Two Quants and a Financial Planner
The Seismic Shift Markets Are Missing | Practical Lessons from Ben Hunt & Grant Williams
In this episode, we dive deep into some of the most thought-provoking ideas from two of the most original minds in investing: Ben Hunt and Grant Williams. Through a curated selection of powerful clips...
The Irrecoverable Error | Risk, Ruin, and the Rules of Wealth | Practical Lessons from Guy Spier
Full Talking Billions Interview https://www.youtube.com/watch?v=UPknZT0tVhE Full Excess Returns Interview https://youtu.be/yVdQVu0j_gg In this episode, Matt Zeigler and Bogumil Baranowski dive deep in...
The Dark Side of Value Investing | Practical Lessons from Aswath Damodaran
Full Interview on Talking Billions https://youtu.be/7UEb_JEbeAE Full Interview on Excess Returns https://youtu.be/JMlAi0B-rlE Join Matt Zeigler and Bogumil Baranowski as they play our favorite clips f...
The Inflection Point | What Tariffs Actually Mean for the Economy
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, we br...
A MasterClass from History’s Best Traders | 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 less...
75% of Investors Will Disagree with These Ideas | Evidence Says They are True
In this episode, we dive into the most controversial takes from our podcast guests. Inspired by a brilliant question from Meb Faber (thanks, Meb!), we’ve compiled insights from top financial minds to ...
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 Had One of Its Worst Periods in History | What Data Tells Us Comes Next
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 i...
Markets Always Return to Economic Reality | Bob Elliott Explains How It Happens
In this compilation episode of Excess Returns, hosts Jack Forehand and Matt Zeigler bring you the most valuable insights from our interviews with Bob Elliott, founder of Unlimited Funds and former hea...
The 'Golden Age of Dip Buying' Is Over: Here is What Comes Next | 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 fresh ta...
Why Hidden Option Flows Move Markets | Practical Lessons from Cem Karsan
In this episode of Excess Returns, Matt and Jack explore key lessons from one of our most popular guests, Cem Karsan. Through selected clips from multiple interviews, they unpack Karsan's unique insig...
Recession Indicators Aren't Working Anymore: Jim Paulsen Explains What That Means for Investors
In this episode, Matt and Jack break down key insights from our interview with market strategist Jim Paulsen. Paulsen offers unique perspectives on how markets have evolved over his 40-year career, fr...