In this compilation episode of Excess Returns, hosts Jack Forehand and Matt Zeigler bring you the most valuable insights from their conversations with Bob Elliott, former head of Ray Dalio’s…
Tag: The Education of a Financial Planner
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…
Practical Lessons from Cem Karsan | Inside the Hidden Forces Moving Markets
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…
Practical Lessons from Jim Paulsen
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…
Practical Lessons from Jason Buck | The Benefits of an All-Weather Investment Strategy
In this episode, Jack and Matt dive deep into their conversation with Jason Buck about building truly robust investment portfolios that can withstand any market environment. Moving beyond the typical…
Practical Lessons from Ed Yardeni
In this deep-dive conversation, Jack Forehand and Matt Zeigler break down key insights from their interview with Dr. Ed Yardeni, one of Wall Street’s most respected market strategists. The discussion…
Practical Lessons from Cliff Asness
In this episode, Jack Forehand and Matt Zeigler discuss their fascinating interview with AQR founder Cliff Asness. They explore several key topics from their conversation, including: Cliff’s humorous take on…
Practical Lessons from Warren Buffett | Timeless Wisdom from the Oracle of Omaha
In this episode of “Two Quants and a Financial Planner,” we break down some of Warren Buffett’s most important investing lessons and life wisdom through a series of interview clips…
The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time
We’re back with our annual predictions episode, where we look back at our (surprisingly not terrible) 2024 market calls and make fresh predictions for 2025 (which will likely be very…
Do You Really Need International Diversification? 10 Top Investors Debate
In this episode of “Two Quants and a Financial Planner,” we explore one of investing’s most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether…