes, we even manage to work in references to everything from Little Rascals to My Fair Lady (Matt's brain works in mysterious ways).
Join us for an episode that proves even "wildly controversial" Jack Forehand can stir things up once in a while! 😉
Timestamps:
0:00 - Intro
5:05 - Aswath Damodaran on Berkshire and Value Investing
12:19 - Jason Buck on Stocks for the Long Run
19:51 - Cem Karsan on Options as the Underlying
33:33 - Meb Faber on Dividends
41:06 - Andrew Chen and Alejandro Lopez Lira Challenge Factor Convention
50:07 - Why It's OK Not to Beat the Market
#investing #finance #markets #dividends #options #stocks
SEE LATEST EPISODES
https://excessreturnspod.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
Related Videos
10 Great Investors Share Their Most Important Lesson
We ask one question at the end of each of our episodes: Based on your experience in markets, if you could teach one lesson to your average investor, what would it be? In this episode, we discuss our f...
Practical Lessons from Ben Carlson
In this episode of Two Quants and a Financial Planner, we explore the timeless investing wisdom of Ben Carlson. We break down several crucial investing concepts, including why investors shouldn't blin...
What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig
In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig. This episode explores how passive investing has transform...