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Two Quants and a Financial Planner

Excess Returns
Investment Strategies
Value Investing
Financial Planning
Inflation
Diversification
Passive Investing
Behavioral Finance
Risk Management
60-40 Portfolio
Investment Strategy
S&P 500
Investing
Base Rates
4% Rule
Factor Investing
Active Investing
Stock Market
Market Dynamics
Market Efficiency
Trend Following

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.

PublishesWeeklyEpisodes136Founded3 years ago
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BusinessInvesting

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Artwork for Two Quants and a Financial Planner

Latest Episodes

This week’s Excess Returns Weekly Wrap brings together highlights from our interviews with Jeremy Grantham, Andy Constan, Edward Chancellor and Marc Rubinstein to examine AI, bubbles, private credit, market structure and the lessons of past capital c... more

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This week’s Excess Returns Weekly Wrap looks at what Ian Cassel, Chris Mayer, Jim Paulsen and Elena Khoziaeva can teach investors about stock picking skill, inflation risk, AI, software moats, small caps and market concentration. Jack Forehand and Ma... more

YouTube

This week’s Excess Returns Weekly Wrap examines what Chris Davis and Rich Bernstein can teach investors about letting winners run, inflation risk, market concentration, dividends, AI, and the difference between economic stories and investment returns... more

This week’s Excess Returns Weekly Wrap explores one of the most important questions in markets today: what’s really driving this rally, and how fragile is it beneath the surface.

We break down the growing concentration in earnings, the role of passi... more

YouTube

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Recent Guests

Jeremy Grantham
CIO, GMO; seen as a leading thinker on capital cycles and monopolies
GMO
Episode: He Invested Through Five Bubbles. He Wrote the Book on Them | The Weekly Wrap - 5/17/2026
Edward Chancellor
Historian of capital markets and author; specializes in capital cycles
Independent writer/Historian
Episode: He Invested Through Five Bubbles. He Wrote the Book on Them | The Weekly Wrap - 5/17/2026
Marc Rubinstein
Writer at Net Interest and financial systems analyst
Net Interest
Episode: He Invested Through Five Bubbles. He Wrote the Book on Them | The Weekly Wrap - 5/17/2026
Elena Khoziaeva
CIO of Bridgeway
Bridgeway Capital Management
Episode: The S&P 500 is Just 46 Stocks. 89% of the Economy is Flatlining | What We Learned This Week
Ian Cassel
Founder of 100 Year Thinkers
100 Year Thinkers
Episode: The S&P 500 is Just 46 Stocks. 89% of the Economy is Flatlining | What We Learned This Week
Chris Mayer
Investor and author, focused on software/AI trends
Unknown (author/investor)
Episode: The S&P 500 is Just 46 Stocks. 89% of the Economy is Flatlining | What We Learned This Week
Rich Bernstein
Investment strategist featured in clips and discussions
Rich Bernstein & Co.
Episode: Outperformed by Mom | The Weekly Wrap – 5/2/2026
Chris Davis
Investor and thinker featured in clips and conversations
Self-employed / Investing thinker
Episode: Outperformed by Mom | The Weekly Wrap – 5/2/2026
David Rosenberg
Economist and market strategist featured in the interview segments
Episode: We Asked David Rosenberg, Chris Bloomstran and Cameron Dawson What This Market Is Getting Wrong

Hosts

Jack Forehand
Host with a focus on investing frameworks and portfolio strategies.
Matt Zeigler
Co-host with a focus on blending quantitative insight with planning perspectives.

Reviews

4.8 out of 5 stars from 25 ratings
  • Informative show with great discussions!

    This show is so informative! Great info as well as fun banter with the hosts and guests. Definitely worth checking out. I really enjoyed the episode, Understanding the Business of Franchising, with FranNet expert, Ben Terrill. Understanding the pros and cons of stepping into the entrepreneurial game as well as learning Ben's strategize for finding the exact franchise for potential owners... Great conversation. Keep up the good work, Jack, Justin, and Matt!

    Apple Podcasts
    5
    Dallas Amsden
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

High-quality guests and thoughtful market context.
Informative show with great discussions!
Great mix of macro, investing, and planning topics.
Hosts provide accessible yet data-driven insights.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#29
Ukraine/Business/Investing
Apple Podcasts
#60
Belgium/Business/Investing
Apple Podcasts
#151
Ukraine/Business
Apple Podcasts
#173
Belgium/Business
Apple Podcasts
#245
Switzerland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

He Invested Through Five Bubbles. He Wrote the Book on Them | The Weekly Wrap - 5/17/2026
Q: What signals do you use to identify a bubble regime without trying to time it?
The panel suggests focusing on the structural phases—something new, escalation events, and a peaking phase—while recognizing that timing the end is not reliable and one should prepare for ongoing cycle dynamics rather than short-term calls.
The Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen
Q: What were the original assumptions Bill Bengen made regarding the withdrawal rate?
Bengen assumed people would plan for at least 30 years in retirement and wanted to determine how much could be safely withdrawn.
When Easy Markets Hide Hard Truths | Practical Lessons from Richard Bernstein
Q: What does Richard Bernstein think about government debt?
Bernstein expresses deep concern about the levels of debt to GDP in the US, stating there's nothing good to say about it and that the markets are already penalized with higher interest rates due to this risk.
Investor Q&A | GameStop, Value Spreads, AI Backtesting and the Market as a Casino
Q: Should investors care about the presidential election?
Investors should set aside their political views as data shows presidential elections do not significantly impact overall market performance, despite potential short-term volatility during elections.
Investor Q&A | GameStop, Value Spreads, AI Backtesting and the Market as a Casino
Q: What do you think about GameStop and its current situation?
The hosts emphasized that the recent price movements of GameStop are not reflective of a sustainable investment strategy, highlighting that past spikes in its price were largely due to unique market conditions.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About Two Quants and a Financial Planner

What is Two Quants and a Financial Planner about and what kind of topics does it cover?

The show blends investing theory with real-world financial planning, consistently weighing macro drivers, market structure, and behavioral insights against practical portfolio decisions. Across episodes, conversations frequently circle around AI's impact on productivity, inflation, regime changes, and the tension between risk and opportunity in equities, fixed income, and alternative assets. Notable strengths include a data-driven, multi-guest approach and a steady emphasis on humility, durable investing frameworks, and the practical application of theory to long-term financial goals. Listeners likely comprise hands-on investors, financial planners, and professionals who want actionable takeaways on portfolio construction, risk management, ... more

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How many listeners does Two Quants and a Financial Planner get?

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Which podcasts are similar to Two Quants and a Financial Planner?

These podcasts share a similar audience with Two Quants and a Financial Planner:

1. Excess Returns
2. The Meb Faber Show - Better Investing
3. Masters in Business
4. Thoughtful Money with Adam Taggart
5. Monetary Matters with Jack Farley

How many episodes of Two Quants and a Financial Planner are there?

Two Quants and a Financial Planner launched 3 years ago and published 136 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Two Quants and a Financial Planner?

Recent guests on Two Quants and a Financial Planner include:

1. Jeremy Grantham
2. Edward Chancellor
3. Marc Rubinstein
4. Elena Khoziaeva
5. Ian Cassel
6. Chris Mayer
7. Rich Bernstein
8. Chris Davis

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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