{"id":215553,"date":"2024-11-22T09:30:00","date_gmt":"2024-11-22T14:30:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/campus\/?p=215553"},"modified":"2024-11-22T12:35:24","modified_gmt":"2024-11-22T17:35:24","slug":"the-six-most-controversial-takes-from-excess-returns-in-2024","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/podcasts\/contributor-podcasts\/the-six-most-controversial-takes-from-excess-returns-in-2024\/","title":{"rendered":"The Six Most Controversial Takes from Excess Returns in 2024"},"content":{"rendered":"\n<p>In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we\u2019ve heard on Excess Returns in 2024.<\/p>\n\n\n\n<p>From Aswath Damodaran\u2019s spicy thoughts on the Berkshire annual meeting (spoiler: he\u2019s not a fan) to Cem Karsan\u2019s mind-bending perspective on options being the \u201cdog\u201d rather than the \u201ctail,\u201d we\u2019re breaking down six of the hottest takes from 2024.<\/p>\n\n\n\n<p>We explore everything from Meb Faber challenging the sacred cow of dividend investing to groundbreaking research suggesting that maybe we don\u2019t 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.<\/p>\n\n\n\n<p>As two self-proclaimed \u201cnon-controversial\u201d guys, we try to find the nuance in these polarizing perspectives. Whether you\u2019re a quant, a value investor, or just someone interested in different ways of thinking about markets, there\u2019s something here for everyone. And yes, we even manage to work in references to everything from Little Rascals to My Fair Lady (Matt\u2019s brain works in mysterious ways).<\/p>\n\n\n\n<p>Join us for an episode that proves even \u201cwildly controversial\u201d Jack Forehand can stir things up once in a while! \ud83d\ude09<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-watch-on-youtube\"><a href=\"https:\/\/youtu.be\/dcdNXwPH8ps\" target=\"_blank\" rel=\"noreferrer noopener\">Watch on YouTube<\/a><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-listen-on-apple-podcasts\"><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-six-most-controversial-takes-from-excess-returns\/id1670513515?i=1000677331136\" target=\"_blank\" rel=\"noreferrer noopener\">Listen on Apple Podcasts<\/a><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-listen-on-spotify\"><a href=\"https:\/\/open.spotify.com\/episode\/3WHdvaKsqJmEcrakQuCpzq\" target=\"_blank\" rel=\"noreferrer noopener\">Listen on Spotify<\/a><\/h2>\n\n\n\n<p>&#8212;<\/p>\n\n\n\n<p>Originally Posted November 22, 2024 &#8211; <a href=\"https:\/\/blog.validea.com\/the-six-most-controversial-takes-from-excess-returns-in-2024\/\">The Six Most Controversial Takes from Excess Returns in 2024<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we\u2019ve heard on Excess Returns in 2024.<\/p>\n","protected":false},"author":186,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"footnotes":""},"categories":[455,13857],"tags":[],"contributors-categories":[13819],"class_list":{"0":"post-215553","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-contributor-podcasts","7":"category-podcasts","8":"contributors-categories-validea-capital-management"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>The Six Most Controversial Takes from Excess Returns in 2024<\/title>\n<meta name=\"description\" content=\"In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we\u2019ve heard on Excess Returns in...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.interactivebrokers.com\/campus\/wp-json\/wp\/v2\/posts\/215553\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Six Most Controversial Takes from Excess Returns in 2024 | IBKR Campus US\" \/>\n<meta property=\"og:description\" content=\"In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we\u2019ve heard on Excess Returns in 2024.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.interactivebrokers.com\/campus\/podcasts\/contributor-podcasts\/the-six-most-controversial-takes-from-excess-returns-in-2024\/\" \/>\n<meta property=\"og:site_name\" content=\"IBKR Campus US\" \/>\n<meta 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