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…
Tag: The Education of a Financial Planner
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…
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…
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…
Fact or Fiction: Inflation, Taxes and the End of the Star Manager Era
In this episode of Two Quants and a Financial Planner, we return to our Fact of Fiction framework. We cover a diverse set of investing and financial planning topics that…
The Double-Edged Sword of Trend Following
In this episode of Two Quants and a Financial Planner, we dive deep into the world of trend following investment strategies. We explain what trend following is, discuss the potential…
The Importance of Managing Drawdowns in Retirement
In this episode of Two Quants and a Financial Planner, we dive into the important topic of withdrawal rates and retirement planning. We discuss how Monte Carlo simulations can help…