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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
S&P 500
60-40 Portfolio
Investment Strategy
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.

PublishesWeeklyEpisodes133Founded3 years ago
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BusinessInvesting

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Artwork for Two Quants and a Financial Planner

Latest Episodes

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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

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Recent Guests

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
Chris Bloomstran
Long-term value investor discussed market pricing and disruption
Episode: We Asked David Rosenberg, Chris Bloomstran and Cameron Dawson What This Market Is Getting Wrong
Travis Prentice
Momentum/quant investing practitioner discussed in clips
Episode: We Asked David Rosenberg, Chris Bloomstran and Cameron Dawson What This Market Is Getting Wrong
Cameron Dawson
Guest discussing earnings growth drivers and AI disruption
Episode: We Asked David Rosenberg, Chris Bloomstran and Cameron Dawson What This Market Is Getting Wrong
Anthony Wang
Manager of the T. Rowe Price Science and Technology Fund
T. Rowe Price
Episode: The Recession Signal Hidden in Walmart | The Weekly Wrap - 4/12/2026
Tom Hancock
Quality investor from GMO
GMO
Episode: The Recession Signal Hidden in Walmart | The Weekly Wrap - 4/12/2026
Harris Kupperman
Discretionary trader with a long-term track record
Kuppy's World / Hedge Fund (publicly discussed track record)
Episode: The 1 in 18,900 Bet | Practical Lessons from Michael Maboussin, Katie Stockton, Ben Hunt, Kuppy and Aahan Menon
Katie Stockton
Technical analyst
Stockton Partners / Technical analysis expert
Episode: The 1 in 18,900 Bet | Practical Lessons from Michael Maboussin, Katie Stockton, Ben Hunt, Kuppy and Aahan Menon
Aahan Menon
Systematic macro investor
Formithius
Episode: The 1 in 18,900 Bet | Practical Lessons from Michael Maboussin, Katie Stockton, Ben Hunt, Kuppy and Aahan Menon

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 States3 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
#162
France/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

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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. The Acquirers Podcast
4. Animal Spirits Podcast
5. Masters in Business

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

Two Quants and a Financial Planner launched 3 years ago and published 133 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Two Quants and a Financial Planner?

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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. David Rosenberg
2. Chris Bloomstran
3. Travis Prentice
4. Cameron Dawson
5. Anthony Wang
6. Tom Hancock
7. Harris Kupperman
8. Katie Stockton

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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