Two Quants and a Financial Planner
Business

Two Quants and a Financial Planner

by Excess Returns

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.

102 episodes
EN language
All Episodes
1
The Shock No One Can Price | The Weekly Wrap - 3/29/2026
1:07:08 Mar 29, 2026
2
The War No One Can Price | The Weekly Wrap – 3/22/2026
1:10:54 Mar 22, 2026
3
14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026
1:04:53 Mar 14, 2026
4
From AI Hype to Hard Money | The Weekly Market Insight – March 8, 2026
1:01:18 Mar 8, 2026
5
The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose
1:08:22 Feb 23, 2026
6
The Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen
1:02:42 Jan 4, 2026
7
The Most Underutilized Concept in Investing | Four Lessons from Michael Mauboussin
46:52 Nov 8, 2025
8
How to Avoid Selling Your Next 100-Bagger | Practical Lessons from Chris Mayer
54:43 Aug 11, 2025
9
The Fourth Turning is Here. But It Isn’t What You Think | Practical Lessons from Neil Howe
55:42 Jul 14, 2025
10
When Easy Markets Hide Hard Truths | Practical Lessons from Richard Bernstein
59:43 Jul 6, 2025
11
QE Myths. Free Trade Lies. Fatal Mistakes | 12 Great Investors Share Their Most Unpopular Beliefs
51:34 Jun 30, 2025
12
20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire
1:09:55 Jun 9, 2025
13
The Great Distortion: The Hidden Impact of Passive Investing | Practical Lessons from Mike Green
52:36 May 26, 2025
14
Sequence Risk Can Derail Your Retirement: Here is How to Stop It | Practical Lessons from Wade Pfau
1:02:38 May 19, 2025
15
The Seismic Shift Markets Are Missing | Practical Lessons from Ben Hunt & Grant Williams
1:05:57 May 12, 2025
16
The Diversification Delusion | The Risk that Leaves Both Stocks and Bonds Exposed
59:47 May 7, 2025
17
The Irrecoverable Error: Risk, Ruin, and the Rules of Wealth | Practical Lessons from Guy Spier
1:06:31 Apr 28, 2025
18
The Dark Side of Value Investing: Practical Lessons from Aswath Damodaran
1:08:07 Apr 16, 2025
19
Tariffs Are Here. The Market is Down. Here is What It Means for Investors
1:05:02 Apr 3, 2025
20
Most Great Traders Failed First: These Key Rules Saved Them | Practical Lessons from Jack Schwager
49:14 Mar 31, 2025
21
75% of Investors Will Disagree with These Ideas: Evidence Says They are True
55:37 Mar 24, 2025
22
The Great Moderation is Over: Here is What Comes Next | Practical Lessons from Liz Ann Sonders
52:43 Mar 17, 2025
23
Value Investing: Dead or Just Misunderstood? | Special Guest: Tobias Carlisle
1:07:59 Mar 10, 2025
24
Practical Lessons from Bob Elliott
58:01 Mar 3, 2025
25
Practical Lessons from Warren Pies
1:03:27 Feb 24, 2025
26
Practical Lessons from Cem Karsan | Inside the Hidden Forces Moving Markets
1:04:09 Feb 17, 2025
27
Practical Lessons from Jim Paulsen
1:05:57 Feb 10, 2025
28
Practical Lessons from Jason Buck
48:36 Feb 3, 2025
29
Practical Lessons from Ed Yardeni
52:22 Jan 27, 2025
30
Practical Lessons from Cliff Asness
58:08 Jan 20, 2025
31
Practical Lessons from Warren Buffett | Timeless Wisdom from the Oracle of Omaha
54:28 Jan 13, 2025
32
Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives
1:02:41 Jan 6, 2025
33
The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time
1:00:32 Dec 30, 2024
34
Do You Really Need International Diversification? 10 Top Investors Debate
57:06 Dec 23, 2024
35
Practical Lessons from Andy Constan | Bridgewater, Macro Pillars and Navigating Deleveragings
1:00:54 Dec 17, 2024
36
10 Great Investors Share Their Most Important Lesson
58:06 Dec 9, 2024
37
Practical Lessons from Ben Carlson
48:58 Dec 2, 2024
38
What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig
1:04:16 Nov 25, 2024
39
The Six Most Controversial Takes from Excess Returns in 2024
57:21 Nov 18, 2024
40
Practical Lessons from Cullen Roche
53:36 Nov 11, 2024
41
Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival
53:18 Nov 4, 2024
42
Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation
48:29 Oct 28, 2024
43
Practical Lessons from Rob Arnott
58:12 Oct 21, 2024
44
Practical Lessons from Jerry Parker
56:05 Oct 14, 2024
45
Practical Lessons from Guy Spier
58:23 Oct 7, 2024
46
Practical Lessons from Chris Davis
1:01:08 Sep 30, 2024
47
Practical Lessons from Michael Mauboussin
1:01:49 Sep 23, 2024
48
Quality and Low Volatility: The Factors That Get No Respect
1:00:10 Sep 16, 2024
49
Practical Lessons from Aswath Damodaran
1:03:19 Sep 9, 2024
50
The Case Against Value Investing
1:02:32 Sep 3, 2024
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