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…
Tag: The Education of a Financial Planner
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…
Practical Lessons from Andy Constan | Bridgewater, Macro Pillars and Navigating Deleveragings
Join Matt Zeigler and Jack Forehand as they break down some of the most insightful frameworks from our interviews with macro thinker Andy Constan. Drawing from multiple conversations with Andy,…
10 Great Investors Share Their Most Important Lesson
We ask one question at the end of each of our episodes: Based on your experience in markets, if you could teach one lesson to your average investor, what would…
Practical Lessons from Ben Carlson
In this episode of Two Quants and a Financial Planner, we explore the timeless investing wisdom of Ben Carlson. We break down several crucial investing concepts, including why investors shouldn’t…
What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig
In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig. This episode explores how passive…
The Six Most Controversial Takes from Excess Returns in 2024
In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we’ve heard on Excess Returns in 2024. From Aswath…
Practical Lessons from Cullen Roche
In this episode, we look at the biggest lessons we have learned from Cullen Roche, one of our most frequent and insightful guests. We cover: “All Duration Investing” Cullen’s framework…
Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival
In this episode, we sit down for a deep dive into lessons from value investor Tobias Carlisle, exploring several key insights from our conversations with him over the years. In…
Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation
In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management. We explore several clips from our interviews…