Two Quants and a Financial Planner

Practical Alternatives to the 60-40 Portfolio | Building Robust Multi-Asset Class Strategies

Practical Alternatives to the 60-40 Portfolio | Building Robust Multi-Asset Class Strategies

In this episode, we dive deep into practical alternatives to the traditional 60/40 portfolio. We explore various approaches like the Permanent Portfolio, risk parity and return stacking and take a det...

Eight Practical Lessons from Mike Green

Eight Practical Lessons from Mike Green

In this episode, we dive into the key takeaways from our recent interview with Mike Green of Simplify. We explore several important lessons, including the need to be open-minded about new ideas in inv...

Eight Charts That Summarize 2024 | Inflation, Growth, Market Concentration

Eight Charts That Summarize 2024 | Inflation, Growth, Market Concentration

In this episode, we take a look back at the first half of 2024 and examine some surprising trends in the economy and markets. We discuss how inflation has remained stickier than many expected, but wag...

Nine Practical Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency

Nine Practical Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency

In this episode, we dive into the key lessons we took from our recent conversation with Rick Ferri on the Excess Returns podcast. We explore Rick's approach to simple, low-cost investing and discuss h...

A Practical Guide to the 4% Rule

A Practical Guide to the 4% Rule

In this episode, we explore the 4% rule for retirement withdrawals, discussing its origins, applications, and limitations. We delve into the importance of considering individual circumstances, market ...

The Basics of Evaluating Backtests: What You Need to Know

The Basics of Evaluating Backtests: What You Need to Know

In this episode of the podcast, we dive into the world of backtesting investment strategies. We discuss the importance of approaching backtests with a healthy dose of skepticism, as it's easy to creat...

15 Lessons from 15 Years | Breaking Down Corey Hoffstein's Timeless Investing Lessons

15 Lessons from 15 Years | Breaking Down Corey Hoffstein's Timeless Investing Lessons

In this episode of Two Quants and a Financial Planner, we dive into Corey Hoffstein's insightful list of "15 Ideas, Frameworks and Lessons from 15 Years." We explore several key concepts, such as the ...

The Market is Expensive: Should You Care? | The Practical Implications of Market Valuation

The Market is Expensive: Should You Care? | The Practical Implications of Market Valuation

In this episode we dive into the world of market valuation. We look at the major valuation metrics used to value the market and what they are and are not useful for from an investing perspective. We a...

Q&A | ETFs vs Mutual Funds, Asset Location, Sizing Focused Factor Strategies, Direct Indexing

Q&A | ETFs vs Mutual Funds, Asset Location, Sizing Focused Factor Strategies, Direct Indexing

In this episode of Two Quants and a Financial Planner, we delve into a diverse range of listener-submitted investing and financial planning questions with special guest Ben Tuscai. We cover the tax ef...

GameStop, Value Spreads, AI Backtesting  and the Market as a Casino | Investor Q&A

GameStop, Value Spreads, AI Backtesting and the Market as a Casino | Investor Q&A

In this episode of Two Quants and a Financial Planner, we tackle a range of listener questions, from the recent resurgence of meme stocks like GameStop to the potential impact of the upcoming presiden...

Ten Lessons from Two Decades of Managing Money

Ten Lessons from Two Decades of Managing Money

In this episode of Two Quants and a Financial Planner, we explore the biggest lessons we've learned throughout our careers in investing and financial planning. We discuss the importance of diversifica...

What We Learned From the 12 Hour PNL For a Purpose Livestream

What We Learned From the 12 Hour PNL For a Purpose Livestream

In this episode of Two Quants and a Financial Planner, we discussed the key insights and lessons learned from our 12-hour live podcast event, "PNL for a Purpose." Throughout the day, we interviewed 24...