All Episodes
Two Quants and a Financial Planner — 152 episodes
AI Demand Is Real. The Accounting Games Are Growing. How Long Can Both Be True?
Bond Panic. Software Pileup. Borrowed AI Earnings. Are Investors Pricing the Wrong Risk?
Rates Keep Climbing. Stocks Refuse to Break. What If They're Saying the Same Thing?
Falling Rates. Rising Productivity. Are Good Things Bearish?
We Reunited David Rosenberg and Rich Bernstein After 20 Years | The Misallocation They Both See
A War-Sized AI Bet. The Fed Goes Dark. Is One More Hike the Death Shot? | The Weekly Wrap
No ROI Yet. Fewer Recessions. Are You Making More Money? | 4 Things We Learned This Week
Strong Jobs. Vanishing Workers. Are You Watching the Wrong Number? | 4 Things We Learned This Week
Tech Down 10%. Earnings at Record Highs. Which One Is Lying? | 5 Things We Learned This Week
Expensive Market. AI Backlash. Are Investors Pricing the Wrong Risk? | 6 Things We Learned This Week
Easy Bubbles. Hard 100 Baggers. Useless AI | 6 Things We Learned This Week
Expensive Market. Record Issuance. Can the Story Still Hold It Up? | 6 Things We Learned This Week
When the Fire Hose Meets the Megatrend | The Weekly Wrap
The $1.75T IPO No One Can Price | 6 Things That Surprised Us This Week
They Lose on Purpose — And Still Come Out Ahead | The Weekly Wrap - 5/31/2026
He Studied 100 Years of Bubbles. He Exposed Private Equity's Volatility Illusion | The Weekly Wrap
He Invested Through Five Bubbles. He Wrote the Book on Them | The Weekly Wrap - 5/17/2026
The S&P 500 is Just 46 Stocks. 89% of the Economy is Flatlining | What We Learned This Week
Outperformed by Mom | The Weekly Wrap – 5/2/2026
We Asked David Rosenberg, Chris Bloomstran and Cameron Dawson What This Market Is Getting Wrong
We Asked Liz Ann Sonders, Jim Grant, and Brent Donnelly What Investors Miss About This Market
The Recession Signal Hidden in Walmart | The Weekly Wrap - 4/12/2026
The 1 in 18,900 Bet | Practical Lessons from Michael Maboussin, Katie Stockton, Ben Hunt, Kuppy and Aahan Menon
The Shock No One Can Price | The Weekly Wrap - 3/29/2026
The War No One Can Price | The Weekly Wrap – 3/22/2026
14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026
From AI Hype to Hard Money | The Weekly Market Insight – March 8, 2026
The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose
The Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen
The Most Underutilized Concept in Investing | Four Lessons from Michael Mauboussin
How to Avoid Selling Your Next 100-Bagger | Practical Lessons from Chris Mayer
The Fourth Turning is Here. But It Isn’t What You Think | Practical Lessons from Neil Howe
When Easy Markets Hide Hard Truths | Practical Lessons from Richard Bernstein
QE Myths. Free Trade Lies. Fatal Mistakes | 12 Great Investors Share Their Most Unpopular Beliefs
20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire
The Great Distortion: The Hidden Impact of Passive Investing | Practical Lessons from Mike Green
Sequence Risk Can Derail Your Retirement: Here is How to Stop It | Practical Lessons from Wade Pfau
The Seismic Shift Markets Are Missing | Practical Lessons from Ben Hunt & Grant Williams
The Diversification Delusion | The Risk that Leaves Both Stocks and Bonds Exposed
The Irrecoverable Error: Risk, Ruin, and the Rules of Wealth | Practical Lessons from Guy Spier
The Dark Side of Value Investing: Practical Lessons from Aswath Damodaran
Tariffs Are Here. The Market is Down. Here is What It Means for Investors
Most Great Traders Failed First: These Key Rules Saved Them | Practical Lessons from Jack Schwager
75% of Investors Will Disagree with These Ideas: Evidence Says They are True
The Great Moderation is Over: Here is What Comes Next | Practical Lessons from Liz Ann Sonders
Value Investing: Dead or Just Misunderstood? | Special Guest: Tobias Carlisle
Practical Lessons from Bob Elliott
Practical Lessons from Warren Pies
Practical Lessons from Cem Karsan | Inside the Hidden Forces Moving Markets
Practical Lessons from Jim Paulsen
Practical Lessons from Jason Buck
Practical Lessons from Ed Yardeni
Practical Lessons from Cliff Asness
Practical Lessons from Warren Buffett | Timeless Wisdom from the Oracle of Omaha
Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives
The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time
Do You Really Need International Diversification? 10 Top Investors Debate
Practical Lessons from Andy Constan | Bridgewater, Macro Pillars and Navigating Deleveragings
10 Great Investors Share Their Most Important Lesson
Practical Lessons from Ben Carlson
What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig
The Six Most Controversial Takes from Excess Returns in 2024
Practical Lessons from Cullen Roche
Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival
Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation
Practical Lessons from Rob Arnott
Practical Lessons from Jerry Parker
Practical Lessons from Guy Spier
Practical Lessons from Chris Davis
Practical Lessons from Michael Mauboussin
Quality and Low Volatility: The Factors That Get No Respect
Practical Lessons from Aswath Damodaran
The Case Against Value Investing
Our Guests Gave Us 119 of Their Most Important Investing Lessons: We Give You Our Favorite 12
10 Common Misconceptions About Factor Investing
Inside the Recent Market Volatility | What You Need to Know to Navigate It
Lessons from Jack Schwager | 10 Things Long-Term Investors Can Learn from History's Best Traders
What You Need to Know About Momentum Investing | Six Experts Help Us Understand the Basics
Practical Alternatives to the 60-40 Portfolio
Eight Things We Learned from Our Interview with Mike Green | Practical Takeaways for Investors
Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration
Lessons From Our Interview with Rick Ferri | The Benefits of Simplicity
A Practical Guide to the 4% Rule
What You Need to Know About Analyzing Backtests
Timeless Investing Lessons | Breaking Down Corey Hoffstein's 15 Lessons from 15 Years Managing Money
The Market is Expensive: Should You Care? | The Practical Implications of Market Valuation
Q&A | ETFs vs Mutual Funds, Asset Location, Sizing Focused Factor Strategies, Direct Indexing
Investor Q&A | GameStop, Value Spreads, AI Backtesting and the Market as a Casino
Ten Lessons from Two Decades of Managing Money
Lessons From 24 Market Experts | What We Learned From the 12 Hour PNL For a Purpose Livestream
Fact or Fiction: Inflation, Taxes and That $4 Cup of Coffee
The Double-Edged Sword of Trend Following
The Importance of Managing Drawdowns in Retirement
An In Depth Look at Low Volatility Investing
Lessons from Danny Kahneman | Investing in Practice Rather Than Theory
Understanding the Measurement of Inflation
10 Lessons From Warren Buffett's Annual Letter
Ten Simple Lessons from Fama and French
The S&P 500 Is Highly Concentrated | Should You Be Worried?
David Einhorn Says the Market is Broken | We Debate Whether He is Right
The Intentional Investor | Justin Castelli
The Elusive Definition of Risk | And How to Manage It
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More
The Key Criteria to Look at When Evaluating Active ETFs
Lessons from Launching (and Shutting Down) a Small-Cap Value ETF
Lessons from the Rise and Fall (And Rise Again?) of ARK
Nine Investing and Life Lessons From 2023
Our 2024 Market Forecast | And Why You Shouldn't Listen to It
Four Ways Value Investors Can Use Momentum
Evaluating Alternatives to the 60-40 Portfolio
The Characteristics of a Good Investment Process - And How to Know When to Change It
Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More
What Investors Need to Know About Momentum Investing
An Inside Look at the Quality and Low Volatility Factors
Breaking Down Popular Value ETFs
How Couples Can Have Better Conversations About Money with Heather and Doug Boneparth
Is Value Investing Dead? A Quant and a Financial Planner Discuss
Understanding the Business of Franchising with Ben Terrill
Investor Q&A | Going to Cash, Laddering Bonds, International Diversification, Narrow Leadership
Roth Conversions | What Investors Need to Know
The Many Sides of Diversification | Spreading Your Bets Across Stocks, Factors and Asset Classes
A Detailed Look at Direct Indexing
Two Quants and a Financial Planner Talk Inflation
Breaking Down the Greatness of Warren Buffett
Behind the Curtain of 401K Plans with Law Professors Ian Ayres and Quinn Curtis
Untangling the Challenging Rules of Inherited IRAs
A Quant and a Financial Planner Discuss Factor Investing
The Truth About Market Forecasts (And Dollar Cost Averaging)
A Young Financial Planner Shares His Most Important Insights for Early Career Investors
The Many Facets of Discipline in Investing
A Financial Planner's View of Factor Investing
The Basics of Estate Planning
Lessons From the Epsilon Connect Conference
Five Major Issues on Investors' Minds: Inflation, Recession, Valuations, AI Stocks, Geopolitics
Aligning Your Assets with Your Purpose: Lessons from Peter Mladina
Annuities: Useful Financial Planning Tool or Just a Bunch of Shady Steak Dinners?
Will ChatGPT Replace Financial Planners?
The Challenge of Understanding Your True Risk Tolerance
Interpreting the Key Lessons from Great Investors
How Regular Investors Should Think About Alternatives to Stocks and Bonds
Lessons for Investors in Their Later Retirement Years
Using Variable Withdrawal Rate Strategies in Retirement
Using Monte Carlo Simulation in Retirement Planning
The Importance of Asset Location
Understanding the 4% Rule and Safe Withdrawal Rates
Lessons For Investors Approaching Retirement
Retirement Planning in Your Prime Earning Years
A Detailed Look at FDIC and SIPC Insurance and the Protections Available for Investors
What You Need to Know About Retirement Early in Your Career
A Primer on College Planning and Saving
The Basics of Goals-Based Planning