HeyJaredRisk Premium
Where I explore investment philosophy and financial analysis
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 20, 2026
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- Aug 8, 2026
Latest issues
RPP - Episode 1 (opens the original)
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Trying something different today with my first podcast episode ever. Here are the topics covered (by timestamp):(5:01) Forward Expected Market Returns(16:14) AI(36:45) Quantumscape(52:25) eVTOL coverage (Joby, Beta, Vertical, etc)(64:00) Closing RemarksBear with me - I know that I have kind of a dumb voice, my dogs were wrestling in the background for a quick minute, and there’s a lot of stuff to clean up. But as I’ve learned with writing, you only get better with practice. Cheers.
Are you a good stock picker? (opens the original)
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SummaryDetermining whether an investor is good at picking stocks is surprisingly hard. "Imagine I know that I have the best hedge fund manager in the world, and she delivers an expected alpha of 5% a year after costs and fees... The answer is 64 years. Most are surprised that it will take two or three investment lifetimes to determine that this great hedge fund manager more than covers her costs." ~Ken FrenchBut it’s pretty easy to ascertain whether someone is a bad investor. I’m calling that de
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