Hosted by Excess Returns · 🇺🇸 US · EN · 142 episodes
Established thought leaders with verified media credentials.
Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
Excess Returns hosts Two Quants and a Financial Planner, a business show with 142 episodes published.
This week’s Weekly Wrap breaks down the biggest investing lessons from our conversations with GMO’s Ben Inker and 100 Baggers author Chris Mayer. We discuss how to think about market bubbles, AI capital spending, earning
This week’s Excess Returns Weekly Wrap breaks down the biggest investing lessons from Aswath Damodaran, Andy Constan and Tobias Carlisle. We discuss SpaceX valuation, AI capital spending, IPO mechanics, market overvaluat
In this episode of the Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler break down two major conversations with Mike Green and Vanguard's Joe Davis. The discussion connects passive investing flows, mega-cap con
This week’s Excess Returns Weekly Wrap looks at the market stories that surprised us most, including the potential SpaceX IPO, extreme valuations, market structure, AI disruption, value investing, tech leadership and oil
This week’s Excess Returns Weekly Wrap breaks down the best investing insights from Adam Parker, Robert Hagstrom, and Eric Crittenden. We discuss why the market may still be trading on fundamentals, why valuation alone c
This week’s Excess Returns Weekly Wrap breaks down the biggest investing lessons from our conversations with Cliff Asness, Andy Constan, Gene Munster, Doug Clinton, and Ben Carlson. Jack Forehand and Matt Zeigler discuss
This week’s Excess Returns Weekly Wrap brings together highlights from our interviews with Jeremy Grantham, Andy Constan, Edward Chancellor and Marc Rubinstein to examine AI, bubbles, private credit, market structure and
This week’s Excess Returns Weekly Wrap looks at what Ian Cassel, Chris Mayer, Jim Paulsen and Elena Khoziaeva can teach investors about stock picking skill, inflation risk, AI, software moats, small caps and market conce
This week’s Excess Returns Weekly Wrap examines what Chris Davis and Rich Bernstein can teach investors about letting winners run, inflation risk, market concentration, dividends, AI, and the difference between economic
This week’s Excess Returns Weekly Wrap explores one of the most important questions in markets today: what’s really driving this rally, and how fragile is it beneath the surface. We break down the growing concentration i
This week’s Excess Returns Weekly Wrap brings together insights from Jim Grant, Liz Ann Sonders, and Brent Donnelly to break down the biggest forces driving markets right now, including war-driven inflation, oil shocks,
This week’s Excess Returns Weekly Wrap brings together insights from Jim Paulsen, Brent Kochuba, Anthony Wang, and Tom Hancock to break down what’s really driving markets right now—from recession signals and oil shocks t
This episode of Excess Returns Weekly Wrap brings together the most important ideas from a packed week of interviews, covering AI and base rates, the Magnificent Seven, commodities, macro risks, and practical investing f
This episode of Excess Returns Weekly Recap breaks down one of the most complex market environments in recent memory, from the global oil shock and its economic ripple effects to base rates, AI-driven productivity, and p
This week’s Excess Returns Weekly Wrap breaks down the biggest market drivers right now, including how markets price (or fail to price) war risk, why volatility signals are flashing unusual warnings, and what options mar
In this episode, we break down the most important insights from the week on Excess Returns,, with insights from Vitaliy Katsenelson, Jim Paulsen, and Joseph Shaposhnik. Markets today are being shaped by powerful crosscur
In this episode of Two Quants and a Financial Planner, Jack Forehand and Matt Zeigler highlight the most important investing insights from recent conversations across the Excess Returns podcast network. Drawing on discus
In this episode, we explore one of the most important but overlooked questions in investing: what is the purpose of your portfolio? Through a series of powerful clips and reflections from Aswath Damodaran, Meb Faber, Ben
In this episode, we discuss our biggest lessons from our interview with Bill Bengen, the creator of the 4 percent rule, and are joined by special guest Ben Tuscai. We explore how one of the most widely cited ideas in ret
In this episode, we kick off our book project, "The Most Important Investing Lesson: What the World’s Best Investors Would Teach You", with a deep dive into the ideas of Michael Mauboussin. We explore his most enduring l
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Two Quants and a Financial Planner is hosted by Excess Returns. The show is categorised under business (investing) and has published 142 episodes.
Two Quants and a Financial Planner has published 142 episodes.
Two Quants and a Financial Planner regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Two Quants and a Financial Planner average 60 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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