Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
Latest episodes
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49 min
The Panic Is in CoreWeave's Debt. The Risk Is in AI Revenue. What Is Your Portfolio Betting On?
AI financing risks, index-driven buying, and opportunities beyond US tech take center stage in this week's Excess Returns Weekly Wrap. Jack Forehand and Matt Zeigler explore how in…
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43 min
Tech Has Led for 20 Years. Bonds Yield Over 5%. What If Your Biggest Risk Is What You Don’t Own?
AI financing, tech-stock complacency, and the return of bonds to the portfolio conversation take center stage in this week’s Excess Returns Weekly Wrap. The question connecting the…
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47 min
The S&P Hit a Record. 73% of Stocks Are Below Their 50-Day. What Is Your Index Fund Betting On?
Strong earnings are supporting the rally, but narrow leadership is changing what investors own through an index fund. This week's Excess Returns Weekly Wrap explores the tension be…
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48 min
Diesel is Spiking. The Market Has the AI Losers Wrong | Are You Betting Too Big?
Finding a good investment and knowing how much to put into it are different problems. This week's Excess Returns Weekly Wrap connects overlooked AI opportunities, the risks of conc…
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44 min
Rates Are Spiking. The S&P Is One Big AI Bet. What If Your Biggest Risk Is What You Don't Own?
Do you understand the risks in your portfolio, or just the labels on your investments? This week's Excess Returns Weekly Wrap explores how index concentration, changing bond yields…
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48 min
The "Permabear" Holds 50% Stocks. 7 Sectors Barely Grew. What If Stocks Stop Carrying the Economy?
Are strong earnings and resilient consumer spending hiding a weaker economy underneath? In this Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler explore why that disconne…
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46 min
The Moats Are Invisible. So Is the Risk in Your Bond Fund. What Else Can't You See?
Jack Forehand and Matt Zeigler explore portfolio diversification, hidden bond-fund risks, AI inflation and the competitive advantages that help great businesses compound. Drawing o…
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49 min
AI Demand Is Real. The Accounting Games Are Growing. How Long Can Both Be True?
Jack Forehand and Matt Zeigler explore the AI investment boom, Federal Reserve credibility, accounting risks and the dangers of buying stocks to hold forever. Featuring clips from…
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43 min
Bond Panic. Software Pileup. Borrowed AI Earnings. Are Investors Pricing the Wrong Risk?
In this Weekly Wrap, Jack Forehand and Matt Zeigler break down why rising long-term bond yields may be justified by stronger nominal growth, large fiscal deficits and AI-driven cap…
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31 min
Rates Keep Climbing. Stocks Refuse to Break. What If They're Saying the Same Thing?
This week on the Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler break down key investing lessons from recent conversations with Andy Constan, Liz Ann Sonders and Bob Ro…
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31 min
Falling Rates. Rising Productivity. Are Good Things Bearish?
In this week's Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler break down Jim Paulsen's warning that falling Treasury yields could become bad news for stocks if markets…
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33 min
We Reunited David Rosenberg and Rich Bernstein After 20 Years | The Misallocation They Both See
This week on the Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler break down the AI capital spending boom, the risk that data center investment is crowding out housing an…
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35 min
A War-Sized AI Bet. The Fed Goes Dark. Is One More Hike the Death Shot? | The Weekly Wrap
On this episode of the Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler examine how the AI capital spending boom, an unpredictable Federal Reserve, reduced corporate repo…
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31 min
No ROI Yet. Fewer Recessions. Are You Making More Money? | 4 Things We Learned This Week
This week's Excess Returns Weekly Wrap examines when AI spending will translate into measurable end-user ROI, why the U.S. business cycle may now produce fewer recessions, and how…
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33 min
Strong Jobs. Vanishing Workers. Are You Watching the Wrong Number? | 4 Things We Learned This Week
In this episode of the Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler break down lessons from their conversations with Market Wizards author Jack Schwager and Data 4 th…
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33 min
Tech Down 10%. Earnings at Record Highs. Which One Is Lying? | 5 Things We Learned This Week
This week's Weekly Wrap examines whether weakening mega-cap leadership, massive AI capital spending, and record earnings expectations are creating hidden risks beneath the market.J…
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39 min
Expensive Market. AI Backlash. Are Investors Pricing the Wrong Risk? | 6 Things We Learned This Week
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…
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36 min
Easy Bubbles. Hard 100 Baggers. Useless AI | 6 Things We Learned This Week
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 mark…
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34 min
Expensive Market. Record Issuance. Can the Story Still Hold It Up? | 6 Things We Learned This Week
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 sp…
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35 min
When the Fire Hose Meets the Megatrend | The Weekly Wrap
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 connec…