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Two Quants and a Financial Planner Two Quants and a Financial Planner Excess Returns Evidence → Cognition → Discernment™️ - Your Pathway to AI Leadership Evidence → Cognition → Discernment™️ - Your Pathway to AI Leadership Greg Twemlow Blockchain DXB Blockchain DXB Blockchain DXB Defence & Security Podcast Network Defence & Security Podcast Network Momentum Media Vital MX Vital MX Vital MX Members Podcast Members Podcast Marcus Today It's an Inside Job It's an Inside Job Jason Birkevold Liem Cybersecurity ist Chefsache Cybersecurity ist Chefsache Nico Freitag & Ann-Katrin Lange She Is Courageous Podcast with Shelley Bosworth She Is Courageous Podcast with Shelley Bosworth Shelley Bosworth IPI Planners Podcast IPI Planners Podcast Irish Planning Institute The Family Biz Show The Family Biz Show Michael Palumbos Redefining Energy Redefining Energy Laurent Segalen and Gerard Reid Datasets Datasets Visionary Anatomie d'une décision Anatomie d'une décision L'Express 今日股市 | 薪伊谈股票投资 今日股市 | 薪伊谈股票投资 薪伊Elaine Die Potenzialwerkstatt Die Potenzialwerkstatt Andreas Nemeth - Der Potenzialentwickler Alles auf Aktien – Die täglichen Finanzen-News Alles auf Aktien – Die täglichen Finanzen-News WELT Morgenkaffen med Finansavisen Morgenkaffen med Finansavisen Finansavisen Richissime Richissime Delphine Pinon The Paid Search Podcast | A Weekly Podcast About Google Ads and Online Marketing The Paid Search Podcast | A Weekly Podcast About Google Ads and Online Marketing Chris Schaeffer, Certified Google Ads Specialist Was Bitcoin bringt - mit Niko Jilch Was Bitcoin bringt - mit Niko Jilch Binifico Haken dran – das Social-Media-Update der c't Haken dran – das Social-Media-Update der c't Gavin Karlmeier The Business Fondle The Business Fondle Professional Babe Wantrepreneur to Entrepreneur | Start and Grow Your Own Business Wantrepreneur to Entrepreneur | Start and Grow Your Own Business Brian Lofrumento Thinking Crypto News & Interviews Thinking Crypto News & Interviews Tony Edward Coaching for Leaders Coaching for Leaders Dave Stachowiak Bloomberg News Now Bloomberg News Now Samejo Radio 1370AM Peligrosa.mx Tlax/Pue Radio 1370AM Peligrosa.mx Tlax/Pue grupo informativo 1370AM sa de cv Lions of Liberty Network Lions of Liberty Network Lions of Liberty Tony Robbins Podcast Daily Tony Robbins Podcast Daily Tony Juice it up - Il futuro del cibo Juice it up - Il futuro del cibo Juice Business News Today | 2 Min News | The Daily News Now! Business News Today | 2 Min News | The Daily News Now! The Daily News Now! Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) Brian Kilmeade Show Brian Kilmeade Show FOX News Podcasts Handelsblatt Morning Briefing - News aus Wirtschaft, Politik und Finanzen Handelsblatt Morning Briefing - News aus Wirtschaft, Politik und Finanzen Friederike Hofmann, Sven Prange und die Handelsblatt Redaktion, Handelsblatt OMR Silicon Valley Update OMR Silicon Valley Update Christian Byza Speak Up: Develop Your Executive Presence & Leadership Communication Style Speak Up: Develop Your Executive Presence & Leadership Communication Style Laura Camacho
Two Quants and a Financial Planner

Negocios

Two Quants and a Financial Planner

Excess Returns

Expensive Market. AI Backlash. Are Investors Pricing the Wrong Risk? | 6 Things We Learned This Week

July 05, 2026 8:19am 39 min

Jack Forehand and Matt Zeigler break down the biggest investing ideas from the week, including the AI bull market, data center backlash, semiconductor cyclicality, US stock market dominance and long-term market history. ...

Easy Bubbles. Hard 100 Baggers. Useless AI | 6 Things We Learned This Week

June 28, 2026 7:52am 35 min

This week’s Weekly Wrap breaks down the biggest investing lessons from our conversations with GMO’s Ben Inker and 100 Baggers author Chris Mayer. We discuss how to think about market bubbles, AI capital spending, earning...

Expensive Market. Record Issuance. Can the Story Still Hold It Up? | 6 Things We Learned This Week

June 22, 2026 6:04am 34 min

This week’s Excess Returns Weekly Wrap breaks down the biggest investing lessons from Aswath Damodaran, Andy Constan and Tobias Carlisle. We discuss SpaceX valuation, AI capital spending, IPO mechanics, market overvaluat...

When the Fire Hose Meets the Megatrend | The Weekly Wrap

June 15, 2026 5:28am 35 min

In this episode of the Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler break down two major conversations with Mike Green and Vanguard's Joe Davis. The discussion connects passive investing flows, mega-cap con...

The $1.75T IPO No One Can Price | 6 Things That Surprised Us This Week

June 08, 2026 6:23am 35 min

This week’s Excess Returns Weekly Wrap looks at the market stories that surprised us most, including the potential SpaceX IPO, extreme valuations, market structure, AI disruption, value investing, tech leadership and oil...

They Lose on Purpose — And Still Come Out Ahead | The Weekly Wrap - 5/31/2026

May 31, 2026 3:37pm 1:02

This week’s Excess Returns Weekly Wrap breaks down the best investing insights from Adam Parker, Robert Hagstrom, and Eric Crittenden. We discuss why the market may still be trading on fundamentals, why valuation alone c...

He Studied 100 Years of Bubbles. He Exposed Private Equity's Volatility Illusion | The Weekly Wrap

May 25, 2026 5:28am 1:06

This week’s Excess Returns Weekly Wrap breaks down the biggest investing lessons from our conversations with Cliff Asness, Andy Constan, Gene Munster, Doug Clinton, and Ben Carlson. Jack Forehand and Matt Zeigler discuss...

He Invested Through Five Bubbles. He Wrote the Book on Them | The Weekly Wrap - 5/17/2026

May 17, 2026 5:24pm 1:08

This week’s Excess Returns Weekly Wrap brings together highlights from our interviews with Jeremy Grantham, Andy Constan, Edward Chancellor and Marc Rubinstein to examine AI, bubbles, private credit, market structure and...

The S&P 500 is Just 46 Stocks. 89% of the Economy is Flatlining | What We Learned This Week

May 11, 2026 6:22am 1:06

This week’s Excess Returns Weekly Wrap looks at what Ian Cassel, Chris Mayer, Jim Paulsen and Elena Khoziaeva can teach investors about stock picking skill, inflation risk, AI, software moats, small caps and market conce...

Outperformed by Mom | The Weekly Wrap – 5/2/2026

May 03, 2026 6:04am 1:09

This week’s Excess Returns Weekly Wrap examines what Chris Davis and Rich Bernstein can teach investors about letting winners run, inflation risk, market concentration, dividends, AI, and the difference between economic ...

We Asked David Rosenberg, Chris Bloomstran and Cameron Dawson What This Market Is Getting Wrong

April 26, 2026 1:00pm 1:12

This week’s Excess Returns Weekly Wrap explores one of the most important questions in markets today: what’s really driving this rally, and how fragile is it beneath the surface.We break down the growing concentration in...

We Asked Liz Ann Sonders, Jim Grant, and Brent Donnelly What Investors Miss About This Market

April 19, 2026 2:35pm 1:05

This week’s Excess Returns Weekly Wrap brings together insights from Jim Grant, Liz Ann Sonders, and Brent Donnelly to break down the biggest forces driving markets right now, including war-driven inflation, oil shocks, ...

The Recession Signal Hidden in Walmart | The Weekly Wrap - 4/12/2026

April 12, 2026 10:51am 1:10

This week’s Excess Returns Weekly Wrap brings together insights from Jim Paulsen, Brent Kochuba, Anthony Wang, and Tom Hancock to break down what’s really driving markets right now—from recession signals and oil shocks t...

The 1 in 18,900 Bet | Practical Lessons from Michael Maboussin, Katie Stockton, Ben Hunt, Kuppy and Aahan Menon

April 05, 2026 12:20pm 1:06

This episode of Excess Returns Weekly Wrap brings together the most important ideas from a packed week of interviews, covering AI and base rates, the Magnificent Seven, commodities, macro risks, and practical investing f...

The Shock No One Can Price | The Weekly Wrap - 3/29/2026

March 29, 2026 4:24pm 1:07

This episode of Excess Returns Weekly Recap breaks down one of the most complex market environments in recent memory, from the global oil shock and its economic ripple effects to base rates, AI-driven productivity, and p...

The War No One Can Price | The Weekly Wrap – 3/22/2026

March 22, 2026 6:19am 1:10

This week’s Excess Returns Weekly Wrap breaks down the biggest market drivers right now, including how markets price (or fail to price) war risk, why volatility signals are flashing unusual warnings, and what options mar...

14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026

March 14, 2026 9:31am 1:04

In this episode, we break down the most important insights from the week on Excess Returns,, with insights from Vitaliy Katsenelson, Jim Paulsen, and Joseph Shaposhnik. Markets today are being shaped by powerful crosscur...

From AI Hype to Hard Money | The Weekly Market Insight – March 8, 2026

March 08, 2026 11:45am 1:01

In this episode of Two Quants and a Financial Planner, Jack Forehand and Matt Zeigler highlight the most important investing insights from recent conversations across the Excess Returns podcast network. Drawing on discus...

The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose

February 23, 2026 9:57am 1:08

In this episode, we explore one of the most important but overlooked questions in investing: what is the purpose of your portfolio? Through a series of powerful clips and reflections from Aswath Damodaran, Meb Faber, Ben...

The Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen

January 04, 2026 12:30pm 1:02

In this episode, we discuss our biggest lessons from our interview with Bill Bengen, the creator of the 4 percent rule, and are joined by special guest Ben Tuscai.We explore how one of the most widely cited ideas in reti...

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