Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Hosted by Jack Forehand and Matt Zeigler · Excess Returns

4.8from 25 ratings

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93Podcast AuthorityScore out of 100 · How it is scored
160
Episodes
108
Transcribed
25
Ratings
Weekly
Cadence
2023
First episode
3M
YouTube views

About Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

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.

Publisher
Excess Returns
Category
business
Language
en
Explicit
No
First episode
24 Feb 2023
Latest episode
2 Nov 2026
Apple PodcastsSpotifyWebsiteRSS feed

Latest episodes

108 of 160 episodes have a transcript.

  1. 2 Nov 2026TRANSCRIPT

    Half the S&P Is One AI Trade. This Isn’t 1999. What If the Bubble Is in the Safe Stocks?

  2. 26 Oct 2026TRANSCRIPT

    The Panic Is in CoreWeave's Debt. The Risk Is in AI Revenue. What Is Your Portfolio Betting On?

  3. 19 Oct 2026TRANSCRIPT

    Tech Has Led for 20 Years. Bonds Yield Over 5%. What If Your Biggest Risk Is What You Don’t Own?

Inside a recent episode

Half the S&P Is One AI Trade. This Isn’t 1999. What If the Bubble Is in the Safe Stocks?

Published 2 Nov 2026 · Transcript excerpt

[…] I think it's that powerful of a technology that this is going to definitely go through 2030 on the infrastructure build. And then the way industries are affected, if the industries don't evolve, they're putting their operating margins at risk. And if you look at why this cycle is so different, If I look at just on the economic standpoint, a company in the S&P 500 that has operating margins of 15% at the C-level suite, if they're not embedding AI, they're not going to get to where their competition is going to get on operating margins of 30. So they're going to be at a huge disadvantage. Now, put that overlay on specifically on Agentic or Superintelligence, It also is very appropriate from a country level. […]

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Who has been a guest on Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Names identified in recent episode analyses. Showing up to five guests.

  • Michael Baron
  • Eric Pachman
  • Kris Abdelmessih
  • Andy Constan
  • Jason Hsu

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views
3,181,403
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
8 ratings
Spotify
4.7 / 5
17 ratings

Podcast Authority Score: 93 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality
99
Social presence
94
YouTube
93
Engagement
77

Contact Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Guest appearances
Books guests

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Questions about Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Who hosts Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning?

Jack Forehand and Matt Zeigler host the show. Published by Excess Returns.

How often do new episodes come out?

The show publishes weekly, based on its RSS feed.

Does Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning take guests?

Yes. Guests have been identified in episode analyses.

Where can I read transcripts?

108 of 160 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.

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