Podcast

Two Quants and a Financial Planner

Author: Excess Returns
Feed episode count: 145
Official site: https://excessreturnspod.com
RSS: https://anchor.fm/s/d9f6e850/podcast/rss
JSON: /v1/public/podcasts/two-quants-and-a-financial-planner-6020642
Markdown: /podcast/two-quants-and-a-financial-planner-6020642.md

Summary

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.

Episodes

Jul 20, 2026 · not_requested

Strong Jobs. Vanishing Workers. Are You Watching the Wrong Number? | 4 Things We Learned This Week

Duration seconds: 1954
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/Strong-Jobs--Vanishing-Workers--Are-You-Watching-the-Wrong-Number---4-Things-We-Learned-This-Week-e3m9p0g

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Jul 13, 2026 · not_requested

Tech Down 10%. Earnings at Record Highs. Which One Is Lying? | 5 Things We Learned This Week

Duration seconds: 1958
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/Tech-Down-10--Earnings-at-Record-Highs--Which-One-Is-Lying---5-Things-We-Learned-This-Week-e3m1b5g

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Jul 5, 2026 · not_requested

Expensive Market. AI Backlash. Are Investors Pricing the Wrong Risk? | 6 Things We Learned This Week

Duration seconds: 2350
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/Expensive-Market--AI-Backlash--Are-Investors-Pricing-the-Wrong-Risk---6-Things-We-Learned-This-Week-e3lm51d

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Jun 28, 2026 · not_requested

Easy Bubbles. Hard 100 Baggers. Useless AI | 6 Things We Learned This Week

Duration seconds: 2147
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/Easy-Bubbles--Hard-100-Baggers--Useless-AI--6-Things-We-Learned-This-Week-e3lcj52

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Jun 22, 2026 · not_requested

Expensive Market. Record Issuance. Can the Story Still Hold It Up? | 6 Things We Learned This Week

Duration seconds: 2040
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/Expensive-Market--Record-Issuance--Can-the-Story-Still-Hold-It-Up---6-Things-We-Learned-This-Week-e3l4991

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Jun 15, 2026 · not_requested

When the Fire Hose Meets the Megatrend | The Weekly Wrap

Duration seconds: 2123
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/When-the-Fire-Hose-Meets-the-Megatrend--The-Weekly-Wrap-e3kqahb

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Jun 8, 2026 · not_requested

The $1.75T IPO No One Can Price | 6 Things That Surprised Us This Week

Duration seconds: 2151
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-1-75T-IPO-No-One-Can-Price--6-Things-That-Surprised-Us-This-Week-e3kg6fo

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May 31, 2026 · not_requested

They Lose on Purpose — And Still Come Out Ahead | The Weekly Wrap - 5/31/2026

Duration seconds: 3745
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/They-Lose-on-Purpose--And-Still-Come-Out-Ahead--The-Weekly-Wrap---5312026-e3k59k2

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May 25, 2026 · not_requested

He Studied 100 Years of Bubbles. He Exposed Private Equity's Volatility Illusion | The Weekly Wrap

Duration seconds: 3989
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/He-Studied-100-Years-of-Bubbles--He-Exposed-Private-Equitys-Volatility-Illusion--The-Weekly-Wrap-e3js1bb

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May 17, 2026 · not_requested

He Invested Through Five Bubbles. He Wrote the Book on Them | The Weekly Wrap - 5/17/2026

Duration seconds: 4087
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/He-Invested-Through-Five-Bubbles--He-Wrote-the-Book-on-Them--The-Weekly-Wrap---5172026-e3jglin

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May 11, 2026 · not_requested

The S&P 500 is Just 46 Stocks. 89% of the Economy is Flatlining | What We Learned This Week

Duration seconds: 3990
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-SP-500-is-Just-46-Stocks--89-of-the-Economy-is-Flatlining--What-We-Learned-This-Week-e3j6s5c

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May 3, 2026 · not_requested

Outperformed by Mom | The Weekly Wrap – 5/2/2026

Duration seconds: 4188
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/Outperformed-by-Mom--The-Weekly-Wrap--522026-e3iqev5

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Apr 26, 2026 · not_requested

We Asked David Rosenberg, Chris Bloomstran and Cameron Dawson What This Market Is Getting Wrong

Duration seconds: 4328
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/We-Asked-David-Rosenberg--Chris-Bloomstran-and-Cameron-Dawson-What-This-Market-Is-Getting-Wrong-e3igcra

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Apr 19, 2026 · not_requested

We Asked Liz Ann Sonders, Jim Grant, and Brent Donnelly What Investors Miss About This Market

Duration seconds: 3942
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/We-Asked-Liz-Ann-Sonders--Jim-Grant--and-Brent-Donnelly-What-Investors-Miss-About-This-Market-e3i50op

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Apr 12, 2026 · not_requested

The Recession Signal Hidden in Walmart | The Weekly Wrap - 4/12/2026

Duration seconds: 4227
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-Recession-Signal-Hidden-in-Walmart--The-Weekly-Wrap---4122026-e3hpnma

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Apr 5, 2026 · not_requested

The 1 in 18,900 Bet | Practical Lessons from Michael Maboussin, Katie Stockton, Ben Hunt, Kuppy and Aahan Menon

Duration seconds: 3996
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-1-in-18-900-Bet--Practical-Lessons-from-Michael-Maboussin--Katie-Stockton--Ben-Hunt--Kuppy-and-Aahan-Menon-e3hfduv

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Mar 29, 2026 · not_requested

The Shock No One Can Price | The Weekly Wrap - 3/29/2026

Duration seconds: 4028
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-Shock-No-One-Can-Price--The-Weekly-Wrap---3292026-e3h52go

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Mar 22, 2026 · not_requested

The War No One Can Price | The Weekly Wrap – 3/22/2026

Duration seconds: 4254
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-War-No-One-Can-Price--The-Weekly-Wrap--3222026-e3gq43l

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Mar 14, 2026 · not_requested

14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026

Duration seconds: 3893
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/14-for-Tech--1-for-Everyone-Else--The-Weekly-Wrap--3142026-e3gebmh

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Mar 8, 2026 · not_requested

From AI Hype to Hard Money | The Weekly Market Insight – March 8, 2026

Duration seconds: 3678
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/From-AI-Hype-to-Hard-Money--The-Weekly-Market-Insight--March-8--2026-e3g4aiu

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Feb 23, 2026 · not_requested

The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose

Duration seconds: 4102
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-Question-No-One-Asks--What-Great-Investors-Taught-Us-About-Portfolio-and-Purpose-e3fg6f1

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Jan 4, 2026 · not_requested

The Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen

Duration seconds: 3762
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-Retirement-Rule-No-One-Gets-Right--Practical-Lessons-from-Bill-Bengen-e3d5qhc

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Nov 8, 2025 · not_requested

The Most Underutilized Concept in Investing | Four Lessons from Michael Mauboussin

Duration seconds: 2812
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-Most-Underutilized-Concept-in-Investing--Four-Lessons-from-Michael-Mauboussin-e3amcmv

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Aug 11, 2025 · not_requested

How to Avoid Selling Your Next 100-Bagger | Practical Lessons from Chris Mayer

Duration seconds: 3283
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/How-to-Avoid-Selling-Your-Next-100-Bagger--Practical-Lessons-from-Chris-Mayer-e36mjpi

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Jul 14, 2025 · not_requested

The Fourth Turning is Here. But It Isn’t What You Think | Practical Lessons from Neil Howe

Duration seconds: 3342
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-Fourth-Turning-is-Here--But-It-Isnt-What-You-Think--Practical-Lessons-from-Neil-Howe-e35hkic

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Jul 6, 2025 · not_requested

When Easy Markets Hide Hard Truths | Practical Lessons from Richard Bernstein

Duration seconds: 3583
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/When-Easy-Markets-Hide-Hard-Truths--Practical-Lessons-from-Richard-Bernstein-e3565s8

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Jun 30, 2025 · not_requested

QE Myths. Free Trade Lies. Fatal Mistakes | 12 Great Investors Share Their Most Unpopular Beliefs

Duration seconds: 3094
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/QE-Myths--Free-Trade-Lies--Fatal-Mistakes--12-Great-Investors-Share-Their-Most-Unpopular-Beliefs-e34iq89

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Jun 9, 2025 · not_requested

20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire

Duration seconds: 4195
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/20-000-Watched-in-Silence--Then-Buffett-Dropped-the-Bombshell---What-It-Means-for-Berkshire-e340dh1

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May 26, 2025 · not_requested

The Great Distortion: The Hidden Impact of Passive Investing | Practical Lessons from Mike Green

Duration seconds: 3156
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-Great-Distortion-The-Hidden-Impact-of-Passive-Investing--Practical-Lessons-from-Mike-Green-e33cifq

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May 19, 2025 · not_requested

Sequence Risk Can Derail Your Retirement: Here is How to Stop It | Practical Lessons from Wade Pfau

Duration seconds: 3758
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/Sequence-Risk-Can-Derail-Your-Retirement-Here-is-How-to-Stop-It--Practical-Lessons-from-Wade-Pfau-e331oeh

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May 12, 2025 · not_requested

The Seismic Shift Markets Are Missing | Practical Lessons from Ben Hunt & Grant Williams

Duration seconds: 3957
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-Seismic-Shift-Markets-Are-Missing--Practical-Lessons-from-Ben-Hunt--Grant-Williams-e32o1vt

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May 7, 2025 · not_requested

The Diversification Delusion | The Risk that Leaves Both Stocks and Bonds Exposed

Duration seconds: 3587
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-Diversification-Delusion--The-Risk-that-Leaves-Both-Stocks-and-Bonds-Exposed-e32haff

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Apr 28, 2025 · not_requested

The Irrecoverable Error: Risk, Ruin, and the Rules of Wealth | Practical Lessons from Guy Spier

Duration seconds: 3991
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-Irrecoverable-Error-Risk--Ruin--and-the-Rules-of-Wealth--Practical-Lessons-from-Guy-Spier-e3243kq

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Apr 16, 2025 · not_requested

The Dark Side of Value Investing: Practical Lessons from Aswath Damodaran

Duration seconds: 4087
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-Dark-Side-of-Value-Investing-Practical-Lessons-from-Aswath-Damodaran-e31k06r

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Apr 3, 2025 · not_requested

Tariffs Are Here. The Market is Down. Here is What It Means for Investors

Duration seconds: 3902
Source: https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/Tariffs-Are-Here--The-Market-is-Down--Here-is-What-It-Means-for-Investors-e312nv5

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