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…
Tag: The Education of a Financial Planner
Eight Things We Learned from Our Interview with Mike Green | Practical Takeaways for Investors
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…
Our Biggest Takeaways from the First Half of 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…
Nine Lessons From Rick Ferri
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…
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 conditions, and the…
How to Analyze Backtests: What Average Investors 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…
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…
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…
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…
Investor Q&A | GameStop, Value Spreads, AI Backtesting and the Market as a Casino
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…