HeyJaredTwo Quants and a Financial Planner
Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest episodes
Rates Are Spiking. The S&P Is One Big AI Bet. What If Your Biggest Risk Is What You Don't Own? (opens the original)
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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, and lessons from great investors can challenge the assumptions behind your investing decisions. Jack Forehand and Matt Zeigler revisit conversations with Andy Constan, Jason Hsu, Jack Raines, and Gary Mishuris. They discuss what Treasury buybacks can actually accomplish, why owning the S&P 500 may leave you exposed t
The "Permabear" Holds 50% Stocks. 7 Sectors Barely Grew. What If Stocks Stop Carrying the Economy? (opens the original)
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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 disconnect matters for stocks, bonds, and the risks investors take in their portfolios. Featuring highlights from David Rosenberg, Jim Paulsen, Jenny Johnson, Bob Pozen, and Alex Edmans in conversation with Kai Wu, this week's discussion looks beyond headline numbers and familiar investing labels. From David Rosenberg's case f
The Moats Are Invisible. So Is the Risk in Your Bond Fund. What Else Can't You See? (opens the original)
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Jack Forehand and Matt Zeigler explore portfolio diversification, hidden bond-fund risks, AI inflation and the competitive advantages that help great businesses compound. Drawing on conversations with Chris Mayer, Robert Hagstrom, Jared Dillian, John Kerschner and Michael Contopoulos, this Excess Returns Weekly Wrap examines how to build a portfolio you can stick with and why your investments should account for the risks in your working life. Topics covered: Chris Mayer's invisible moats: how cu
AI Demand Is Real. The Accounting Games Are Growing. How Long Can Both Be True? (opens the original)
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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 Dan Niles, Ben Hunt, Cameron Dawson and Dave Nadig, this Excess Returns Weekly Wrap connects rising AI adoption with questions about earnings quality, market narratives and the slow financial damage caused by gambling and overtrading. Topics covered: Why even the smartest technology companies can overinvest and misread
Bond Panic. Software Pileup. Borrowed AI Earnings. Are Investors Pricing the Wrong Risk? (opens the original)
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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 capital spending, and why the bigger market risk may be an AI earnings bubble rather than a valuation bubble. Featuring Kevin Muir, Dan Rasmussen and Ian Cassel, the episode also explores private equity’s huge software bet, the traits of elite stock pickers, and how the worldview of AI leaders could be driving unusually a
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