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Two Quants and a Financial Planner

Excess Returns
Investment Strategies
Financial Planning
Inflation
Diversification
Trading Strategies
Investment Strategy
Behavioral Finance
Financial Management
Investment Lessons
Value Investing
Market Conditions
Market Valuation
Expected Returns
Backtesting
Trend Following
Financial Crisis
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.

PublishesWeeklyEpisodes122Founded3 years ago
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Artwork for Two Quants and a Financial Planner

Latest Episodes

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

YouTube

In this episode, we highlight the biggest lessons from our Excess Returns interview with renowned strategist Richard Bernstein. We explore the paradox of today’s markets: why they feel easy, and what hard truths may be hiding beneath the surface. Fro... more

Some of the most insightful investment conversations start with a single question: “What do you believe that most of your peers disagree with?” In this episode of Excess Returns, Jack Forehand and Matt Zeigler dive into 11 controversial investing tak... more

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Recent Guests

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
Liz Ann Sonders
Chief Investment Strategist at Charles Schwab
Charles Schwab
Episode: The Great Moderation is Over: Here is What Comes Next | Practical Lessons from Liz Ann Sonders
Bob Elliott
Former head of research at Bridgewater, specializing in macroeconomic dynamics.
Bridgewater Associates
Episode: Practical Lessons from Bob Elliott

Hosts

Matt Zeigler
Co-host of the podcast and managing director at Sunpoint Investments, focusing on bridging investing strategies with practical financial planning.
Jack Forehand
Co-host and principal at Validia Capital Management, specializing in investment analysis and strategies.
Justin Carbonneau
Co-host of the podcast with a focus on investing and financial planning discussions, bringing a wealth of knowledge from the finance sector.

Reviews

4.8 out of 5 stars from 22 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 nature of the discussions and the engaging banter among hosts.
The content resonates particularly well with individuals seeking to understand investment psychology and real-world applications of financial theories.
The episodes are lauded for their emphasis on practical financial strategies and insights from industry experts.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

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.
Q&A | ETFs vs Mutual Funds, Asset Location, Sizing Focused Factor Strategies, Direct Indexing
Q: Why are ETFs more efficient than mutual funds?
ETFs avoid capital gains distributions due to their create and redeem mechanism, making them tax-efficient compared to mutual funds, which distribute capital gains when rebalancing or when shareholders sell.

Audience Metrics

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

Listeners per Episode
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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?

Focusing on the intersection of investing and financial planning, this show simplifies complex topics to enhance listeners' understanding of financial markets and personal finance. With discussions featuring a range of experts, it covers essential themes like investment strategies, market trends, and behavioral finance, while underscoring the importance of long-term planning and patience in achieving financial goals. Episodes often highlight emotional aspects of investing, providing insights that are critical for both seasoned investors and novices alike. This unique blend of practical advice and expert commentary makes it an invaluable resource for anyone looking to navigate the complexities of financial decision-making and investment mana... 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. The Meb Faber Show - Better Investing
3. Thoughtful Money with Adam Taggart
4. Macro Voices
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 122 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. Chris Mayer
2. Bogumil Baranowski
3. John Candeto
4. Ted Merz
5. Eric Markowitz
6. Adam Mead
7. Guy Spier
8. Liz Ann Sonders

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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