Jack Forehand

Jack Forehand

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Partner at Validea; quantitative equity investing and strategy research.

Record Large‑Cap vs Small‑Cap Spread Signals Hidden Opportunities
SocialMar 5, 2026

Record Large‑Cap vs Small‑Cap Spread Signals Hidden Opportunities

“The spread between large-caps and small-caps is the widest we’ve ever seen.” Rob Arnott joins us on @excessreturnpod to discuss historic valuation gaps, AI expectations, investing in periods of conflict and why the biggest opportunities may be where investors aren’t looking....

By Jack Forehand
AI Capex Boom Outpaces Global GDP, Prompting US Shift
SocialMar 3, 2026

AI Capex Boom Outpaces Global GDP, Prompting US Shift

“There’s just not enough GDP to support all of them.” @dampedspring returns to @excessreturnpod to break down the funding test behind the AI Capex boom, how the Iran conflict is being priced, and why he’s shifted away from US assets. https://t.co/wooKnQeQKH

By Jack Forehand
Diversify Beyond 60/40 to Reduce Lifetime Consumption Risk
SocialFeb 27, 2026

Diversify Beyond 60/40 to Reduce Lifetime Consumption Risk

“Risk is the uncertainty of lifetime consumption.” We sit down with @cullenroche to discuss his new book Your Perfect Portfolio. We start with a basic 60/40 portfolio and then examine, step by step, the case for adding international, factors, gold, private assets,...

By Jack Forehand