Two Quants and a Financial Planner – Détails, épisodes et analyse
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Two Quants and a Financial Planner
Excess Returns
Fréquence : 1 épisode/9j. Total Éps: 133
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Apple Podcasts
🇫🇷 France - investing
30/04/2026#89🇫🇷 France - investing
02/01/2026#94🇫🇷 France - investing
05/07/2025#77🇫🇷 France - investing
28/09/2024#90
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See all- https://twitter.com/practicalquant
776 partages
- https://twitter.com/jjcarbonneau
749 partages
- https://twitter.com/cultishcreative
212 partages
- https://www.linkedin.com/in/jcarbonneau
746 partages
- https://www.valideacapital.com
411 partages
- https://www.valideacapital.com/
340 partages
- https://sunpointeinvestments.com/
212 partages
Qualité et score du flux RSS
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See allScore global : 58%
Historique des publications
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Practical Lessons from Michael Mauboussin
Saison 1 · Épisode 83
lundi 23 septembre 2024 • Durée 01:01:49
In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Michael Mauboussin, one of the most respected thinkers in finance. We revisit our interview with Michael and distill 10 key lessons that are still incredibly relevant for investors today. We explore crucial concepts like: The difference between investing and speculating Understanding expectations investing Why fundamentals still matter, even in today's market The paradox of skill in investing How to properly use multiples in valuation The challenges of active management in an increasingly passive world The usefulness (and limitations) of market forecasts The importance of base rates in decision making
We hope you enjoy the discussion.
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Quality and Low Volatility: The Factors That Get No Respect
Saison 1 · Épisode 82
lundi 16 septembre 2024 • Durée 01:00:10
In this episode of Two Quants and a Financial Planner, we dive deep into the world of quality and low volatility factors in investing. We explore how these factors work, their academic foundations, and their practical applications in portfolio construction. We discuss the definitions of quality and low volatility, examining how they're measured and why they can be valuable additions to investment strategies. We also look at the behavioral aspects that make these factors effective, particularly in helping investors stick to their long-term plans. Using real-world examples, we analyze several ETFs that employ quality and low volatility strategies, demonstrating how to use tools like Validea to understand what's really going on under the hood of these funds. We examine sector exposures, factor tilts, and how these ETFs might fit into broader portfolio strategies.
We hope you enjoy the discussion.
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Eight Things We Learned from Our Interview with Mike Green | Practical Takeaways for Investors
Saison 1 · Épisode 73
lundi 15 juillet 2024 • Durée 01:07:44
In this episode, we dive into the key takeaways from our recent interview with Mike Green of Simplify. We explore several important lessons, including the need to be open-minded about new ideas in investing, the potential unintended consequences of passive investing, and the importance of looking beyond market aggregates. We discuss how these concepts apply to the average investor and what they mean in practical terms for portfolio management. We also touch on the double-edged nature of innovative investment products and caution against making hasty investment decisions based on election outcomes. Throughout the conversation, we emphasize the importance of understanding the "why" behind market movements and considering the practical implications of complex market dynamics for individual investors.
We hope you enjoy the discussion.
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Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration
Saison 1 · Épisode 72
lundi 8 juillet 2024 • Durée 01:04:04
In this episode, we take a look back at the first half of 2024 and examine some surprising trends in the economy and markets. We discuss how inflation has remained stickier than many expected, but wage growth has actually outpaced inflation for many workers. We analyze the extreme concentration of returns in the stock market, with a small number of large tech companies driving most of the gains while many stocks have declined. We also explore some unexpected developments in housing, bonds, and factor investing performance. Overall, we aim to provide context on what's really happening beneath the surface of headline numbers, challenge some common narratives, and remind listeners of the importance of long-term thinking when it comes to investing and financial planning.
We hope you enjoy the discussion.
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Lessons From Our Interview with Rick Ferri | The Benefits of Simplicity
Saison 1 · Épisode 71
lundi 1 juillet 2024 • Durée 01:04:37
In this episode, we dive into the key lessons from our recent conversation with Rick Ferri on the Excess Returns podcast. We explore Rick's approach to simple, low-cost investing and discuss how his insights apply to various investment strategies, including factor investing. We cover topics such as favoring simplicity, the enduring relevance of the 60/40 portfolio, the importance of fees, and looking to history for guidance. Throughout the discussion, we relate Rick's ideas to our own experiences in quantitative investing and financial planning, offering our perspectives on how these principles can be applied in practice. We also have some fun connecting each lesson to a KISS song. Our goal is to break down Rick's wisdom and show how it can benefit investors across different approaches and philosophies.
We hope you enjoy the discussion.
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A Practical Guide to the 4% Rule
Saison 1 · Épisode 70
lundi 24 juin 2024 • Durée 59:34
In this episode, we explore the 4% rule for retirement withdrawals, discussing its origins, applications, and limitations. We delve into the importance of considering individual circumstances, market conditions, and the ability to adjust withdrawal rates over time. We also discuss the challenges of unsustainable withdrawal rates and the balance between sustaining one's lifestyle and leaving money to heirs. Throughout the conversation, we stress the importance of financial planning that goes beyond simple calculations, taking into account real-world factors and personal goals. We conclude by highlighting the need for flexibility and ongoing adjustment in retirement planning, using both quantitative analysis and practical considerations to guide decision-making.
We hope you enjoy the discussion.
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What You Need to Know About Analyzing Backtests
Saison 1 · Épisode 69
lundi 17 juin 2024 • Durée 01:01:15
In this episode of the podcast, we dive into the world of backtesting investment strategies. We discuss the importance of approaching backtests with a healthy dose of skepticism, as it's easy to create a backtest that looks impressive but may not hold up in the real world. We explore various questions to ask when evaluating a backtest, such as whether it accounts for human emotions, has a sound economic reasoning behind it, covers a sufficiently long time period, and includes periods of struggle. We also touch on the potential pitfalls of data mining and the challenges of creating a truly "pure" bet without unintended exposures. Throughout the conversation, we emphasize the need to understand the limitations of backtesting and to use it as a tool for learning rather than a definitive guide to future performance.
We hope you enjoy the discussion.
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Timeless Investing Lessons | Breaking Down Corey Hoffstein's 15 Lessons from 15 Years Managing Money
Saison 1 · Épisode 68
lundi 10 juin 2024 • Durée 54:26
In this episode of Two Quants and a Financial Planner, we dive into Corey Hoffstein's insightful list of "15 Ideas, Frameworks and Lessons from 15 Years." We explore several key concepts, such as the transformation of risk, the necessity of pain to achieve premiums, and the philosophical limits of diversification. Through a mix of investing and real-life examples, we discuss how these ideas can be applied to both portfolio management and personal decision-making. Join us as we break down Hoffstein's thought-provoking lessons and share our own experiences in navigating the complex world of investing and financial planning.
We hope you enjoy the discussion.
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The Market is Expensive: Should You Care? | The Practical Implications of Market Valuation
Saison 1 · Épisode 67
lundi 3 juin 2024 • Durée 01:03:07
In this episode we dive into the world of market valuation. We look at the major valuation metrics used to value the market and what they are and are not useful for from an investing perspective. We also look at value spreads, cross country valuations and expected returns and delve into the practical applications of valuation data in financial planning, considering factors such as time horizons, liability-driven investing, and individual circumstances.
We hope you enjoy the discussion.
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Q&A | ETFs vs Mutual Funds, Asset Location, Sizing Focused Factor Strategies, Direct Indexing
Saison 1 · Épisode 66
lundi 27 mai 2024 • Durée 01:06:21
In this episode of Two Quants and a Financial Planner, we delve into a diverse range of listener-submitted investing and financial planning questions with speclal guest Ben Tuscai. We cover the tax efficiency of ETFs compared to mutual funds, the pros and cons of having retirement savings in different account types (Roth, Traditional IRA, taxable), strategies for investing in AI and new technologies, considerations for the current housing market, and the benefits and drawbacks of direct indexing versus ETFs.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
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