
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.
| Publishes | Weekly | Episodes | 145 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

In this episode of the Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler break down lessons from their conversations with Market Wizards author Jack Schwager and Data 4 the People founder Eric Pachman. They explore why the unemployment rate ... more
This week's Weekly Wrap examines whether weakening mega-cap leadership, massive AI capital spending, and record earnings expectations are creating hidden risks beneath the market.
Jack Forehand and Matt Zeigler compare Jim Paulsen's correction case,... more
Jack Forehand and Matt Zeigler break down the biggest investing ideas from the week, including the AI bull market, data center backlash, semiconductor cyclicality, US stock market dominance and long-term market history. The episode features clips fro... more
This week’s Weekly Wrap breaks down the biggest investing lessons from our conversations with GMO’s Ben Inker and 100 Baggers author Chris Mayer. We discuss how to think about market bubbles, AI capital spending, earnings risk, IPO supply, SpaceX, lo... more
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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!
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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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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These podcasts share a similar audience with Two Quants and a Financial Planner:
1. Excess Returns
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3. Hedgeye Podcasts
4. WEALTHTRACK
5. Masters in Business
Two Quants and a Financial Planner launched 3 years ago and published 145 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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Recent guests on Two Quants and a Financial Planner include:
1. Warren Pies
2. Tobias Carlisle
3. Joe Davis
4. Adam Parker
5. Robert Hagstrom
6. Eric Crittenden
7. Bill Ruane
8. Gene Munster
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