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…
Tag: The Education of a Financial Planner
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…
Practical Lessons from Rob Arnott
In this episode of Two Quants and a Financial Planner, we dive deep into the insights we’ve gained from our conversations with investing legend Rob Arnott. We explore Rob’s unique…
Practical Lessons from Jerry Parker
In this episode, we dive deep into the world of trend following with legendary trader Jerry Parker. We explore key insights from our previous interviews with Jerry on Excess Returns,…
Practical Lessons from Guy Spier
In this episode of Two Quants and a Financial Planner, we dig into the biggest lessons we learned from investing legend Guy Spier. Drawing from our extensive interview with Guy,…
Practical Lessons from Michael Mauboussin
In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Michael Mauboussin, one of the most respected thinkers in finance. We revisit…
Practical Lessons from Aswath Damodaran
In this episode, we dive into key lessons from our recent Excess Returns interview with valuation expert Aswath Damodaran. We unpack Damodaran’s insights on: Why dogma in investing can be…
The Case Against Value Investing
In this episode of Two Quants and a Financial Planner, we tackle a question that is on many investor’s minds: Is value investing dead? We explore various arguments for and…