# Two Quants and a Financial Planner

Page: https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642
Text version: https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642.md
RSS feed: https://anchor.fm/s/d9f6e850/podcast/rss
Official site: https://excessreturnspod.com
Author: Excess Returns
Episodes: 145

## Resource

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.

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/two-quants-and-a-financial-planner-6020642
Markdown: https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642.md

## Episodes
- [Strong Jobs. Vanishing Workers. Are You Watching the Wrong Number? | 4 Things We Learned This Week](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/strong-jobs-vanishing-workers-are-you-watching-the-wrong-number-4-things-we-learned-this-week) — 2026-07-20T10:17:09+00:00
- [Tech Down 10%. Earnings at Record Highs. Which One Is Lying? | 5 Things We Learned This Week](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/tech-down-10-earnings-at-record-highs-which-one-is-lying-5-things-we-learned-this-week) — 2026-07-13T15:29:37+00:00
- [Expensive Market. AI Backlash. Are Investors Pricing the Wrong Risk? | 6 Things We Learned This Week](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/expensive-market-ai-backlash-are-investors-pricing-the-wrong-risk-6-things-we-learned-this-week) — 2026-07-05T13:19:02+00:00
- [Easy Bubbles. Hard 100 Baggers. Useless AI | 6 Things We Learned This Week](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/easy-bubbles-hard-100-baggers-useless-ai-6-things-we-learned-this-week) — 2026-06-28T12:52:53+00:00
- [Expensive Market. Record Issuance. Can the Story Still Hold It Up? | 6 Things We Learned This Week](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/expensive-market-record-issuance-can-the-story-still-hold-it-up-6-things-we-learned-this-week) — 2026-06-22T11:04:43+00:00
- [When the Fire Hose Meets the Megatrend | The Weekly Wrap](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/when-the-fire-hose-meets-the-megatrend-the-weekly-wrap) — 2026-06-15T10:28:11+00:00
- [The $1.75T IPO No One Can Price | 6 Things That Surprised Us This Week](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-1-75t-ipo-no-one-can-price-6-things-that-surprised-us-this-week) — 2026-06-08T11:23:29+00:00
- [They Lose on Purpose — And Still Come Out Ahead | The Weekly Wrap - 5/31/2026](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/they-lose-on-purpose-and-still-come-out-ahead-the-weekly-wrap-5-31-2026) — 2026-05-31T20:37:59+00:00
- [He Studied 100 Years of Bubbles. He Exposed Private Equity's Volatility Illusion | The Weekly Wrap](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/he-studied-100-years-of-bubbles-he-exposed-private-equity-s-volatility-illusion-the-weekly-wrap) — 2026-05-25T10:28:38+00:00
- [He Invested Through Five Bubbles. He Wrote the Book on Them | The Weekly Wrap - 5/17/2026](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/he-invested-through-five-bubbles-he-wrote-the-book-on-them-the-weekly-wrap-5-17-2026) — 2026-05-17T22:24:30+00:00
- [The S&P 500 is Just 46 Stocks. 89% of the Economy is Flatlining | What We Learned This Week](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-s-p-500-is-just-46-stocks-89-of-the-economy-is-flatlining-what-we-learned-this-week) — 2026-05-11T11:22:55+00:00
- [Outperformed by Mom | The Weekly Wrap – 5/2/2026](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/outperformed-by-mom-the-weekly-wrap-5-2-2026) — 2026-05-03T11:04:30+00:00
- [We Asked David Rosenberg, Chris Bloomstran and Cameron Dawson What This Market Is Getting Wrong](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/we-asked-david-rosenberg-chris-bloomstran-and-cameron-dawson-what-this-market-is-getting-wrong) — 2026-04-26T18:00:31+00:00
- [We Asked Liz Ann Sonders, Jim Grant, and Brent Donnelly What Investors Miss About This Market](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/we-asked-liz-ann-sonders-jim-grant-and-brent-donnelly-what-investors-miss-about-this-market) — 2026-04-19T19:35:01+00:00
- [The Recession Signal Hidden in Walmart | The Weekly Wrap - 4/12/2026](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-recession-signal-hidden-in-walmart-the-weekly-wrap-4-12-2026) — 2026-04-12T15:51:27+00:00
- [The 1 in 18,900 Bet | Practical Lessons from Michael Maboussin, Katie Stockton, Ben Hunt, Kuppy and Aahan Menon](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-1-in-18-900-bet-practical-lessons-from-michael-maboussin-katie-stockton-ben-hunt-kuppy-and-aahan-menon) — 2026-04-05T17:20:17+00:00
- [The Shock No One Can Price | The Weekly Wrap - 3/29/2026](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-shock-no-one-can-price-the-weekly-wrap-3-29-2026) — 2026-03-29T21:24:31+00:00
- [The War No One Can Price | The Weekly Wrap – 3/22/2026](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-war-no-one-can-price-the-weekly-wrap-3-22-2026) — 2026-03-22T11:19:30+00:00
- [14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/14-for-tech-1-for-everyone-else-the-weekly-wrap-3-14-2026) — 2026-03-14T14:31:33+00:00
- [From AI Hype to Hard Money | The Weekly Market Insight – March 8, 2026](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/from-ai-hype-to-hard-money-the-weekly-market-insight-march-8-2026) — 2026-03-08T16:45:01+00:00
- [The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-question-no-one-asks-what-great-investors-taught-us-about-portfolio-and-purpose) — 2026-02-23T15:57:56+00:00
- [The Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-retirement-rule-no-one-gets-right-practical-lessons-from-bill-bengen) — 2026-01-04T18:30:17+00:00
- [The Most Underutilized Concept in Investing | Four Lessons from Michael Mauboussin](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-most-underutilized-concept-in-investing-four-lessons-from-michael-mauboussin) — 2025-11-08T15:52:11+00:00
- [How to Avoid Selling Your Next 100-Bagger | Practical Lessons from Chris Mayer](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/how-to-avoid-selling-your-next-100-bagger-practical-lessons-from-chris-mayer) — 2025-08-11T09:00:00+00:00
- [The Fourth Turning is Here. But It Isn’t What You Think | Practical Lessons from Neil Howe](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-fourth-turning-is-here-but-it-isn-t-what-you-think-practical-lessons-from-neil-howe) — 2025-07-14T15:11:07+00:00
- [When Easy Markets Hide Hard Truths | Practical Lessons from Richard Bernstein](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/when-easy-markets-hide-hard-truths-practical-lessons-from-richard-bernstein) — 2025-07-06T19:30:03+00:00
- [QE Myths. Free Trade Lies. Fatal Mistakes | 12 Great Investors Share Their Most Unpopular Beliefs](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/qe-myths-free-trade-lies-fatal-mistakes-12-great-investors-share-their-most-unpopular-beliefs) — 2025-06-30T09:00:00+00:00
- [20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/20-000-watched-in-silence-then-buffett-dropped-the-bombshell-what-it-means-for-berkshire) — 2025-06-09T14:01:30+00:00
- [The Great Distortion: The Hidden Impact of Passive Investing | Practical Lessons from Mike Green](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-great-distortion-the-hidden-impact-of-passive-investing-practical-lessons-from-mike-green) — 2025-05-26T14:54:17+00:00
- [Sequence Risk Can Derail Your Retirement: Here is How to Stop It | Practical Lessons from Wade Pfau](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/sequence-risk-can-derail-your-retirement-here-is-how-to-stop-it-practical-lessons-from-wade-pfau) — 2025-05-19T10:44:15+00:00
- [The Seismic Shift Markets Are Missing | Practical Lessons from Ben Hunt & Grant Williams](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-seismic-shift-markets-are-missing-practical-lessons-from-ben-hunt-grant-williams) — 2025-05-12T16:15:28+00:00
- [The Diversification Delusion | The Risk that Leaves Both Stocks and Bonds Exposed](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-diversification-delusion-the-risk-that-leaves-both-stocks-and-bonds-exposed) — 2025-05-07T17:23:10+00:00
- [The Irrecoverable Error: Risk, Ruin, and the Rules of Wealth | Practical Lessons from Guy Spier](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-irrecoverable-error-risk-ruin-and-the-rules-of-wealth-practical-lessons-from-guy-spier) — 2025-04-28T16:50:18+00:00
- [The Dark Side of Value Investing: Practical Lessons from Aswath Damodaran](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-dark-side-of-value-investing-practical-lessons-from-aswath-damodaran) — 2025-04-16T12:01:24+00:00
- [Tariffs Are Here. The Market is Down. Here is What It Means for Investors](https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/tariffs-are-here-the-market-is-down-here-is-what-it-means-for-investors) — 2025-04-03T19:57:24+00:00

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