65 episodes
Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning Jack Forehand, Justin Carbonneau and Matt Zeigler
-
- Business
-
-
5.0 • 5 Ratings
-
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.
-
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 of the upcoming presidential election on investors. We discuss the role of small trading accounts, the pros and cons of generative AI in backtesting investment strategies, and the significance of value spreads. While we may not have clear-cut answers to every question, we believe that thinking through these complex issues and discussing them from various angles helps us grow as investors and thinkers, and we hope our listeners find value in these nuanced conversations.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: -
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 diversification, the challenges of balancing long-term strategies with changing market conditions, and the critical role of understanding an investor's true risk tolerance. We also discuss the principal-agent conflict, the potential pitfalls of relying solely on quantitative measures, and the necessity of adapting to an ever-evolving financial landscape.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/ -
Lessons From 24 Market Experts | 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 day, we interviewed 24 guests on a wide range of topics, including macro investing, quantitative investing, value investing, and technology. We delved into the importance of being open to changing one's opinion when presented with new evidence, the challenges of navigating the complexities of the current economic landscape, and the potential impact of AI on our future. Our conversations with these diverse experts provided valuable perspectives on risk management, long-term investing, and the need for adaptability in an ever-changing world. We hope our listeners found these discussions as engaging and informative as we did, and we encourage everyone to support the Susan G. Komen foundation through our ongoing fundraiser.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative -
Fact or Fiction: Inflation, Taxes and That $4 Cup of Coffee
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 are on many investors' minds. We debate whether inflation can truly be predicted, if legendary investment managers are a thing of the past in today's market environment, and how much emphasis to place on fees and taxes when constructing an investment strategy. Additionally, we dig into the question of whether your house should be considered part of your overall investment portfolio and have some discussion on the age-old question of whether avoiding small purchases, like a daily $4 coffee, can really have a meaningful impact on your long-term wealth.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt -
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 benefits such as downside protection during bear markets, and explore some of the challenges involved, including false signals, whipsaw risk, and the difficulty of sticking with the strategy during underperforming periods. We also talk about how trend following can be incorporated as one component of a diversified investment portfolio and why the sizing and blending of strategies is so important.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/ -
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 us understand the potential outcomes and risks associated with different withdrawal strategies. We also explore the concept of sequence of returns risk and how it can impact a portfolio's longevity. Additionally, we examine how utilizing different asset classes and employing factor investing can potentially enhance retirement outcomes.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
Customer Reviews
Informative show with great discussions!
This show is so informative! Great info as well as fun banter with the hosts and guests. Definitely worth checking out. I really enjoyed the episode, Understanding the Business of Franchising, with FranNet expert, Ben Terrill. Understanding the pros and cons of stepping into the entrepreneurial game as well as learning Ben's strategize for finding the exact franchise for potential owners... Great conversation. Keep up the good work, Jack, Justin, and Matt!