Two Quants and a Financial Planner
By Excess Returns
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Category: Investing
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Episodes: 137
Description
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.
| Episode | Date |
|---|---|
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He Studied 100 Years of Bubbles. He Exposed Private Equity's Volatility Illusion | The Weekly Wrap
|
May 25, 2026 |
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He Invested Through Five Bubbles. He Wrote the Book on Them | The Weekly Wrap - 5/17/2026
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May 17, 2026 |
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The S&P 500 is Just 46 Stocks. 89% of the Economy is Flatlining | What We Learned This Week
|
May 11, 2026 |
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Outperformed by Mom | The Weekly Wrap – 5/2/2026
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May 03, 2026 |
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We Asked David Rosenberg, Chris Bloomstran and Cameron Dawson What This Market Is Getting Wrong
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Apr 26, 2026 |
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We Asked Liz Ann Sonders, Jim Grant, and Brent Donnelly What Investors Miss About This Market
|
Apr 19, 2026 |
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The Recession Signal Hidden in Walmart | The Weekly Wrap - 4/12/2026
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Apr 12, 2026 |
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The 1 in 18,900 Bet | Practical Lessons from Michael Maboussin, Katie Stockton, Ben Hunt, Kuppy and Aahan Menon
|
Apr 05, 2026 |
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The Shock No One Can Price | The Weekly Wrap - 3/29/2026
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Mar 29, 2026 |
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The War No One Can Price | The Weekly Wrap – 3/22/2026
|
Mar 22, 2026 |
|
14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026
|
Mar 14, 2026 |
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From AI Hype to Hard Money | The Weekly Market Insight – March 8, 2026
|
Mar 08, 2026 |
|
The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose
|
Feb 23, 2026 |
|
The Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen
|
Jan 04, 2026 |
|
The Most Underutilized Concept in Investing | Four Lessons from Michael Mauboussin
|
Nov 08, 2025 |
|
How to Avoid Selling Your Next 100-Bagger | Practical Lessons from Chris Mayer
|
Aug 11, 2025 |
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The Fourth Turning is Here. But It Isn’t What You Think | Practical Lessons from Neil Howe
|
Jul 14, 2025 |
|
When Easy Markets Hide Hard Truths | Practical Lessons from Richard Bernstein
|
Jul 06, 2025 |
|
QE Myths. Free Trade Lies. Fatal Mistakes | 12 Great Investors Share Their Most Unpopular Beliefs
|
Jun 30, 2025 |
|
20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire
|
Jun 09, 2025 |
|
The Great Distortion: The Hidden Impact of Passive Investing | Practical Lessons from Mike Green
|
May 26, 2025 |
|
Sequence Risk Can Derail Your Retirement: Here is How to Stop It | Practical Lessons from Wade Pfau
|
May 19, 2025 |
|
The Seismic Shift Markets Are Missing | Practical Lessons from Ben Hunt & Grant Williams
|
May 12, 2025 |
|
The Diversification Delusion | The Risk that Leaves Both Stocks and Bonds Exposed
|
May 07, 2025 |
|
The Irrecoverable Error: Risk, Ruin, and the Rules of Wealth | Practical Lessons from Guy Spier
|
Apr 28, 2025 |
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The Dark Side of Value Investing: Practical Lessons from Aswath Damodaran
|
Apr 16, 2025 |
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Tariffs Are Here. The Market is Down. Here is What It Means for Investors
|
Apr 03, 2025 |
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Most Great Traders Failed First: These Key Rules Saved Them | Practical Lessons from Jack Schwager
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Mar 31, 2025 |
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75% of Investors Will Disagree with These Ideas: Evidence Says They are True
|
Mar 24, 2025 |
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The Great Moderation is Over: Here is What Comes Next | Practical Lessons from Liz Ann Sonders
|
Mar 17, 2025 |
|
Value Investing: Dead or Just Misunderstood? | Special Guest: Tobias Carlisle
|
Mar 10, 2025 |
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Practical Lessons from Bob Elliott
|
Mar 03, 2025 |
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Practical Lessons from Warren Pies
|
Feb 24, 2025 |
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Practical Lessons from Cem Karsan | Inside the Hidden Forces Moving Markets
|
Feb 17, 2025 |
|
Practical Lessons from Jim Paulsen
|
Feb 10, 2025 |
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Practical Lessons from Jason Buck
|
Feb 03, 2025 |
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Practical Lessons from Ed Yardeni
|
Jan 27, 2025 |
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Practical Lessons from Cliff Asness
|
Jan 20, 2025 |
|
Practical Lessons from Warren Buffett | Timeless Wisdom from the Oracle of Omaha
|
Jan 13, 2025 |
|
Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives
|
Jan 06, 2025 |
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The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time
|
Dec 30, 2024 |
|
Do You Really Need International Diversification? 10 Top Investors Debate
|
Dec 23, 2024 |
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Practical Lessons from Andy Constan | Bridgewater, Macro Pillars and Navigating Deleveragings
|
Dec 17, 2024 |
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10 Great Investors Share Their Most Important Lesson
|
Dec 09, 2024 |
|
Practical Lessons from Ben Carlson
|
Dec 02, 2024 |
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What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig
|
Nov 25, 2024 |
|
The Six Most Controversial Takes from Excess Returns in 2024
|
Nov 18, 2024 |
|
Practical Lessons from Cullen Roche
|
Nov 11, 2024 |
|
Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival
|
Nov 04, 2024 |
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Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation
|
Oct 28, 2024 |
|
Practical Lessons from Rob Arnott
|
Oct 21, 2024 |
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Practical Lessons from Jerry Parker
|
Oct 14, 2024 |
|
Practical Lessons from Guy Spier
|
Oct 07, 2024 |
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Practical Lessons from Chris Davis
|
Sep 30, 2024 |
|
Practical Lessons from Michael Mauboussin
|
Sep 23, 2024 |
|
Quality and Low Volatility: The Factors That Get No Respect
|
Sep 16, 2024 |
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Practical Lessons from Aswath Damodaran
|
Sep 09, 2024 |
|
The Case Against Value Investing
|
Sep 03, 2024 |
|
Our Guests Gave Us 119 of Their Most Important Investing Lessons: We Give You Our Favorite 12
|
Aug 26, 2024 |
|
10 Common Misconceptions About Factor Investing
|
Aug 20, 2024 |
|
Inside the Recent Market Volatility | What You Need to Know to Navigate It
|
Aug 13, 2024 |
|
Lessons from Jack Schwager | 10 Things Long-Term Investors Can Learn from History's Best Traders
|
Aug 05, 2024 |
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What You Need to Know About Momentum Investing | Six Experts Help Us Understand the Basics
|
Jul 29, 2024 |
|
Practical Alternatives to the 60-40 Portfolio
|
Jul 22, 2024 |
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Eight Things We Learned from Our Interview with Mike Green | Practical Takeaways for Investors
|
Jul 15, 2024 |
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Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration
|
Jul 08, 2024 |
|
Lessons From Our Interview with Rick Ferri | The Benefits of Simplicity
|
Jul 01, 2024 |
|
A Practical Guide to the 4% Rule
|
Jun 24, 2024 |
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What You Need to Know About Analyzing Backtests
|
Jun 17, 2024 |
|
Timeless Investing Lessons | Breaking Down Corey Hoffstein's 15 Lessons from 15 Years Managing Money
|
Jun 10, 2024 |
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The Market is Expensive: Should You Care? | The Practical Implications of Market Valuation
|
Jun 03, 2024 |
|
Q&A | ETFs vs Mutual Funds, Asset Location, Sizing Focused Factor Strategies, Direct Indexing
|
May 27, 2024 |
|
Investor Q&A | GameStop, Value Spreads, AI Backtesting and the Market as a Casino
|
May 20, 2024 |
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Ten Lessons from Two Decades of Managing Money
|
May 13, 2024 |
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Lessons From 24 Market Experts | What We Learned From the 12 Hour PNL For a Purpose Livestream
|
May 06, 2024 |
|
Fact or Fiction: Inflation, Taxes and That $4 Cup of Coffee
|
Apr 29, 2024 |
|
The Double-Edged Sword of Trend Following
|
Apr 22, 2024 |
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The Importance of Managing Drawdowns in Retirement
|
Apr 15, 2024 |
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An In Depth Look at Low Volatility Investing
|
Apr 08, 2024 |
|
Lessons from Danny Kahneman | Investing in Practice Rather Than Theory
|
Apr 01, 2024 |
|
Understanding the Measurement of Inflation
|
Mar 25, 2024 |
|
10 Lessons From Warren Buffett's Annual Letter
|
Mar 18, 2024 |
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Ten Simple Lessons from Fama and French
|
Mar 11, 2024 |
|
The S&P 500 Is Highly Concentrated | Should You Be Worried?
|
Mar 04, 2024 |
|
David Einhorn Says the Market is Broken | We Debate Whether He is Right
|
Feb 26, 2024 |
|
The Intentional Investor | Justin Castelli
|
Feb 19, 2024 |
|
The Elusive Definition of Risk | And How to Manage It
|
Feb 12, 2024 |
|
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
|
Feb 05, 2024 |
|
Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More
|
Jan 29, 2024 |
|
The Key Criteria to Look at When Evaluating Active ETFs
|
Jan 22, 2024 |
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Lessons from Launching (and Shutting Down) a Small-Cap Value ETF
|
Jan 15, 2024 |
|
Lessons from the Rise and Fall (And Rise Again?) of ARK
|
Jan 08, 2024 |
|
Nine Investing and Life Lessons From 2023
|
Jan 01, 2024 |
|
Our 2024 Market Forecast | And Why You Shouldn't Listen to It
|
Dec 27, 2023 |
|
Four Ways Value Investors Can Use Momentum
|
Dec 18, 2023 |
|
Evaluating Alternatives to the 60-40 Portfolio
|
Dec 11, 2023 |
|
The Characteristics of a Good Investment Process - And How to Know When to Change It
|
Dec 04, 2023 |
|
Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More
|
Nov 27, 2023 |
|
What Investors Need to Know About Momentum Investing
|
Nov 20, 2023 |
|
An Inside Look at the Quality and Low Volatility Factors
|
Nov 13, 2023 |
|
Breaking Down Popular Value ETFs
|
Nov 06, 2023 |
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How Couples Can Have Better Conversations About Money with Heather and Doug Boneparth
|
Oct 30, 2023 |
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Is Value Investing Dead? A Quant and a Financial Planner Discuss
|
Oct 23, 2023 |
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Understanding the Business of Franchising with Ben Terrill
|
Oct 16, 2023 |
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Investor Q&A | Going to Cash, Laddering Bonds, International Diversification, Narrow Leadership
|
Oct 09, 2023 |
|
Roth Conversions | What Investors Need to Know
|
Oct 02, 2023 |
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The Many Sides of Diversification | Spreading Your Bets Across Stocks, Factors and Asset Classes
|
Sep 25, 2023 |
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A Detailed Look at Direct Indexing
|
Sep 18, 2023 |
|
Two Quants and a Financial Planner Talk Inflation
|
Sep 11, 2023 |
|
Breaking Down the Greatness of Warren Buffett
|
Sep 04, 2023 |
|
Behind the Curtain of 401K Plans with Law Professors Ian Ayres and Quinn Curtis
|
Aug 28, 2023 |
|
Untangling the Challenging Rules of Inherited IRAs
|
Aug 21, 2023 |
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A Quant and a Financial Planner Discuss Factor Investing
|
Aug 14, 2023 |
|
The Truth About Market Forecasts (And Dollar Cost Averaging)
|
Aug 07, 2023 |
|
A Young Financial Planner Shares His Most Important Insights for Early Career Investors
|
Jul 31, 2023 |
|
The Many Facets of Discipline in Investing
|
Jul 24, 2023 |
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A Financial Planner's View of Factor Investing
|
Jul 17, 2023 |
|
The Basics of Estate Planning
|
Jul 10, 2023 |
|
Lessons From the Epsilon Connect Conference
|
Jul 03, 2023 |
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Five Major Issues on Investors' Minds: Inflation, Recession, Valuations, AI Stocks, Geopolitics
|
Jun 26, 2023 |
|
Aligning Your Assets with Your Purpose: Lessons from Peter Mladina
|
Jun 19, 2023 |
|
Annuities: Useful Financial Planning Tool or Just a Bunch of Shady Steak Dinners?
|
Jun 12, 2023 |
|
Will ChatGPT Replace Financial Planners?
|
Jun 05, 2023 |
|
The Challenge of Understanding Your True Risk Tolerance
|
May 30, 2023 |
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Interpreting the Key Lessons from Great Investors
|
May 22, 2023 |
|
How Regular Investors Should Think About Alternatives to Stocks and Bonds
|
May 15, 2023 |
|
Lessons for Investors in Their Later Retirement Years
|
May 08, 2023 |
|
Using Variable Withdrawal Rate Strategies in Retirement
|
May 01, 2023 |
|
Using Monte Carlo Simulation in Retirement Planning
|
Apr 24, 2023 |
|
The Importance of Asset Location
|
Apr 17, 2023 |
|
Understanding the 4% Rule and Safe Withdrawal Rates
|
Apr 10, 2023 |
|
Lessons For Investors Approaching Retirement
|
Apr 03, 2023 |
|
Retirement Planning in Your Prime Earning Years
|
Mar 27, 2023 |
|
A Detailed Look at FDIC and SIPC Insurance and the Protections Available for Investors
|
Mar 21, 2023 |
|
What You Need to Know About Retirement Early in Your Career
|
Mar 13, 2023 |
|
A Primer on College Planning and Saving
|
Mar 06, 2023 |
|
The Basics of Goals-Based Planning
|
Feb 24, 2023 |