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Excess Returns

Excess Returns

Thu May 02 2024

Cem Karsan and Andy Constan | PNL For A Purpose

Market ExpertsMacroeconomicsInflationInterest RatesVolatility

This episode features interviews with market experts covering topics like value investing, factor investing, macro, and options. The discussions touch on macroeconomics, populism, inequality, protectionism, globalization, historical trends in inflation and interest rates, and the current macroeconomic landscape. The Federal Reserve's role in managing growth and inflation is explored, along with the increasing volatility in global markets. Commodity and equity volatility are discussed, as well as the impact of interest rates and Treasury dynamics. The episode also covers Treasury issuance and its market impact, tapering QT and market expectations, deliveraging, and China's performance. The episode concludes with insights on portfolio volatility and a charity supporting cancer research.

Lenny's Podcast: Product | Growth | Career

Lenny's Podcast: Product | Growth | Career

Thu May 02 2024

This will make you a better decision maker | Annie Duke (author of “Thinking in Bets” and “Quit”, former pro poker player)

decision-makingparentingmeetingsfeedback loopsdata-driven decision-making

This episode covers key insights from Annie Duke and Daniel Kahneman, the correlation between money and happiness, decision-making in parenting, improving decision quality through structured processes, effective meetings and decision-making, creating productive meeting environments, independent thinking in decision-making, shortening feedback loops, data-driven decision-making and recognizing failure, insights on intuition, premortems, and quitting, recognizing warning signals and quitting, and recognizing when to move on from failing ventures.