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Two Quants and a Financial Planner

Excess Returns
Investment Strategies
Financial Planning
Inflation
Diversification
Trading Strategies
Investment Strategy
Behavioral Finance
Investment Lessons
Financial Management
Value Investing
Market Conditions
Market Valuation
Expected Returns
Backtesting
Financial Crisis
Trend Following
Risk Tolerance
S&P 500
Corey Hoffstein
Momentum Investing

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.

PublishesInfrequentlyEpisodes124Founded3 years ago
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Artwork for Two Quants and a Financial Planner

Latest Episodes

In this episode, we discuss our biggest lessons from our interview with Bill Bengen, the creator of the 4 percent rule, and are joined by special guest Ben Tuscai.

We explore how one of the most widely cited ideas in retirement planning was develope... more

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In this episode, we kick off our book project, "The Most Important Investing Lesson: What the World’s Best Investors Would Teach You", with a deep dive into the ideas of Michael Mauboussin. We explore his most enduring lessons—concepts that have resh... more

In this special episode, Matt Zeigler and Bogumil Baranowski take you on a deep-dive mixtape journey through the best moments from their past three years of conversations with author and investor Chris Mayer. From the brutal patience required to ride... more

In this episode, Matt Zeigler and Dave Nadig revisit one of the most popular interviews on Excess Returns—our deep-dive conversation with Neil Howe, co-author of The Fourth Turning. But instead of leaning into the usual doom-and-gloom narrative, they... more

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Recent Guests

Bill Bengen
Financial planner who created the 4% withdrawal rule
Episode: The Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen
Ben Tuscai
Director of planning at Sunpoint Investments
Sunpoint Investments
Episode: The Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen
Chris Mayer
Author and investor, known for his insights on investment strategies
Episode: How to Avoid Selling Your Next 100-Bagger | Practical Lessons from Chris Mayer
Bogumil Baranowski
Investor and commentator in the finance world
Episode: 20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire
John Candeto
Founder of Frenesas Fund
Episode: 20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire
Ted Merz
Journalist with extensive experience in finance
Ex-Bloomberg
Episode: 20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire
Eric Markowitz
Author working on the book 'Outlast','
Episode: 20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire
Adam Mead
Principal at Mead Capital Management
Mead Capital Management
Episode: 20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire
Guy Spier
CEO of Aquamarine Capital
Aquamarine Capital
Episode: The Irrecoverable Error: Risk, Ruin, and the Rules of Wealth | Practical Lessons from Guy Spier

Hosts

Matt Zeigler
Co-host and financial planner, well-versed in investment strategies and financial planning.
Jack Forehand
Co-host and financial advisor, with a focus on quant investing and market strategies.
Justin Carbonneau
Co-host with expertise in investment analysis and a strong background in financial planning.

Reviews

4.8 out of 5 stars from 23 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 States2 years ago

Listeners Say

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

Listeners appreciate the informative discussions, highlighting the engaging blend of fun banter and expert insights.
The practical approach to investment strategies and financial planning resonates well, making complex topics accessible.
Positive feedback about episodes featuring expert guests, particularly concerning their depth of knowledge and real-world applications.

Chart Rankings

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

Apple Podcasts
#188
India/Business/Investing
Apple Podcasts
#222
Sweden/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Q&A | ETFs vs Mutual Funds, Asset Location, Sizing Focused Factor Strategies, Direct Indexing
Q: What are the pros and cons of direct indexing?
Direct indexing allows for tax efficiency through loss harvesting and customization of portfolios, but typically comes with higher fees and may not always outperform ETFs in every scenario.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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Household Income
Social Media Reach

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?

A diverse set of discussions on investment and financial planning topics outlines a commitment to helping listeners reach their financial goals. With insights from seasoned guests, the focus on practical strategies and behavioral finance elevates the conversations. Regular themes include value investing, market trends, the psychology of investing, and the complex dynamics between risk and return. The hosts aim to provide actionable advice that is grounded in thorough research and historical context, making it particularly beneficial for those interested in both investment strategies and personal finance management. Unique in its blend of quantitative analysis and personal financial planning, the content resonates with a range of listeners l... more

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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. Top Traders Unplugged
3. Thoughtful Money with Adam Taggart
4. Monetary Matters with Jack Farley
5. The Meb Faber Show - Better Investing

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

Two Quants and a Financial Planner launched 3 years ago and published 124 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. Bill Bengen
2. Ben Tuscai
3. Chris Mayer
4. Bogumil Baranowski
5. John Candeto
6. Ted Merz
7. Eric Markowitz
8. Adam Mead

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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