Two Quants and a Financial Planner
14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026
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 ...
When AI, Value, and Credit Collide | The Weekly Market Insight – March 8, 2026
In this weekly Excess Returns recap, Jack Forehand and Matt Zeigler highlight the most important investing insights from recent conversations across the Excess Returns podcast network. Drawing on disc...
The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose
In this episode of Excess Returns, we explore one of the most important but overlooked questions in investing: what is the purpose of your portfolio? Through a series of powerful clips and reflections...
The Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen
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 widel...