August Excess Return Video Interview

On Wednesday, I had the great pleasure of again joining Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) from the Excess Return Podcast for another monthly podcast. This month we visited about a wide variety of topics including my expectations of an investor sentiment shift from worried primarily about inflation to increasingly worried more about real economic growth and recession. We also discussed how likely it is that AI technologies may lead to another U.S. Productivity Boom, whether the Fed may be “easing again” before the year is over and perhaps the U.S. 10-year bond yield may again have a 3-handle, and finally how long the current capital spending boom may last. We also gave some attention to some one-offs like the price of gold, the impact of Fed Speak on the stock market, and what a very low correlation between New & Old era stocks indicates about the stock market.

I hope you find the conversation informative and thought provoking. If you are not yet a paid subscriber, I encourage you to sign up for the coming year. Thanks for taking the time to watch and listen! And thanks to Jack & Justin as always for having me. Much appreciated! Click the YouTube link below.

Thanks for Taking a Peek! Jimp

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