Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
Contenuto fornito da Excess Returns. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Excess Returns o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Simile a Two Quants and a Financial Planner
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Player FM - App Podcast
Vai offline con l'app Player FM !
Vai offline con l'app Player FM !
))
Practical Lessons from Bob Elliott
Manage episode 469432846 series 3614383
Contenuto fornito da Excess Returns. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Excess Returns o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
In this compilation episode, Jack Forehand and Matt Zeigler bring you the most valuable insights from our interviews with Bob Elliott, founder of Unlimited Funds and former head of Ray Dalio's research team at Bridgewater.
🔑 Key Topics Covered:
Markets and Macroeconomic Reality
Elliott dismantles the notion that markets can permanently detach from economic fundamentals, walking through how earnings, margins, and wage growth are all interconnected. He explains why claims of "this time it's different" rarely hold true over longer time horizons.
The "Big or Small" Framework
Learn the powerful yet simple framework Elliott used at Bridgewater to tackle complex problems, including how he assessed the 2008 housing crisis with the straightforward question: "This housing problem, big or small?"
Income-Driven vs. Debt-Driven Economic Cycles
Discover why the post-COVID economy behaved differently than many expected and why the Fed's rate hikes didn't crash the economy – Elliott explains the crucial difference between income-driven and debt-driven economic cycles.
True Diversification Beyond 60/40
Elliott challenges conventional portfolio construction, explaining why the traditional 60/40 portfolio worked well only during specific economic conditions of the past 40 years and offers practical advice for genuine diversification in an uncertain future.
Wage Growth and Inflation
Understand the tight relationship between wage growth and inflation, and why inflation can't meaningfully decline while wage growth remains elevated without productivity improvements.
The Fed's Decision-Making Process
Elliott provides insight into why the Federal Reserve appears "behind the curve," explaining how its consensus-driven, backward-looking data approach creates policy delays by design.
Whether you're a seasoned investor or just beginning your financial journey, Elliott's analytical frameworks and practical insights will help you think more clearly about markets, economic cycles, and portfolio construction in an increasingly complex financial landscape.
SEE LATEST EPISODES
FIND OUT MORE ABOUT VALIDEA CAPITAL
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
FOLLOW JACK
FOLLOW MATT
113 episodi
Condividi
Manage episode 469432846 series 3614383
Contenuto fornito da Excess Returns. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Excess Returns o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
In this compilation episode, Jack Forehand and Matt Zeigler bring you the most valuable insights from our interviews with Bob Elliott, founder of Unlimited Funds and former head of Ray Dalio's research team at Bridgewater.
🔑 Key Topics Covered:
Markets and Macroeconomic Reality
Elliott dismantles the notion that markets can permanently detach from economic fundamentals, walking through how earnings, margins, and wage growth are all interconnected. He explains why claims of "this time it's different" rarely hold true over longer time horizons.
The "Big or Small" Framework
Learn the powerful yet simple framework Elliott used at Bridgewater to tackle complex problems, including how he assessed the 2008 housing crisis with the straightforward question: "This housing problem, big or small?"
Income-Driven vs. Debt-Driven Economic Cycles
Discover why the post-COVID economy behaved differently than many expected and why the Fed's rate hikes didn't crash the economy – Elliott explains the crucial difference between income-driven and debt-driven economic cycles.
True Diversification Beyond 60/40
Elliott challenges conventional portfolio construction, explaining why the traditional 60/40 portfolio worked well only during specific economic conditions of the past 40 years and offers practical advice for genuine diversification in an uncertain future.
Wage Growth and Inflation
Understand the tight relationship between wage growth and inflation, and why inflation can't meaningfully decline while wage growth remains elevated without productivity improvements.
The Fed's Decision-Making Process
Elliott provides insight into why the Federal Reserve appears "behind the curve," explaining how its consensus-driven, backward-looking data approach creates policy delays by design.
Whether you're a seasoned investor or just beginning your financial journey, Elliott's analytical frameworks and practical insights will help you think more clearly about markets, economic cycles, and portfolio construction in an increasingly complex financial landscape.
SEE LATEST EPISODES
FIND OUT MORE ABOUT VALIDEA CAPITAL
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
FOLLOW JACK
FOLLOW MATT
113 episodi
Tutti gli episodi
×
Benvenuto su Player FM!
Player FM ricerca sul web podcast di alta qualità che tu possa goderti adesso. È la migliore app di podcast e funziona su Android, iPhone e web. Registrati per sincronizzare le iscrizioni su tutti i tuoi dispositivi.
Simile a Two Quants and a Financial Planner
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Player FM - App Podcast
Vai offline con l'app Player FM !
Vai offline con l'app Player FM !
