March Excess Return Video Interview

Monthly Conversation with the gang from Excess Return Podcast

Friday, I had the great pleasure of 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 the potential impact of the Iran conflict, some thoughts on AI, and a discussion about how although the new era economy remains healthy, the old era economy comprising about 89% of private sector spending has seen its real growth slow to only 1% with zero job creation — effectively a recession by any other name! What does this imply for potential Fed and Fiscal actions and for 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 for having me. Much appreciated! Click the YouTube link below.

Thanks for Taking a Peek! Jimp

Disclosures________________________________________________________________

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