Season 1

The Great Moderation is Over: Here is What Comes Next | Practical Lessons from Liz Ann Sonders

The Great Moderation is Over: Here is What Comes Next | Practical Lessons from Liz Ann Sonders

In this episode, we break down key lessons from our conversation with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, exploring timeless investment principles and market dynamics that...

Value Investing: Dead or Just Misunderstood? | Special Guest: Tobias Carlisle

Value Investing: Dead or Just Misunderstood? | Special Guest: Tobias Carlisle

In this episode, Jack and Matt dive deep into the state of value investing with special guest Tobias Carlisle, founder of the Acquirers Funds and author of multiple books on value investing. In this ...

Practical Lessons from Bob Elliott

Practical Lessons from Bob Elliott

In this compilation episode, Jack Forehand and Matt Zeigler bring you the most valuable insights from our interviews with Bob Elliott, founder of Unlimited Funds and former head of Ray Dalio's re...

Practical Lessons from Warren Pies
Two Quants and a Financial Planner February 24, 202501:03:27

Practical Lessons from Warren Pies

In this episode, Jack and Matt dive deep into unique perspectives on markets and investing through the lens of Warren Pies and Fernando Vidal's innovative research approaches. They explore: A fre...