Season 1

14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026

14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026

In this episode, we break down the most important insights from the week on Excess Returns,, with insights from Vitaliy Katsenelson, Jim Paulsen, and Joseph Shaposhnik. Markets today are being shaped ...

From AI Hype to Hard Money | The Weekly Market Insight – March 8, 2026

From AI Hype to Hard Money | The Weekly Market Insight – March 8, 2026

In this episode of Two Quants and a Financial Planner, Jack Forehand and Matt Zeigler highlight the most important investing insights from recent conversations across the Excess Returns podcast networ...

The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose
Two Quants and a Financial Planner February 23, 202601:08:22

The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose

In this episode, we explore one of the most important but overlooked questions in investing: what is the purpose of your portfolio? Through a series of powerful clips and reflections from Aswath Damod...

The Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen
Two Quants and a Financial Planner January 04, 202601:02:42

The Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen

In this episode, we discuss our biggest lessons from our interview with Bill Bengen, the creator of the 4 percent rule, and are joined by special guest Ben Tuscai. We explore how one of the most widel...