Podcast artwork thumbnail for Two Quants and a Financial Planner

Two Quants and a Financial Planner

Matt Zeigler, Jack Forehand, Justin Carbonneau

Booking Overview

An interview-led investing and financial-planning show featuring commentary from its hosts alongside external investors, economists, traders, and technology or market analysts. Credible pitches include investment strategists, economists, quantitative investors, trading experts, financial authors, and specialists in artificial intelligence’s economic impact; booking difficulty is high because the show regularly features established industry authorities and prominent public thinkers.

Metrics

Episodes: 156

Frequency: Weekly

Rating: 5.0/5.0

Estimated listeners: 100 - 1,000

Gender skew: Male

Listener location: USA

YouTube: 75.8k subscribers

Contact Information

Publicly listed emails

excessreturnspod@gmail.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Matt Zeigler - Investment and financial-planning commentator covering markets, portfolio decisions, and practical investor outcomes.

Jack Forehand - Investment commentator focused on markets, portfolio construction, economic conditions, and long-term investing.

Justin Carbonneau - Investment and financial-planning commentator addressing how market insights can be applied to investors’ long-term financial goals.

Booking Intelligence

Booking Requirements

high
Typical Credentials:  
Established investment strategists, economists, quantitative investors, traders, financial authors, technology analysts, and specialists with demonstrated expertise in markets, portfolio management, economic policy, or artificial intelligence’s business impact.
Required Achievements:  
Authored respected books or research on investing, trading, economics, or technology, Held senior roles at investment firms, research organizations, or financial institutions, Built a recognized track record as an investor, trader, strategist, or analyst, Founded a specialist research, data, or investment organization, Frequently contributed expert analysis on markets, economic policy, or technology

Recent Guest Discussions

Brent Donnelly - Rationality, Flexibility, Bayesian Thinking, Position Sizing, And Changing Investment Views.

Tian Yang - Spending, Savings, Income, Economic Resilience, And The Kalecki-levy Framework.

David Rosenberg - AI Investment, Economic Growth, Inflation, Capital Allocation, And The Structure Of The Contemporary Economy.

Richard Bernstein - AI Capital Spending, Capital Misallocation, Economic Growth, Inflation, And Lessons From The Dot-com Era.

Rupert Mitchell - Central-bank Rate Hikes, Market Cycles, And Risks To Financial Assets.

Recent Topics

Investing, Financial Planning, Portfolio Management, Markets, Economics

Episodes

Here's the recent few episodes on
Two Quants and a Financial Planner
:

Diesel is Spiking. The Market Has the AI Losers Wrong | Are You Betting Too Big?

October 05, 2026

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 concentrated portfolios, and the position-sizing mistakes that can turn favorable odds into losses.Jack Forehand and Matt Zeigler revisit conversations with Michael Baron, Eric Pachman and Kris Abdelmessih. Michael Baron explains why some apparent AI losers may have valuable data advantages and how his firm manages inve...

Rates Are Spiking. The S&P Is One Big AI Bet. What If Your Biggest Risk Is What You Don't Own?

September 28, 2026

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 exp...

The "Permabear" Holds 50% Stocks. 7 Sectors Barely Grew. What If Stocks Stop Carrying the Economy?

September 21, 2026

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...

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Two Quants and a Financial Planner
:

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Frequently asked questions

Here's some frequently asked questions for
Two Quants and a Financial Planner
:

How do I get in touch with Two Quants and a Financial Planner?

Two Quants and a Financial Planner is hosted by Matt Zeigler and Jack Forehand. Its publicly listed email is excessreturnspod@gmail.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Two Quants and a Financial Planner?

The publicly listed email for Two Quants and a Financial Planner: excessreturnspod@gmail.com.

How many listeners does Two Quants and a Financial Planner have?

Podseeker estimates Two Quants and a Financial Planner reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Two Quants and a Financial Planner?

Two Quants and a Financial Planner typically books industry leaders. Typical guest background: Established investment strategists, economists, quantitative investors, traders, financial authors, technology analysts, and specialists with demonstrated expertise in markets, portfolio management, economic policy, or artificial intelligence’s business impact. Common among recent guests: Authored respected books or research on investing, trading, economics, or technology; Held senior roles at investment firms, research organizations, or financial institutions; Built a recognized track record as an investor, trader, strategist, or analyst. Recent guests include Brent Donnelly, Tian Yang, and David Rosenberg.

How hard is it to get booked on Two Quants and a Financial Planner?

High. It mostly books established leaders in its field.

What topics does Two Quants and a Financial Planner cover?

Recent episodes cover Investing, Financial Planning, Portfolio Management, Markets, and Economics. Pitch an idea tied to one of these topics and mention a recent episode.

Publicly listed emails

excessreturnspod@gmail.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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