Podcast Index

Podcasts

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WuBlockchain Podcast WuBlockchain Podcast WuBlockchain Podcast Digital Finance Analytics (DFA) Blog Digital Finance Analytics (DFA) Blog Martin North J-WAVE TOPPAN INNOVATION WORLD ERA J-WAVE TOPPAN INNOVATION WORLD ERA J-WAVE Ride the Lightning: Tesla and EV Podcast Ride the Lightning: Tesla and EV Podcast Ryan McCaffrey Tu dinero nunca duerme Tu dinero nunca duerme esRadio Brian Kilmeade Show Brian Kilmeade Show FOX News Podcasts NZ Everyday Investor NZ Everyday Investor Podcasts NZ / WorldPodcasts.com / Darcy Ungaro Money Making Conversations Master Class Money Making Conversations Master Class Rushion McDonald Talking Logistics Podcasts Talking Logistics Podcasts Talking Logistics Podcasts What’s Your Problem? with Marsh Buice What’s Your Problem? with Marsh Buice Marsh Buice Brick City Podcasts Brick City Podcasts Elgin Carelock Flipping Mastery Podcast Flipping Mastery Podcast Jerry Norton Masterminds Podcast Masterminds Podcast Richie Mensah Retirement Decoded with Scott Tucker & Amy Jacobson Retirement Decoded with Scott Tucker & Amy Jacobson Scott Tucker 怪獸科技公司 | 商管X人文X職涯 怪獸科技公司 | 商管X人文X職涯 王政皓|怪獸科技公司 The Wolf Of All Streets The Wolf Of All Streets Scott Melker مُلخص كتاب مُلخص كتاب Podcast Record Business Bravery Podcast Business Bravery Podcast Tiffany Gilleland Bitcoin Liberty Live Bitcoin Liberty Live Fritz Two Quants and a Financial Planner Two Quants and a Financial Planner Excess Returns Eurodollar University Eurodollar University Jeff Snider Investire Semplicemente Investire Semplicemente Luigi Matarazzo The Modern Entrepreneur Show The Modern Entrepreneur Show The Modern Entrepreneur Show MSTR Today: Daily insights of Michael Saylor, Bitcoin and Strategy (MicroStrategy) MSTR Today: Daily insights of Michael Saylor, Bitcoin and Strategy (MicroStrategy) John Lee Dumas The Classy Career Girl Podcast The Classy Career Girl Podcast Classy Career Girl International, LLC The 94X Kingdom Driven CEO The 94X Kingdom Driven CEO Sean Kouplen Marketing Talks Marketing Talks Catherine and Tom Bitcoin, Fiat & Rock'n'Roll Bitcoin, Fiat & Rock'n'Roll Alexander Bechtel, Michael Blaschke, Jonas Gross, Manuel Klein The Accountability Minute:Business Acceleration|Productivity The Accountability Minute:Business Acceleration|Productivity Anne Bachrach The Living Elevated Show: Smart Moves, Bilingual Voices The Living Elevated Show: Smart Moves, Bilingual Voices Alexander Plant Grow Reap Plant Grow Reap Aintree Group Big Business with Brittney Saunders Big Business with Brittney Saunders Nova Podcasts CEO LEVEL CEO LEVEL Almal Newspaper The Fashion Translator The Fashion Translator Claire-Lys Bastien Wald No Cap by CRE Daily No Cap by CRE Daily CRE Daily VOV - Kinh tế Tài chính VOV - Kinh tế Tài chính Đài Tiếng nói Việt Nam
Two Quants and a Financial Planner

Business

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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