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.
The Fourth Turning is Here. But It Isn’t What You Think | Practical Lessons from Neil Howe
In this episode, Matt Zeigler and Dave Nadig revisit one of the most popular interviews on Excess Returns—our deep-dive conversation with Neil Howe, co-author of The Fourth Turning . But instead of le...
When Easy Markets Hide Hard Truths | Practical Lessons from Richard Bernstein
In this episode, we highlight the biggest lessons from our Excess Returns interview with renowned strategist Richard Bernstein. We explore the paradox of today’s markets: why they feel easy, and what ...
QE Myths. Free Trade Lies. Fatal Mistakes | 12 Great Investors Share Their Most Unpopular Beliefs
Some of the most insightful investment conversations start with a single question: “What do you believe that most of your peers disagree with?” In this episode of Excess Returns, Jack Forehand and Mat...
20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire
In this special episode of Excess Returns, Matt Zeigler is joined by Bogumil Baranowski to reflect on one of the most emotional and historic moments in financial history: Warren Buffett’s surprise ann...