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.
He Invested Through Five Bubbles. He Wrote the Book on Them | The Weekly Wrap - 5/17/2026
This week’s Excess Returns Weekly Wrap brings together highlights from our interviews with Jeremy Grantham, Andy Constan, Edward Chancellor and Marc Rubinstein to examine AI, bubbles, private credit, ...
The S&P 500 is Just 46 Stocks. 89% of the Economy is Flatlining | What We Learned This Week
This week’s Excess Returns Weekly Wrap looks at what Ian Cassel, Chris Mayer, Jim Paulsen and Elena Khoziaeva can teach investors about stock picking skill, inflation risk, AI, software moats, small c...
Outperformed by Mom | The Weekly Wrap – 5/2/2026
This week’s Excess Returns Weekly Wrap examines what Chris Davis and Rich Bernstein can teach investors about letting winners run, inflation risk, market concentration, dividends, AI, and the differen...
We Asked David Rosenberg, Chris Bloomstran and Cameron Dawson What This Market Is Getting Wrong
This week’s Excess Returns Weekly Wrap explores one of the most important questions in markets today: what’s really driving this rally, and how fragile is it beneath the surface. We break down the gro...