Excess Returns The Case for a Continued Rally with Warren Pies
18 snips
Jul 18, 2024 
Warren Pies, founder of 3Fourteen Research, discusses market analysis, AI impact on productivity, market breadth, quality-driven ETF strategy, and combining systematic with discretionary investing. Topics include 60/40 portfolio outlook, inflation, labor market indicators, earnings expectations, seasonality, and retail sentiment.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating a Changing Market Landscape
01:40 • 14min
Economic Trends, Market Forecasting, and Seasonal Performance
15:49 • 22min
Exploring the Impact of Artificial Intelligence on Productivity and Efficiency in Business Operations
38:08 • 3min
Market Breadth and Stock Selection Strategies
41:00 • 10min
Analyzing the Relationship Between Bond Yields and Stock Market Performance
50:46 • 2min
Strategic Asset Allocation and Systematic vs Discretionary Approaches
52:54 • 3min