Episode Details
Back to EpisodesEpisode 223: A Celebrity Deathmatch About CAPE Ratios And Related Topics
Description
In this episode we answer an email from Daniel, who asks a follow-up question to episode 209 about CAPE ratios and Big ERN's blog. We then recount a Zoom chat and email exchanges between the host and Karsten Jeske about that topic and related ones and an analysis of a sample risk-parity style portfolio using the Early Retirement Now SWR Toolbox. It's similar to "Celebrity Deathmatch" in entertainment value.
We also talk briefly about Risk Parity Chronicles, The upcoming EconoMe Conference with Diania Merriam and the upcoming event at the Father McKenna Center.
Links ("the best links, the best"):
Father McKenna Center Lessons and Carols Event Link: Lessons and Carols - Father McKenna Center
Risk Parity Chronicles: Risk Parity Chronicles
EconoMe Conference: EconoMe Conference - March 17th-19th, 2023
Early Retirement Now SWR Toolbox: An Updated Google Sheet DIY Withdrawal Rate Toolbox (SWR Series Part 28) – Early Retirement Now
Safe Withdrawal Series Part 34: Using Gold as a Hedge against Sequence Risk – SWR Series Part 34 – Early Retirement Now
Kitces CAPE Ratio Article 2014: Shiller PE: Bad Market Timing, Good Retirement Planning (kitces.com)
Kitces CAPE Ratio Article 2016: Reducing Retirement Return Assumptions For High Valuation? (kitces.com)
Kitces Critique of November 2021 Morningstar Forecasts Report: Can Morningstar's Withdrawal Rate Report Refute The 4% Rule? (kitces.com)
Morningstar 2011 Article About Predicting the Next Decade (classic misuse of P/E ratios): Your Forecasts for Stock and Bond Returns | Morningstar
Early Retirement Now Small-Cap and Value Blogpost: My thoughts on Small-Cap and Value Stocks – Early Retirement Now
Early Retirement Now Options Strategy Blogpost: Passive income through option writing: Part 8 – A 2021 Update – Early Retirement Now
The Market Huddle Podcast re Bloomberg Analysis: To Survive Disasters, You Need Smiles (guest: Steve Hou) - Market Huddle Ep.201 - YouTube
Bloomberg Presentation: MH201-SteveHou-Bloomberg.pdf (markethuddle.com)