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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
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.

PublishesWeeklyEpisodes130Founded3 years ago
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BusinessInvesting

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Artwork for Two Quants and a Financial Planner

Latest Episodes

This episode of Excess Returns Weekly Wrap brings together the most important ideas from a packed week of interviews, covering AI and base rates, the Magnificent Seven, commodities, macro risks, and practical investing frameworks. Jack Forehand and K... more

This episode of Excess Returns Weekly Recap breaks down one of the most complex market environments in recent memory, from the global oil shock and its economic ripple effects to base rates, AI-driven productivity, and private credit risks. Jack Fore... more

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This week’s Excess Returns Weekly Wrap breaks down the biggest market drivers right now, including how markets price (or fail to price) war risk, why volatility signals are flashing unusual warnings, and what options market positioning is telling us ... more

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In this episode, we break down the most important insights from the week on Excess Returns,, with insights from Vitaliy Katsenelson, Jim Paulsen, and Joseph Shaposhnik. Markets today are being shaped by powerful crosscurrents including AI disruption,... more

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Recent Guests

DA Wallach
Biotech investor and musician featured in the biotech segment
DA Wallach (biotech investor)
Episode: The War No One Can Price | The Weekly Wrap – 3/22/2026
Jared Dillian
Macro strategist featured discussing war impact and macro perspectives
Le Metropole CafÉ / Former Editor at Daily Dirtdish
Episode: The War No One Can Price | The Weekly Wrap – 3/22/2026
Brent Kochuba
Options strategist discussing market microstructure and option flows
Spot Gamma
Episode: The War No One Can Price | The Weekly Wrap – 3/22/2026
Vitaliy Katsenelson
Investment strategist and author
Contrarian Edge / Kuspit?
Episode: 14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026
Joseph Shaposhnik
Portfolio manager focusing on defense and AI-driven disruption
Undisclosed in transcript
Episode: 14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026
Rob Arnott
Portfolio manager and researcher referenced for bubble definition and value vs growth
PIMCO/formerly Research Affiliates
Episode: From AI Hype to Hard Money | The Weekly Market Insight – March 8, 2026
Kai Wu
Investor/author involved in discussing CTRini piece and AI implications
Cetrine and related research projects
Episode: From AI Hype to Hard Money | The Weekly Market Insight – March 8, 2026
Rupert Mitchell
Investor with global perspective, discusses flows and international markets
Excess Returns network guest
Episode: From AI Hype to Hard Money | The Weekly Market Insight – March 8, 2026
Ben Hunt
Strategist discussed in context of narrative and boom/bust cycles
Salient Partners/Another Life
Episode: From AI Hype to Hard Money | The Weekly Market Insight – March 8, 2026

Hosts

Matt Zeigler
Co-host and financial planner, often leading discussions about investing and financial strategies.
Jack Forehand
Co-host and financial advisor, contributing insights on investment strategies and market dynamics.
Justin Carbonneau
Co-host, often sharing practical lessons in finance and investing based on expertise and guest interactions.

Reviews

4.8 out of 5 stars from 24 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 that blend engaging banter with deep insights into financial topics.
Episodes are recognized for their practical approach to implementing financial strategies in real-life scenarios.
The variety of expert guests enhances the understanding of complex investment strategies and financial principles.

Chart Rankings

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

Apple Podcasts
#38
Ireland/Business/Investing
Apple Podcasts
#172
Ireland/Business
Apple Podcasts
#206
India/Business/Investing
Apple Podcasts
#236
South Africa/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
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Interests
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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?

Focused on investing and financial planning, content aims to equip listeners with practical insights that can enhance their financial strategies. With a mix of expert opinions and discussions on real-world applications, a recurring theme is the exploration of established principles in investing, such as the 4% withdrawal rule, expectations investing, and market psychology. Additionally, the podcast dives into current economic trends and their implications for personal finance. There's a strong emphasis on educating audiences to make informed decisions about investments, ultimately aligning with the goal of achieving sustainable financial success.

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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. Ask The Compound
4. The Long View
5. Thoughtful Money with Adam Taggart

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

Two Quants and a Financial Planner launched 3 years ago and published 130 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. DA Wallach
2. Jared Dillian
3. Brent Kochuba
4. Vitaliy Katsenelson
5. Joseph Shaposhnik
6. Rob Arnott
7. Kai Wu
8. Rupert Mitchell

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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