Najlepsze podcasty z kategorii: Justin Carbonneau (2025)

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23. How Did We Get From UConn Track to Index Funds? with Justin Carbonneau 48:59

5d ago48:59

48:59

Justin Carbonneau’s journey from track and field to military service to the world of finance is a powerful example of turning challenges into opportunities. Justin has had to navigate tough transitions, from a demanding New York City internship to managing financial crises. Whether it’s finding encouragement online or the power of teamwork, his sto…

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Practical Lessons from Cliff Asness 58:08

1d ago58:08

58:08

In this episode, Jack Forehand and Matt Zeigler discuss their fascinating interview with AQR founder Cliff Asness. They explore several key topics from their conversation, including:Cliff's humorous take on morning routines and why correlation doesn't equal causation when it comes to success habitsThe "Less Efficient Market Hypothesis" and why Clif…

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Building Intelligent Alpha Portfolios with ChatGPT | Doug Clinton 58:09

5d ago58:09

58:09

In this episode of Excess Returns, we sit down with Doug Clinton of Intelligent Alpha to explore the fascinating intersection of AI and investment strategy. We discussed how Doug is using large language models (LLMs) like ChatGPT, Claude, and Gemini to build portfolios that aim to beat the market over time.Doug shares insights from his experience l…

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Practical Lessons from Warren Buffett | Timeless Wisdom from the Oracle of Omaha 54:28

8d ago54:28

54:28

In this episode of "Two Quants and a Financial Planner," we break down some of Warren Buffett's most important investing lessons and life wisdom through a series of interview clips and annual meeting footage. We start by discussing whether Buffett truly deserves the "GOAT" (Greatest of All Time) title in investing, drawing some interesting parallel…

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22. How Did We Get From Wall Street to CEO? with Ryan Krueger 40:16

12d ago40:16

40:16

In this episode, we chat with Ryan Krueger about how discomfort can lead to real growth. Ryan shares his thoughts on staying positive, finding joy in your work, and creating success that aligns with your values. We also talk about how challenges can teach us important lessons and why discomfort is often the key to becoming stronger and more resilie…

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Beyond the Magnificent Seven: Liz Ann Sonders on Markets, Cycles & Investing 1:02:10

12d ago1:02:10

1:02:10

In this episode of Excess Returns, we sit down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a wide-ranging discussion about markets, the economy, and investing. We explore her unique perspective on the current market environment, including her views on the end of the "Great Moderation" era and the transition to what she …

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Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives 1:02:41

15d ago1:02:41

1:02:41

In this episode of "Two Quants and a Financial Planner," we explore key insights from our previous conversations with Larry Swedroe, one of investing's most evidence-based thinkers. Through a series of clips, we examine crucial investment principles including:Why all investment decisions should be grounded in evidence rather than narratives or spec…

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The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu 1:00:48

19d ago1:00:48

1:00:48

In this episode of Excess Returns, we sit down with Kai Wu, founder of Sparkline Capital, for a fascinating discussion about intangible value investing and its global applications. Kai shares his expertise on using machine learning and natural language processing to identify companies rich in intellectual property, brand equity, human capital, and …

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21. How Did We Get From Advisor to Mentor? with Julie Johnson 48:45

21d ago48:45

48:45

Today we chat with Julie Johnson, a financial advisor turned mentor, as she shares her journey of helping families and advisors navigate the challenges of wealth transfer. Julie blends empathy and expertise, shaped by her own personal experiences, in a fresh perspective to managing finances across generations. We also explore the growing role of wo…

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Do You Really Need International Diversification? 10 Top Investors Debate 56:37

22d ago56:37

56:37

In this episode, we explore one of investing's most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether U.S. investors truly need international exposure in their portfolios.Key topics include:What actually constitutes "international exposure" in today's interconnected marketsWhy U.S. …

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The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time 1:00:32

22d ago1:00:32

1:00:32

We're back with our annual predictions episode, where we look back at our (surprisingly not terrible) 2024 market calls and make fresh predictions for 2025 (which will likely be very wrong). In this episode, we're embracing the humbling experience of market forecasting to prove to everyone (and ourselves) why market forecasting is a waste of time.Y…

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Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny 54:29

25d ago54:29

54:29

In this episode of Excess Returns, hosts Jack Forehand and Justin Carbonneau sit down with Jacob Pozharny, partner at Bridgeway Capital Management, to explore the increasingly important role of intangible assets in modern investing.Jacob breaks down what intangible assets are - from intellectual property and proprietary algorithms to brand value an…

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Do You Really Need International Diversification? 10 Top Investors Debate 57:06

29d ago57:06

57:06

In this episode of "Two Quants and a Financial Planner," we explore one of investing's most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether U.S. investors truly need international exposure in their portfolios.Key topics include:What actually constitutes "international exposure" in…

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Inside the Secretive World of Pod Shops | Bob Elliott 57:37

1M ago57:37

57:37

In this episode of Excess Returns, hosts Justin and Matt sit down with Bob Elliott, founder of Unlimited Funds, to explore the fascinating world of multi-strategy hedge funds, also known as "pod shops." Bob breaks down how these complex investment vehicles work, discussing their unique structure where multiple portfolio managers operate independent…

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20. How Did We Get From Theology to Financial Planning? with Morgan Ranstrom 57:56

1M ago57:56

57:56

What makes someone trade academia for financial advising during a recession? In this episode, we sit down with Morgan Ranstrom as he takes us through his remarkable journey from theology to finance. Combining technical skills with a deep understanding of human behavior, Morgan proves that financial planning is about more than numbers—it’s about peo…

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Practical Lessons from Andy Constan | Bridgewater, Macro Pillars and Navigating Deleveragings 1:00:54

1M ago1:00:54

1:00:54

Join Matt Zeigler and Jack Forehand as they break down some of the most insightful frameworks from our interviews with macro thinker Andy Constan. Drawing from multiple conversations with Andy, they explore:Andy's experience at Bridgewater Associates and their fascinating approach to systematic investingThe four pillars of macro analysis that help …

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Dispelling Big Investing Myths | Dan Rasmussen 55:17

1M ago55:17

55:17

In this episode of Excess Returns, Jack Forehand and Justin Carbonneau sit down with Dan Rasmussen from Verdad Advisers to discuss his firm's top research pieces from the past year. They explore several fascinating market insights, including:Why high bond yields don't necessarily translate to high returnsThe dramatic outperformance of U.S. markets …

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19. How Did We Get From Baghdad to Entrepreneur? with Van Smith 42:29

1M ago42:29

42:29

Imagine starting a law firm with just a laptop and an iPhone. That’s exactly what Van Smith did! In this episode, Van shares how he grew his Virginia-based firm from scratch into a team of 30. His background wasn’t entrepreneurial at all, but after tackling challenges like undergrad during 9/11, a stint in Baghdad, and the 2008 financial crisis aft…

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10 Great Investors Share Their Most Important Lesson 58:06

1M ago58:06

58:06

We ask one question at the end of each of our episodes:Based on your experience in markets, if you could teach one lesson to your average investor, what would it be? In this episode, we discuss our favorite answers from our guests in 2024. Featuring insights from:Jim Paulsen on understanding your true impact as an investorCliff Asness on the import…

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18. How Did We Get From a Childhood Goal to Estate Law? with Jenny Rozelle 39:21

2M ago39:21

39:21

Join us as we chat with Jenny Rozelle, an estate and elder law expert who brings a down-to-earth approach to legal planning. From her small-town beginnings to leading a successful law firm, Jenny shares how hard work and community-focus drive her success. She breaks down why estate planning matters for everyone, and gives simple, practical advice t…

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Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures 1:07:01

2M ago1:07:01

1:07:01

In this episode of Excess Returns, hosts Justin and Jack sit down with Andrew Beer of Dynamic Beta Investments to explore the fascinating world of managed futures and alternative investment strategies. Andrew, who manages over a billion dollars in assets, shares valuable insights on why managed futures remain underutilized despite their proven bene…

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What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig 1:04:07

2M ago1:04:07

1:04:07

In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig. This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness.Key discussions:W…

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Practical Lessons from Ben Carlson 48:58

2M ago48:58

48:58

In this episode of Two Quants and a Financial Planner, we explore the timeless investing wisdom of Ben Carlson. We break down several crucial investing concepts, including why investors shouldn't blindly follow billionaires' market moves, the importance of finding an investment strategy you can stick with, and why the market rarely operates at extr…

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17. How Did We Get From Failed Classes to Fitness in Finance? with Aravind Sithamparapillai 43:56

2M ago43:56

43:56

In this episode Aravind Sithamparapillai shares his journey, facing family expectations and self-doubt as he built a career in finance. Aravind opens up about overcoming struggles, including mental health challenges, and finding his way back to university. His story shows the power of self-belief, resilience, and the importance of doing what you ac…

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The Most Misunderstood Bull Market Ever | Jim Paulsen 1:05:09

2M ago1:05:09

1:05:09

In this episode of Excess Returns, we sit down with veteran investment strategist Jim Paulsen to discuss the current market landscape and economic outlook. Paulsen, author of Paulson Perspectives on Substack, shares unique insights on why traditional recession indicators have failed, how Main Street sentiment impacts markets, and why he remains opt…

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What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig 1:04:16

2M ago1:04:16

1:04:16

In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig. This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness.Key discussions:W…

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Bigger Extremes, Better Returns | Cliff Asness on the "Less Efficient Market Hypothesis" 1:15:57

2M ago1:15:57

1:15:57

In this episode of Excess Returns, we sit down with AQR founder Cliff Asness for a fascinating discussion about market efficiency, behavioral finance, and the future of quantitative investing. In this wide-ranging conversation, we explore Cliff's recent paper "The Less Efficient Market Hypothesis" and discuss why markets might actually be becoming …

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The Six Most Controversial Takes from Excess Returns in 2024 57:21

2M ago57:21

57:21

In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we've heard on Excess Returns in 2024. From Aswath Damodaran's spicy thoughts on the Berkshire annual meeting (spoiler: he's not a fan) to Cem Karsan's mind-bending perspective on options being the "dog" rather than the "tail," we're …

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Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt 1:09:51

2M ago1:09:51

1:09:51

In this episode of Excess Returns, Matt Zeigler is joined by Ben Hunt and Grant Williams for a candid discussion of the 2024 post-election landscape and its implications for markets. The guests explore how trust, or lack thereof, shapes both political and market narratives, examining the transformation of capital markets into what they describe as …

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16. How Did We Get From History Major to Financial Advisor? with Dennis Morton 46:32

2M ago46:32

46:32

Meet Dennis Morton—a former history major, band musician, and missile operator who’s now the founder of a financial advisory firm. In this episode, Dennis talks about his winding career path from military life to finance, and shares his hard-earned lessons and stories. Learn how he found his true calling, built a new career from scratch, and used h…

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Practical Lessons from Cullen Roche 53:36

2M ago53:36

53:36

In this episode, we look at the biggest lessons we have learned from Cullen Roche, one of our most frequent and insightful guests.We cover:"All Duration Investing" - Cullen's framework for matching investments to specific time horizonsThe Fed as Chuck Norris - Why the threat of Fed action can be more powerful than the action itselfQE vs Fiscal Stim…

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15. How Did We Get From Answering Phones to Index Funds? with Perth Tolle 1:04:26

3M ago1:04:26

1:04:26

In this episode, we chat with Perth Tolle, a finance trailblazer who mixes personal values with smart investing. From her time as a Fidelity advisor to creating a freedom-focused index for emerging markets, Perth’s journey shows how staying true to your beliefs can lead to success. We also talk about taking risks, changing careers, and how communit…

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Making Money from Market Chaos | Inside the Volatility World with Kris Sidial 1:06:42

3M ago1:06:42

1:06:42

In this episode of Excess Returns, Jack Forehand and special guest host Brent Kochuba dive deep into the world of long volatility and tail risk strategies with Kris Sidial, founder of the Ambrus Group. Kris shares invaluable insights from his experience managing volatility-focused strategies and navigating major market events.🔑 Key Topics Covered:H…

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Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival 53:18

3M ago53:18

53:18

In this episode, we sit down for a deep dive into lessons from value investor Tobias Carlisle, exploring several key insights from our conversations with him over the years. In this Halloween-themed episode (complete with plenty of Reese's cups), we break down Toby's perspectives on what makes an ideal business, the critical importance of survival …

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14. How Did We Get From Investment Banker to Artist? with Dave Ross 51:45

3M ago51:45

51:45

Join us as Dave Ross shares his unique journey from asset management to transportation executive to artist. He talks about chasing impact over following a set career path, the value of self-awareness, and learning from mentors. We also dive into career transitions, personal growth, and lessons from 2020 on finding clarity and building strong relati…

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A Deep Dive into Micro-Cap Investing | Ian Cassel 59:13

3M ago59:13

59:13

In this episode of Excess Returns, we sit down with Ian Cassel, founder of MicroCap Club and Intelligent Fanatics Capital Management. We explore the fascinating world of microcap investing, where Ian shares his expertise in finding and investing in ultra-small public companies.We dive deep into Ian's investment philosophy, discussing how he identif…

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Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation 48:29

3M ago48:29

48:29

In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management. We explore several clips from our interviews where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve.W…

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13. How Did We Get From Pageant Queen to Queen of Alts? with Shana Orczyk Sissel 1:09:03

3M ago1:09:03

1:09:03

Join us as Shana Orczyk Sissel, founder of Banríon Capital, shares her journey into finance without a traditional finance degree. From her experiences in sports, theater and pageants to overcoming ADD and navigating challenges in a demanding industry, Shana’s story highlights resilience and creativity. She talks about building her business and bala…

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The Practical Implications of the Rise of Passive Investing | Mike Green 51:15

3M ago51:15

51:15

In this episode, we are joined by Simplify Asset Management's Mike Green. We build on our previous episodes with Mike where we discussed his research on the impact of passive investing on the market and focus on its practical implications and how it impacts how investors construct their portfolios. We discuss the types of equity strategies that wou…

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Practical Lessons from Rob Arnott 58:12

3M ago58:12

58:12

In this episode of Two Quants and a Financial Planner, we dive deep into the insights we've gained from our conversations with investing legend Rob Arnott. We explore Rob's unique perspectives on identifying market bubbles, the challenges facing value investors in today's market, and how the rise of passive investing is reshaping market dynamics.We…

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An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe 1:07:44

3M ago1:07:44

1:07:44

In this episode of Excess Returns, we sit down with Larry Swedroe to tackle some of the most pressing issues in investing today.We dive deep into topics that are on many investors' minds, including:Is value investing still effective in today's market?How is the rise of passive investing impacting market efficiency?Should we be concerned about marke…

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12. How Did We Get From Astrophysics to Editor-in-Chief? with Lara Crigger 52:27

3M ago52:27

52:27

In this episode, Lara Crigger talks about her journey from studying astrophysics to becoming a writer and working in commodities and ETFs. She shares how she followed her passion for storytelling, turned down scholarships, and balanced a busy career with motherhood. Lara also talks about overcoming challenges like burnout and grief, rescuing her do…

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Practical Lessons from Jerry Parker 56:05

3M ago56:05

56:05

In this episode, we dive deep into the world of trend following with legendary trader Jerry Parker. We explore key insights from our previous interviews with Jerry on Excess Returns, discussing his experiences as one of the original Turtle Traders and how his approach has evolved over time.We cover several important topics, including:- The challeng…

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15 Ways to Lose Money in Markets | Ben Carlson 46:14

3M ago46:14

46:14

In this episode of Excess Returns, we sit down with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth and author of the popular investing blog "A Wealth of Common Sense." We discussed his insightful article "15 Ways to Lose Money in the Markets," which outlines major mistakes investors make and how to avoid them.We explore …

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11. How Did We Get From Internet Newbie to Nitrogen? with Aaron Klein 1:16:43

3M ago1:16:43

1:16:43

Aaron Klein’s childhood struggles with money and near foreclosure shaped his approach to risk and opportunity in his career. Despite early failures, he founded Riskalyze (now Nitrogen), a company that revolutionized financial advising by creating a way to measure risk with a "risk number." Through his story, Aaron touches on resilience, timing, and…

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Practical Lessons from Guy Spier 58:23

4M ago58:23

58:23

In this episode of Two Quants and a Financial Planner, we dig into the biggest lessons we learned from investing legend Guy Spier. Drawing from our extensive interview with Guy, we explore key insights that can benefit investors at all levels.We discuss:- The importance of learning from mistakes early in your career- Aligning your inner and outer s…

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Investing in a Flows Driven World | Cem Karsan 1:09:50

4M ago1:09:50

1:09:50

In this episode of Excess Returns, we welcome back Cem Karsan of Kai Volatility Advisors for an in-depth discussion on the current state of markets and the global economy. We explore:- How geopolitical events in the Middle East and Ukraine are impacting markets and risk- Cem's views on inflation, recent Fed actions, and market flows- The impact of …

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10. How Did We Get From Dishwasher to CFA®? with Derek Hagen 1:00:04

4M ago1:00:04

1:00:04

In this episode, we share the inspiring story of Derek Hagen, who overcame poverty and started working at a young age to eventually become a successful financial advisor. Derek’s journey shows how hard work, education, and perseverance can change your life. He talks about finding his passion for finance, navigating career choices after college, and…

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Practical Lessons from Chris Davis 1:01:08

4M ago1:01:08

1:01:08

In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Chris Davis, exploring eight valuable lessons from our interview with this renowned investor. We break down Chris's insights on behavioral finance, the power of inversion in decision-making, the challenges of holding winning positions, and the pitfalls …

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9. How Did We Get From Farm School to Financial Planner? with Cullen Roche 1:20:39

4M ago1:20:39

1:20:39

In this episode of “How Did We Get Here?”, Cullen Roche shares his journey from a unique childhood to becoming a leader in finance. Raised on a farm in Washington, DC, Cullen’s large family helped shape his independent yet team-oriented mindset. Cullen discusses how his wife’s influence guided him from stock picking to financial planning, and how m…

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