The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
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This Hasn't Happened Since 1930 | Eric Pachman on Why the Labor Market is Lying to You
Manage episode 504977500 series 2581243
Content provided by Excess Returns. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Excess Returns or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of Excess Returns, we sit down with EricPachman of Bancreek Capital to explore the intersection of data, economics, andinvesting. Eric shares his unique journey from the corporate world tohealthcare transparency and ultimately to building a data-driven investmentfirm rooted in information theory. We dive deep into employment trends,healthcare’s role in the economy, immigration, inflation, and how hissystematic process identifies companies with the endurance to thrive.
### Topics Covered
* Eric’s unconventional career path: from Morgan Stanley andExxonMobil to founding 46Brooklyn and joining Band Creek
* How personal experiences led him to tackle healthcaretransparency and drug pricing reform
* The role of **information theory** in investing and thefoundation of Band Creek’s systematic process
* Building powerful data visualizations to understand labormarkets, inflation, and structural economic changes
* Why healthcare dominates recent U.S. job growth and therisks of overreliance on one sector
* The impact of immigration on labor force growth andstructural inflation
* Key drivers of inflation and how to interpret CPI and PCEdata
* How Band Creek applies systematic endurance and the KellyCriterion to equity selection
* Sector exposures and lessons learned from applyingdata-driven models internationally
* Eric’s views on cognitive biases, why most investors can’treliably beat the market, and the power of data analysis
374 episodes
Share
Manage episode 504977500 series 2581243
Content provided by Excess Returns. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Excess Returns or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of Excess Returns, we sit down with EricPachman of Bancreek Capital to explore the intersection of data, economics, andinvesting. Eric shares his unique journey from the corporate world tohealthcare transparency and ultimately to building a data-driven investmentfirm rooted in information theory. We dive deep into employment trends,healthcare’s role in the economy, immigration, inflation, and how hissystematic process identifies companies with the endurance to thrive.
### Topics Covered
* Eric’s unconventional career path: from Morgan Stanley andExxonMobil to founding 46Brooklyn and joining Band Creek
* How personal experiences led him to tackle healthcaretransparency and drug pricing reform
* The role of **information theory** in investing and thefoundation of Band Creek’s systematic process
* Building powerful data visualizations to understand labormarkets, inflation, and structural economic changes
* Why healthcare dominates recent U.S. job growth and therisks of overreliance on one sector
* The impact of immigration on labor force growth andstructural inflation
* Key drivers of inflation and how to interpret CPI and PCEdata
* How Band Creek applies systematic endurance and the KellyCriterion to equity selection
* Sector exposures and lessons learned from applyingdata-driven models internationally
* Eric’s views on cognitive biases, why most investors can’treliably beat the market, and the power of data analysis
374 episodes
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Similar to Excess Returns
The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
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Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
…
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Each weekday, Marketplace’s Kimberly Adams makes today make sense along with her Marketplace colleagues, breaking down happenings in tech, the economy, and culture. Because none of us is as smart as all of us.
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