Two Quants and a Financial Planner

Two Quants and a Financial Planner

Bridging the Worlds of Investing and Financial Planning

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.

Reviews:
The Dark Side of Value Investing: Practical Lessons from Aswath Damodaran

The Dark Side of Value Investing: Practical Lessons from Aswath Damodaran

Join Matt Zeigler and Bogumil Baranowski as they play our favorite clips from both the Excess Returns and Talking Billions podcast interviews with Aswath Damodaran. This conversation unpacks Damodara...

Tariffs Are Here. The Market is Down. Here is What It Means for Investors

Tariffs Are Here. The Market is Down. Here is What It Means for Investors

In this episode, dive into the complex world of tariffs, national debt, and economic policies under the current administration. With the S&P down 4% and markets reacting to recent policy shifts, ...

Most Great Traders Failed First: These Key Rules Saved Them | Practical Lessons from Jack Schwager

Most Great Traders Failed First: These Key Rules Saved Them | Practical Lessons from Jack Schwager

In this episode, Matt and Jack dive into the timeless wisdom of Jack Schwager, renowned author of the Market Wizards series. Drawing from two insightful interviews with Schwager, they explore key les...

75% of Investors Will Disagree with These Ideas: Evidence Says They are True

75% of Investors Will Disagree with These Ideas: Evidence Says They are True

In this episode, we dive into the most controversial takesfrom our podcast guests. Inspired by a brilliant question from Meb Faber(thanks, Meb!), we’ve compiled insights from top financial minds to e...