In this episode of Two Quants and a Financial Planner, we explore the biggest lessons we've learned throughout our careers in investing and financial planning. We discuss the importance of diversification, the challenges of balancing long-term strategies with changing market conditions, and the critical role of understanding an investor's true risk tolerance. We also discuss the principal-agent conflict, the potential pitfalls of relying solely on quantitative measures, and the necessity of adapting to an ever-evolving financial landscape.

00:00 - Introduction
01:30 - Lesson 1: Ladders, platforms, and aggregators
05:45 - Lesson 2: You can't unlearn what you know
09:15 - Lesson 3: The essential role of diversification
14:30 - Lesson 4: Underperformance can be worse than market losses
19:00 - Lesson 5: When smarter people disagree, you don't have to have an opinion
24:30 - Lesson 6: Understanding incentives
30:15 - Lesson 7: Investing in growth
35:00 - Lesson 8: Balancing the long-term with changing facts
40:15 - Lesson 9: Expecting the end
45:30 - Lesson 10: Taking risk down a notch
51:00 - Wrap-up and conclusion

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