{"podcast":{"title":"Two Quants and a Financial Planner","slug":"two-quants-and-a-financial-planner-6020642","podcast_index_feed_id":6020642,"rss_url":"https://anchor.fm/s/d9f6e850/podcast/rss","website_url":"https://excessreturnspod.com","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/36468372/36468372-1743436197707-44e8cf3ef5035.jpg","author":"Excess Returns","episode_count":145,"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.","last_synced_at":"2026-07-20T22:20:02.766400+00:00","page_url":"https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642"},"episode":{"title":"The Seismic Shift Markets Are Missing | Practical Lessons from Ben Hunt & Grant Williams","slug":"the-seismic-shift-markets-are-missing-practical-lessons-from-ben-hunt-grant-williams","published_at":"2025-05-12T16:15:28+00:00","page_url":"https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-seismic-shift-markets-are-missing-practical-lessons-from-ben-hunt-grant-williams","show_page_url":"https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642","url":"https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-Seismic-Shift-Markets-Are-Missing--Practical-Lessons-from-Ben-Hunt--Grant-Williams-e32o1vt","audio_url":"https://anchor.fm/s/d9f6e850/podcast/play/102548925/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-4-12%2F400100869-44100-2-aabf14325ac5c.mp3","summary":"In this episode, we dive deep into some of the most thought-provoking ideas from two of the most original minds in investing: Ben Hunt and Grant Williams. Through a curated selection of powerful clips, we explore how markets have transformed from mechanisms of capital allocation to platforms of narrative and speculation. Ben and Grant challenge conventional wisdom, question the stories we tell ourselves about investing, and propose frameworks for navigating a radically different market landscape going forward. Whether it's the evolution of CEO incentives, the lifecycle of narratives, or why staying rich is harder than getting rich, this episode is packed with timeless insights. Topics Covered: Why what worked for 40 years may not work anymore The market as a political utility and what that really means The disconnection between stock prices and real businesses How narratives shape market behavior and prices The language of growth vs. value in investingThe CEO’s evolving role as a storytellerUsing the narrative lifecycle as an investment framework Speculation vs. investing and how to tell the difference How Ben Hunt applies the minimax regret framework to life decisions","meta_description":"In this episode, we dive deep into some of the most thought-provoking ideas from two of the most original minds in investing: Ben Hunt and Grant Williams.…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3957,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/two-quants-and-a-financial-planner-6020642/episodes/the-seismic-shift-markets-are-missing-practical-lessons-from-ben-hunt-grant-williams/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-seismic-shift-markets-are-missing-practical-lessons-from-ben-hunt-grant-williams.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}