Podcast appearances and mentions of doug clinton

"Good news doesn't matter" while "bad news is terrible news" for A.I. investors, according to Doug Clinton. Export restrictions on Nvidia (NVDA) and AMD Inc. (AMD) pinned pressure on the A.I. trade today, but Doug points to TSMC's (TSM) "monopoly" at a forward P/E of 16x as a viable investment ahead. Cory Johnson notes Nvidia's Blackwell production beginning at TSMC's Arizona plant this week as a sing of tech positivity. However, he points to DeepSeek as an example of what can happen if China gets greater access to these chips.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

While his firm doesn't own Palantir (PLTR), Doug Clinton still calls it an "incredible company." His issue lies with the valuation, which Tom Essaye agrees with. He arguing the price needs to come down "a lot more" before considering an investment. Tom adds that soured A.I. sentiment and a cutback in government defense contracts will serve as persistent headwinds for Palantir.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode, we dive into the most controversial takesfrom our podcast guests. Inspired by a brilliant question from Meb Faber(thanks, Meb!), we've compiled insights from top financial minds to explorebeliefs that challenge conventional wisdom. From debunking dividend hype toreimagining the role of options and AI in investing, this episode is packedwith thought-provoking perspectives. Main Topics Covered: - Meb Faber challenges the obsession with dividends - Mike Green introduces Goodhart's Law to investing,suggesting that once a metric is tracked, its effectiveness diminishes. - Jim Paulsen downplays the importance of monetary policyand valuation, emphasizing Main Street sentiment over Wall Street metrics. - Ben Carlson defends retail investors, claiming they'rebetter behaved than ever thanks to modern tools and advice. - Dan Rasmussen disputes the predictability of growth,asserting past financials reveal little about a company's future. - Lindsay Bell and Shannon Saccocia advocate for learningthrough failure and a forward-looking, futurist mindset in investing. - Cem Karsan flips the script, arguing options are the trueunderlying asset, not derivatives. - Andrew Beer champions simplicity over complexity, citingthe success of straightforward hedge fund bets. - Jason Buck questions the existence of long-term alpha,favoring a diversified, rebalanced approach. - Ian Cassel challenges the low-turnover mantra, suggestinghigh turnover can work. - Scott McBride dismisses the need for catalysts in valueinvesting, focusing on valuation and governance. - Larry Swedroe critiques low-volatility strategies, arguingthey only shine when paired with value. - Kris Sidial highlights the importance of trading psyche, aview often dismissed by quant-driven peers. - Kai Wu predicts AI will enhance, not replace, financialjobs by handling rote tasks and freeing humans for creativity. - Doug Clinton forecasts a multi-trillion-dollar AI-poweredasset management industry within a decade. - Meb Faber (again!) flips the narrative on internationalinvesting, showing it's a winner for 49 out of 50 countries.

The deep sink today in AI stocks weighing on the Nasdaq. So, is this really a watershed moment for investing in that space? We discuss with our own Deirdre Bosa and Bernstein's Stacy Rasgon. Plus, Fundstrat's Tom Lee tells us the names he would be buying on today's dip. And, Nvidia shareholder Doug Clinton reacts to the stock's worst single-day market cap loss in history. 

In this episode of Excess Returns, we sit down with Doug Clinton of Intelligent Alpha to explore the fascinating intersection of AI and investment strategy. We discussed how Doug is using large language models (LLMs) like ChatGPT, Claude, and Gemini to build portfolios that aim to beat the market over time. Doug shares insights from his experience launching managing AI-powered investment strategies. We dive deep into how these models actually work behind the scenes, exploring everything from portfolio construction and stock selection to position sizing and rebalancing. Doug explains how LLMs can combine quantitative and qualitative analysis in ways that traditional quant models can't, while maintaining the advantage of being free from emotional biases that often plague human investors. We also explore broader implications for the future of investment management, discussing whether AI might eventually replace human analysts and portfolio managers, or if the future lies in human-AI collaboration. The conversation wraps up with Doug's thoughts on the rapid evolution of AI technology beyond investing, including his predictions for personal AI assistants and the potential emergence of artificial general intelligence (AGI). Whether you're an investment professional curious about AI's role in the industry or simply interested in understanding how technology is reshaping asset management, this episode offers valuable insights into what the future might hold. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://excessreturnspod.com FIND OUT MORE ABOUT VALIDEA ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JACK Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠⁠

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What are the key forces that will tilt this indecisive market one direction or the other? Solus Alternative Asset Management's Dan Greenhaus, Merrill and Bank of America Private Bank's Marci McGregor and Bryn Talkington of Requisite Capital Management break down their market takes. Plus, top technician John Kolovos tells us why he thinks Bitcoin could hit $200K. And, Doug Clinton of Intelligent Alpha tells us what he is expecting from Nvidia's report tomorrow after the bell. 

Trivariate's Adam Parker, JP Morgan Asset Management's Jack Manley and Wealth Enhancement's Aya Yoshioka reveal their outlooks. Plus, OpenAI closed its latest round of funding. Kate Rooney breaks down all the details and Intelligent Alpha's Doug Clinton tells us what this could mean for the broader AI space. And, Lauren Goodwin tells us what she thinks the fed's latest move could mean for your money. 

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https://www.eleconomista.es/actualidad/noticias/12990196/09/24/el-magnate-warren-buffett-le-niega-a-su-hija-un-prestamo-de-36000-euros-para-reformar-la-cocina-ve-al-banco-como-todos-los-demas.html Electrónica meta antisemita https://espanol.almayadeen.net/noticias/medios-internacionales/1916374/-israel--hace-estallar-walkie-talkies-de-hizbullah-de-l%c3%adbano AGM4 https://www.larazon.es/internacional/estados-unidos-suministra-40-misiles-agm4-marruecos-misiles-sus-f16_2024092066ed2f1afcf7b300013ade50.html Goy traidor https://itongadol.com/israel/arrestaron-a-un-israeli-reclutado-por-iran-para-asesinar-a-netanyahu-gallant-o-al-jefe-del-shin-bet FurroBot https://www.lmneuquen.com/neuquen/la-historia-la-chica-que-se-autopercibe-robot-y-fue-al-colegio-don-bosco-neuquen-n1143347 Biblia Shem Tov https://www.enlacejudio.com/2024/09/14/la-biblia-shem-tov-con-un-milagroso-viaje-de-supervivencia-se-vende-en-una-subasta-por-69-mm/ Ladron ligón https://iharare.com/blue-circle-bus-robber-jailed-84-years-after-trying-to-impress-bar-lady/ El Piyi https://www.infobae.com/mexico/2024/09/20/cae-el-piyi-jefe-de-seguridad-de-ivan-archivaldo-y-el-hombre-que-no-tenia-permitido-mostrarse-en-publico/ Karina wanted https://www.larazon.es/internacional/venezuela-tramita-orden-captura-javier-milei_2024091966ec9e33b3741e0001ec44c5.html Bukakele desarticulador https://okdiario.com/internacional/bukele-da-desarticuladas-pandillas-salvador-balance-82-000-encarcelados-13472567 Doctor Trucho https://iharare.com/fake-doctor-arrested-at-mpilo-hospital-while-attending-to-patients/ Novias austranglas https://www.dailymail.co.uk/news/article-13858225/Australian-ISIS-brides-children-syria-detention-camp.html?ito=native_share_article-nativemenubutton Hotel Hohol https://www.google.com/amp/s/unn.ua/en/amp/hotel-ukraina-in-the-center-of-kyiv-was-sold-at-auction-for-uah-25-billion-the-price-increased-24-times Laponia atlantista https://avia-es.com/news/nato-stroit-novuyu-voennuyu-bazu-na-granice-s-rossiey Estrella Roja https://borneobulletin.com.bn/sri-lanka-to-vote-in-first-poll-since-economic-collapse/ Estudiantes Asesinados https://www.dawn.com/news/1859968/pro-hasina-student-leader-beaten-to-death-on-dhaka-campus Kolej Islamic Teknical https://dayakdaily.com/sarawak-govt-to-establish-kolej-islam-teknikal-to-bridge-islamic-teachings-with-technical-skills/ Kpopers Apalillados https://www.thestar.com.my/aseanplus/aseanplus-news/2024/09/19/bill-proposes-stricter-limits-on-work-hours-for-child-idols-actors-in-south-korea Flopper Street https://www.elconfidencial.com/inmobiliario/inversiones-alternativas/2024-09-17/fiasco-conciertos-bernabeu-sixth-street_3963587/ Manzaning Kartoffen https://www.diariodemallorca.es/sucesos/sucesos-mallorca/2024/09/18/detenido-aleman-introducir-manzanas-ano-108290576.html Jimmy Polígrafo https://www.periodistadigital.com/television/3-segundos/20121112/sexo-realeza-hijos-secretos-intimidades-isabel-gemio-ataques-franco-bestialidades-poligrafo-jimmy-gimenez-arnau-noticia-689401379230/ Fugarrush https://allafrica.com/stories/202409200087.html Jimmy enrosque https://www.larazon.es/gente/famosos/muere-jimmy-gimenezarnau-80-anos-edad_2024091766e999f73c87870001e2d5fa.html Marroquíno homofogo https://www.larazon.es/cataluna/detenido-menor-marroqui-barcelonapor-delito-odio-agredio-homosexual-maquillado_2024091766e95040fcf7b30001370f76.html Smonbie Lanzallamas https://www.thestar.com.my/aseanplus/aseanplus-news/2024/09/19/man-who-slashed-brother-after-he-left-dental-floss-on-toothbrush-and-turned-off-wi-fi-gets-jail Chicas Anime https://www.thestar.com.my/aseanplus/aseanplus-news/2024/09/19/singaporean-man-with-anime-fantasy-fetish-for-girls-in-school-uniform-pleads-guilty-to-molesting-11-year-old Radios explosivas https://avia-es.com/news/v-sirii-nachali-vzryvatsya-radiostancii-baofeng-uv-5r Coliving y Flex living https://www.epe.es/es/activos/20240919/santander-aedas-homes-coliving-madrid-valencia-108291632?pimec-source=www.diariodemallorca.es&pimec-widget=48&pimec-config=607&pimec-mod=0&pimec-pos=0&_gl=1*1i1bb4n*_ga*MTA2ODY3NzMzOS4xNzI2ODIzODEy*_ga_WNG69H85SQ*MTcyNjgyMzgxMS4xLjEuMTcyNjgyNDA2NC40NC4wLjA. EcoAmarillismo https://www.eldiario.es/1_b1f4f8?utm_campaign=botonera-share&utm_medium=social&utm_source=telegram Palille PostMortem https://cactus24.com.ve/2024/08/12/cadaver-de-albanil-es-velado-fuera-de-ataud-construyendo-una-pared/ Rey de los Regalos https://www.dailystar.co.uk/news/latest-news/freebie-fanatic-sir-keir-starmers-33708584 Lena Kotré Kubotan https://www.tagesspiegel.de/politik/eine-mordwaffe-kein-spielzeug-afd-politikerin-verteilt-waffen-als-wahlkampfgeschenke-12403076.html Abusao a Debate https://www.swissinfo.ch/spa/el-parlamento-franc%C3%A9s-aprueba-debatir-sobre-la-destituci%C3%B3n-de-macron/87565494 Eurobonos https://es.euronews.com/my-europe/2024/09/18/el-nuevo-comisario-de-defensa-de-la-ue-andrius-kubilius-busca-fondos-incluso-con-eurobonos Barco Explosivo https://www.dn.se/sverige/larm-om-skadat-fartyg-med-explosiv-rysk-last-pa-vag-in-i-ostersjon/ MochaManos https://metropoliabierta.elespanol.com/nou-barris/20240917/michael-el-ecuatoriano-que-le-corto-la-mano-su-pareja-en-santa-coloma-se-entrega-comisaria/886661379_0.html Sanitario Gamer https://www.elmundo.es/madrid/2024/09/17/66e942fee85ece6a478b4582.html Primae nocte https://www.eleconomista.es/informalia/casas-reales/noticias/12989800/09/24/juan-carlos-i-harto-de-la-linea-roja-que-le-impide-pernoctar-en-zarzuela-cuando-visita-madrid.html Infancia complicada https://www.elespanol.com/mujer/protagonistas/20240920/infancia-complicada-referentes-comunistas-fan-senor-anillos-controvertida-georgia-meloni/886911341_0.html Rumores Xenofobos https://www.20minutes.fr/monde/4110792-20240918-non-allemagne-finance-programmes-enseigner-migrants-comment-sortir-femmes-locales Exportacion Sueca de delincuentes https://www.dn.se/sverige/svensk-export-av-gangkriminella-oroar-finlands-statsminister/ Drones Cazadores https://www.dn.se/sverige/snart-kan-dronare-komma-att-anvandas-i-vildsvinsjakten/ Crisis Monetaria https://www.eleconomista.es/mercados-cotizaciones/noticias/12990554/09/24/la-misteriosa-crisis-de-noruega-con-su-moneda-abre-el-debate-sobre-vincularse-al-euro-para-someter-la-inflacion.html Refineria de Litio https://es.euronews.com/my-europe/2024/09/19/abre-en-en-alemania-la-primera-refineria-de-litio-de-europa Ministra volcada https://www.larazon.es/internacional/roban-bolso-ministra-britanica-policia-delincuencia-conferencia-altos-cargos-policiales_2024091266e30ffcfcf7b30001596bec.html Clan de los chilotes https://www.elmundo.es/madrid/2024/09/20/66ec406021efa005218b459a.html Caballo de hierro https://avia-es.com/news/ilon-mask-otklyuchil-kadyrovu-ego-cybertruck-s-pulemyotom TravaCidio https://www.leparisien.fr/faits-divers/en-georgie-linfluenceuse-transgenre-kesaria-abramidze-tuee-au-lendemain-du-vote-dune-loi-anti-lgbt-19-09-2024-SVOEJAQ67ZAEFBJ63E4XC4JPWA.php Ataque Aislado https://borneobulletin.com.bn/12-year-old-boy-stabs-injures-six-children-at-school-in-portugal/ En Moscú https://avia-es.com/news/v-centre-moskvy-vzorvalsya-smartfon-vo-vremya-kiberataki-izrailya Jamaat Nusrat Al-Islam Wal-Muslimeen (JNIM https://avia-es.com/news/boeviki-unichtozhili-v-stolice-mali-6-samolyotov Peruano Rasista (bolita Agredido) https://www.ultimahora.es/sucesos/ultimas/2024/09/17/2242355/delito-odio-peruano-dice-boliviano-sudaca-mierda-acaban-tortazos-supermercado.html .AsaltaAbuelas https://elcaso.elnacional.cat/es/noticias/asaltabuelas-violento-centro-lleida-asaltado-tres-abuelas-89-93-95-dentro-su-casa_1285746102.html Narco Influencers https://www.vozpopuli.com/espana/madrid/narco-influencers-presumen-instagram-traficar-drogasplazas-lavapies.html Sacrificios Sin Control https://elfarodeceuta.es/sanidad-sacrificara-cabras-ovejas-gallos-conejos-sin-control/ Hoholes moderados https://avia-es.com/news/nziv-ukrainskie-voennye-atakovali-rossiyskuyu-bazu-v-sirii Tuercaflojismo a distancia https://avia-es.com/news/u-pogibshego-v-aviakatastrofe-prezidenta-irana-mog-vzorvatsya-peydzher Distribiios PeluColoniales https://avia-es.com/news/na-martinike-vveden-komendantskiy-chas-iz-za-masshtabnyh-besporyadkov Fall Weiss https://www.blikk.hu/aktualis/kulfold/donald-tusk-lenygelorszag-arviz-katonak/5kwx4dn Ajedrecista Degenerado https://www.fr.de/sport/sport-mix/benutzte-kondome-an-konkurrentinnen-verschickt-schach-profi-sorgt-fuer-skandal-93311155.html FurroCafeteria https://www.infobae.com/espana/2024/09/19/corgi-cafe-la-primera-cafeteria-de-espana-regentada-por-una-perra/ AlNusrUkros https://avia-es.com/news/ukrainskie-voennye-pribyli-v-idlib-dlya-obucheniya-terroristov-ispolzovaniyu-dronov Al Farrush https://www.ucodigital.com.ar/noticias/el-magnate-de-harrods-mohammed-al-fayed-acusado-de-violacion-cinco-ex-empleados-dicen-que-el-difunto-multimillonario-los-acoso-sexualmente-y-encubrio-acusaciones/59843/ Selso parlamentario https://www.vozpopuli.com/espana/condon-parlamento-vasco-sd.html Infamia comparativa https://itongadol.com/antisemitismo/noruega-un-mural-de-ana-frank-con-una-keffiyeh-establece-paralelismos-entre-las-victimas-del-holocausto-y-los-civiles-palestinos-de-gaza Comisario Lenin ( RaminaTrans) https://www.larazon.es/espana/alto-cargo-interior-dice-que-lenin-comisario-confianza-marlaska-puso-contacto-empresa-trama-koldo_2024091966ebfa58fcf7b3000139ad71.html Ecuador oscuro https://www.rfi.fr/es/am%C3%A9ricas/20240919-apagones-nocturnos-en-ecuador-podr%C3%ADan-extenderse-a%C3%BAn-m%C3%A1s-advierte-experto-en-energ%C3%ADa Imperialismo Luso https://okdiario.com/internacional/olivenza-reclamada-portugal-esta-lista-cia-zonas-conflictivas-como-gaza-o-cachemira-13475906

The broad-based equity rally may be evidence of revived upside momentum. New York Life Investments' Lauren Goodwin, CIC Wealth's Malcolm Ethridge, and Merrill and Bank of America Private Bank's Chris Hyzy discuss whether the upswing can last. Plus, Deepwater Asset Management's Doug Clinton reveals his pick for winner in AMD's latest challenge to Nvidia. And, DataTrek Research's Nick Colas shares his top two sectors for the remainder of 2024.

Amazon hit a major milestone today. So, how did that happen and where could the stock go from here? Kate Rooney and Amazon shareholder Hightower's Stephanie Link break down all the details. Plus, Deepwater Asset Management's Doug Clinton tells us how he is navigating the tech trade – as the Nasdaq is on pace for its best month of the year. And, Seema Mody breaks down all the highlights from Nvidia's shareholder meeting and what to expect from Micron's report in Overtime. 

Doug Clinton discusses how AI models can drive investment decisions.

Trivariate's Adam Parker, iCapital's Anastasia Amoroso and Wells Fargo's Sameer Samana break down what they are expecting from earnings – and what it could mean for the broader market. Plus, Meta shareholder Doug Clinton drills down on what he's watching from that report tonight. And, Elizabeth Burton from Goldman Sachs Asset Management reveals how investors should be positioning their portfolios amid all of the rate cut uncertainty. 

AI stocks have seen a big run recently. This has led many fundamental-based investors to suggest that things have gotten ahead of themselves. Some have even suggested AI is already in a bubble. But what if we are still in the early innings? What if a bubble is just getting started that could eventually exceed the dotcom bubble? Those are the questions we tackle this week with Deepwater's Doug Clinton. Doug wrote a thought-provoking tweet in which he suggested that studying past tech booms suggests that this one might only be getting started. We dig into that idea with Doug. We also discuss the unique AI driven stock picking strategies he has been running, what AI might mean for the future of investing and a lot more. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://excessreturnspod.com FIND OUT MORE ABOUT VALIDEA ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JACK Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠⁠

Is the risk surrounding the rally increasing as the S&P keeps rising and some big name stocks go parabolic? Trivariate's Adam Parker and NB Private Wealth's Shannon Saccocia give their expert takes. Plus, the mega caps have seen double digit gains for the year. But can this narrow leadership continue its grind higher? Doug Clinton from Deepwater Asset Management weighs in. And, Nvidia rocketing higher once again. We tell you what's behind that move and how the other chip stocks are reacting. 

Is this still a routine and needed pause after an overheated rally at the end of 2023? Or is the pressure building toward something more serious? Our all-star panel of Solus' Dan Greenhaus, Virtus' Joe Terranova and Crossmark's Victoria Fernandez break down their thoughts. Plus, Doug Clinton from Deepwater Asset Management is bracing for an AI bubble. He explains how this factors into his 2024 tech playbook. And, top technician Jeff DeGraaf thinks it's time to buy the dip in small caps. He makes his case. And, Humana shares getting hit today. CNBC's Bertha Coombs reveals what is behind that move. 

On this week's episode of DeepTech315 Gene Munster and Doug Clinton talk about OpenAI's DevDay, X.AI's Grok, and Humane's AI Pin. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

In this week's episode of DeepTech315 Deepwater Asset Management's Managing Partners Gene Munster and Doug Clinton talk about Apple's Earnings and AI Initiatives, and Biden's new executive order: Safe, Secure, and Trustworthy Artificial Intelligence. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

Is the risk/reward for your money about to get better as some are suggesting? Adam Parker of Trivariate Research and Emily Roland of John Hancock Investment Management give their expert forecasts. Plus, Doug Clinton of Deepwater Asset Management breaks down where he is seeing opportunity in tech ahead of the wave of earnings. And, Meera Pandit – JP Morgan Asset Management's Global Market Strategist – weighs in on how she is navigating uncertainty overseas amid the war between Israel and Hamas.

Finding companies that can sustain persistent growth over long periods of time can lead to exceptional returns. Those of us who have witnessed the returns of the great technology companies of the past decade have seen that firsthand. But identifying those companies in advance can be incredibly difficult. In this episode, we talk with Deepwater's Gene Munster and Doug Clinton about how they seek to find the great growth companies of the future. We discuss the characteristics of firms that achieve persistent growth and how they seek to find them. We also take a tour of the current major areas of innovation they are looking at including artificial intelligence, robotics, autonomous vehicles, fintech and the metaverse and discuss the opportunities they see in each of them. We hope you enjoy the discussion. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com/excess-returns-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW OUR BLOG ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blog.validea.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JACK Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠

To help us answer those questions, we've brought in a few expert tech investors. 7investing CEO Simon Erickson recently spoke with Deepwater Asset Management's Gene Munster and Doug Clinton, who have been investing in technology for decades. Deepwater is a global asset manager based in Minneapolis, MN. The three kicked off their conversation by discussing Deepwater's investing philosophy and vision. Gene explains that their firm likes to dive deep into three core areas of technology: AI, automation, and the Metaverse. They use those as a starting point, to further screen for the best-in-breed companies with persistent growth. And finally, they look for the select few which they have the most conviction in; which is something that can't be easily found or simply modeled in spreadsheets. Doug goes on to explain the "three buckets" of investing timeframes. Some investors think only in terms of quarterly earnings and others only in terms of long-term trends. But Deepwater prefers to be in the third bucket -- from 3 to 5 years -- where they can more measurably assess what will happen in the near-term future. It turns out that predicting what the world will look like a decade from now is incredibly difficult. Gene and Doug both then discuss the FinTech sector, which is quickly transitioning from bricks and mortar to digital. Brazil's NuBank, Block, and Apple could all be opportunities for investors, as they are gaining share but without having legacy operational costs. The group then discusses the macroeconomic climate. Gene points to several companies like Home Depot still reporting disappointing earnings, and that is leading to institutional investors being cautious. But bigger-picture, it's more important to find quality companies and to size into positions over time. Simon asks them about valuation, and they described their methodical process for determining a fair price. In the second segment, the three discuss several of Deepwater's larger positions, including Meta Platforms (Nasdaq: META),  CrowdStrike (Nasdaq: CRWD), ACV Auctions (Nasdaq: ACVA), and Everbridge (Nasdaq: EVBG). They conclude with a fun "lightning round", where Simon spots them up with questions about AI and the market's largest technology companies. Publicly-traded companies mentioned in this podcast include Meta Platforms, CrowdStrike, Everbridge, ACV Auctions, NuHoldings, Block, Amazon, and Apple. 7investing's advisors and/or its guests may have positions in the companies that are mentioned. Don't miss out on future conversations like this! 7investing will be publishing upcoming interviews with the CEOs of PubMatic, Rocket Lab, and more. Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox. --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message

In today's podcast, we discuss credit union name changes with the President and CEO of Koin Credit Union, Doug Clinton. His credit union recently changed its name from Lifeway Credit Union to Koin CU- listen in as he highlights the reasons why, how they did it, and what you should do if you are thinking of a name change.      Douglas P Clinton   https://www.linkedin.com/in/douglaspclinton/ Koin Credit Union was founded on one ideal – to leverage Christ-Centered Stewardship to improve the financial lives of our members through ethics, responsibility, and prudent leadership. They're all integral components we believe help us achieve that lofty goal. It's that simple.     We Are Koin We are a small group of people who care about other people. We are a safe place for people who seek faith-based financial guidance and support. We are a community of like-minded individuals who want to make a difference. We are servants of Christ, who strive to grow his kingdom through generosity and stewardship.     We Are Fresh.   We do digital tools with a fresh approach: With human warmth and connection.     We Are Welcoming.   Just as Christ turns no one away, we welcome people at any stage in their financial and faith journey.     We Are Empathetic.   We do everything with a spirit of grace and humility, knowing we all fall short of the glory of God.     We Are Honest.   We understand the trust you put in us as stewards of your finances. We honor that trust with transparency and integrity.     We are Stewards of Christ.   Our unwavering goal is to grow the kingdom through the generosity and Christ-centered stewardship.              

Doug Clinton, Managing Partner with Loup Ventures talks with us about the challenges and opportunities associated with addictive technologies and how innovative companies are designing for time well spent from the ground up.

Walmart delivers big online sales. Target and Williams-Sonoma hit all-time highs. Home Depot and Lowe’s fall on earnings. Amazon gets into the pharmacy business. And Radio Shack returns! Motley Fool analysts Andy Cross and Jason Moser discuss those stories and weigh in on the latest from Intuit, Workday, Goldman Sachs, and Zaxby’s. Plus, Andy and Jason share two investment ideas on their radar: Cerence and Roblox. And Loup Ventures managing partners Gene Munster and Doug Clinton take stock in the future of video games and talk Apple, Google, and Microsoft. To get 40% off our Everlasting Portfolio service, go to Fool.com/EP

Interview starts: 6:38Debrief starts: 32:46Doug Clinton is the managing partner of Loup Ventures. A Midwest-based venture firm, Loup Ventures was founded in 2017, and to date, they have made exciting investments focusing on frontier tech. Their latest concentrations include neuro-tech and BCI, as well as anti-aging companies. In today's interview, Doug maps out the scene of frontier tech and gives us his thoughts on the consequences such technologies may have in the future.We discuss: AD: Finding experienced employees for your new business with Integrity Power Search (5:27) About Loup (6:47, 11:00) "Deciding" the next big technology (7:52) Technology false starts (10:13) Least exciting new technologies (11:45) Most exciting new technologies (14:38) Neuro-tech and its human implications (15:27) Past investments (20:53) Investing in technologies that answer existential problems (23:56) Researching new technologies (28:57) Health and anti-aging tech (30:28) Learn more about Loup Ventures: https://loupventures.com/Follow upside on Twitter: https://twitter.com/upsidefmAdvertise with an upside classified: https://upside.fm/classifieds--This episode is sponsored by Integrity Power Search, the #1 full stack high growth startup recruiting firm between the coasts. They partner with venture capitalists, private equity groups and CEOs to build amazing teams for the world's most disrupting companies.Learn more about or get in touch with Integrity Power Search: https://upside.fm/integrity

Avery Bedows and Doug Clinton are part of Loup Ventures, a venture capital firm that invests in frontier technology. In this episode, which is the first of a quarterly series on neurotech news, they discuss recent events regarding investment in neurotech companies as well as growths and developments within the neurotech industry. Top three takeaways: Companies can sometimes look at the value of an investment not just in terms of revenue, but in terms of gaining a strong foothold in an upcoming area of development The Neuralink presentation gave more of a long-term view of future goals, in an attempt to increase their hiring and rein in excitement By 2020, there will be a lot more neurotech startups and overall more capital present within the industry, and lots of opportunities for investors   [0:00] Ladan introduces the episode and his guests, Avery Bedows and Doug Clinton, who are with Loup Ventures [2:00] Facebook acquired CTRL-labs for $500 million, Avery discusses the significance of this [5:00] There is discussion over whether Facebook is more interested in brain-computer interfaces or VR [8:45] The value of the investment is explored and it is discussed whether Facebook acquired CTRL-labs more for monetary gain or as a way to truly enter the field of VR/AR [12:00] Thomas Reardon, a co-founder of CTRL-labs and inventor of Internet Explorer, knew that his product reached a lot of people, but wasn’t part of a full-blown platform, so he needed to plug it into a company that provided the full-blown platform [15:10] Topic switches to Neuralink, Ladan and the guests discuss their thoughts on the Neuralink presentation where Elon Musk discusses the automation of electrode-thread implantation [18:20] Avery discusses what he found most interesting about the whole presentation and how he interprets it [21:50] Avery discusses some motivations for being in neuro that he has found in people [25:45] Doug mentions that the future of interface with which we communicate may be related to VR/AR, beyond that it may tie to direct interface with brain [27:40] Topic switches to Loup Ventures’ investment in Rune Labs, Avery and Doug provide some background and opinions [31:30] Big picture for Rune Labs is seeing data platform for intracranial data from the brain, using data to enable other development of medical applications [33:30] There will likely be more capital in 2020 within this whole field, we will see info about young startups, lots of early stage neuro

Doug Clinton, Managing Partner with Loup Ventures talks with us about the challenges and opportunities associated with addictive technologies and how innovative companies are designing for time well spent from the ground up.

This is the first of our Neural Implant roundtable where we talk with former guests Doug Clinton of Loup Ventures, Manfred Franke of Neuronoff, and Avery Bedows who founded the neural implant blog, the Substrate.   This podcast focuses on the relationship between the public and the neurotechnology in the modern world. The key questions concerning the podcasts involve what, when, how and why should neurotechnology be discussed in public. ~0min - introductions and explaining their experiences that could provide perspective to the discussion.  ~7min - how neural stimulation can promote healing similar to a pill in medicine.  11:30 - the participants discuss increased investment in neural technologies. ~20 min - Discussions of the difficulties of getting answers from brain scans and transition to regulations posed by the FDA. They agree that people must gain trust through witnessing other people consume neural technologies for the idea to gain popularity.   This was a great show and the format went well. I think there will be more of these types of shows in the future.

Ladan Jiracek is the creator of the Neural Implant Podcast. He’s currently a Laboratory Technician in Dr. Kevin Otto’s lab at the University of Florida. Ladan completed his B.E. in Mechanical Engineering at the University of Utah, and his M.Sc...

I've actually been in contact with Doug Clinton for many months but only now have done an episode. He is a managing partner at Loup Ventures which has recently invested money in companies such as Neurable and former guest Paradromics. In this episode, we talk about why their firm invests in companies which have a longer time horizon like medical device companies rather than software companies like in Silicon Valley. He talks about what he looks for in a company when investing and why their companies don't worry about FDA approval and even see it as a benefit. Doug is also the host of the Neurotech Podcast which covers many similar things in the field of Neural Implants but with a eye more towards the investment side of things.

Shorty’s Good Time Cafe is known for many things: friendly service, a great burger, a kickin’ breakfast special. But hunger isn’t reserved just for customers. The Toilet That Eats People was written by Doug Clinton and starred (in order of appearance): Melissa Carroll as Rachel Tessa Payne Clinton as Jean Russell Gold as Mr Summers...

Shorty’s Good Time Cafe is known for many things: friendly service, a great burger, a kickin’ breakfast special. But hunger isn’t reserved just for customers. The Toilet That Eats People was written by Doug Clinton and starred (in order of appearance): Melissa Carroll as Rachel Tessa Payne Clinton as Jean Russell Gold as Mr Summers...

The Snow Valley Snow Jam is about to start and there’s been another murder. Can Charley figure out who the killer is, or will she have to take a back seat to the clueless Clu Blue? A Fragrance Most Foul Chapter 9: The Fire Burns Out, was written by Doug Clinton and stars (in order...

Some jumps are sweet, others are sick, but none of them are dead. Unless by jump you mean Lyle LeBeouf. Did Lucas Vinson kill him, or is there someone else with an even more sinister plan involved? A Fragrance Most Foul Chapter 8: Odor of Guilt, was written by Doug Clinton and stars (in order...

Lyle LeBoeuf is dead and accusations are flying like snow on… well, on a very snowy day. With so many people trying to win the Snow Valley Snow Jam, is this the start of a race war? A Fragrance Most Foul Chapter 7: The Scent of Suspicion, was written by Doug Clinton and stars (in...

There’s been a murder at the Diamond Mansion and all the usual suspects are conspicuously present. Will Charley figure out who the murderer is before he or she can “strike” again? A Fragrance Most Foul Chapter 6: The Scent of Suspicion, was written by Doug Clinton and stars (in order of appearance): Tessa Payne Clinton...

It’s the opening ceremonies for the Snow Valley Snow Jam and everyone in town will be there. Including a murderer. Fortunately, Charley has two dates to keep safe. A Fragrance Most Foul Chapter 5: A Flicker of Doubt, was written by Doug Clinton and stars (in order of appearance): Tessa Payne Clinton as Charley Chandler...

Allie Allison is out of jail, a fancy Firebolt has been wrecked, and there’s a new detective on the trail of something suspicious. You may need some coffee to keep up, just be sure to maintain your caffeine balance. A Fragrance Most Foul Chapter 4: The Fire Burns, was written by Doug Clinton and stars...

The Snow Valley Snow Jam is the third largest snow mobile race in Western Massachusetts. It’s very dangerous and highly competitive, perhaps murderously so. Join sleuth-by-accident Charley Chandler as she takes candle-making and crime-solving to new heights. A Fragrance Most Foul Chapter 1: The Match is Struck, was written by Doug Clinton and stars (in...

A young couple on vacation have a run-in with an innocent bystander. They suddenly find themselves in a situation they can’t get out of. Hit and Run was written by Rob Britt and Doug Clinton and stars (in order of appearance): Nat Jones as the Narrator Sarah Coe as Lisa C. Michael Whaley as Todd Nakita Jean-Charles...

Doug Clinton joins Rob to discuss the first movie based on a board game, Clue. The post RMC #010 – Clue w/ Doug Clinton appeared first on The Geek Generation.

This episode features Dogear co-founder Doug Clinton reading his post launching Dogear Transformer, a new service from Dogear that helps authors record audio versions of their written content. The audio for this recording was captured on an iPhone 6 and optimized via post production. Given the quality difference of the normal microphones we use compared to the microphone in the iPhone, the sound is different. Feel free to send feedback on the audio quality as well as Dogear Transformer to doug@heardogear.com. You can read more about Dogear Transformer here: http://www.heardogear.com/blog/2015/8/18/your-voice-is-your-next-online-identity