Two Quants and a Financial Planner

Two Quants and a Financial Planner

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.
Practical Lessons from Chris Davis
Two Quants and a Financial PlannerSeptember 30, 202401:01:09

Practical Lessons from Chris Davis

In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Chris Davis, exploring eight valuable lessons from our interview with this renowned investor. We break ...

Practical Lessons from Michael Mauboussin
Two Quants and a Financial PlannerSeptember 23, 202401:01:50

Practical Lessons from Michael Mauboussin

In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Michael Mauboussin, one of the most respected thinkers in finance. We revisit our interview with Michae...

Quality and Low Volatility: The Factors That Get No Respect
Two Quants and a Financial PlannerSeptember 16, 202401:00:11

Quality and Low Volatility: The Factors That Get No Respect

In this episode of Two Quants and a Financial Planner, we dive deep into the world of quality and low volatility factors in investing. We explore how these factors work, their academic foundations, an...

Practical Lessons from Aswath Damodaran
Two Quants and a Financial PlannerSeptember 09, 202401:03:20

Practical Lessons from Aswath Damodaran

In this episode, we dive into key lessons from our recent Excess Returns interview with valuation expert Aswath Damodaran. We unpack Damodaran's insights on: Why dogma in investing can be dangerous Th...