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Excess Returns
The Case for a Continued Rally with Warren Pies
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.
56:07
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Quick takeaways
- High-quality stock selection model emphasizes quality companies for consistent performance.
- Equal-weighted S&P 500 confirms market highs; failure indicates potential negative impact.
Deep dives
Quality stock selection and investment strategies
The investment strategies in the podcast focus on a high-quality stock selection model, emphasizing the importance of quality companies that can perform well across market cycles. The model ranks the top 100 stocks based on quality and trends, selecting the top 20 monthly for the portfolio. The approach combines fundamental quality metrics with trend analysis, rebalancing the concentrated portfolio three to four times a year to capitalize on buy opportunities during dips while maintaining a high-quality focus.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode