Episode Details
Back to EpisodesEpisode 316: Musings On Inflation, Gambling Problems And Private Real Estate Funds And Portfolio Reviews As Of February 2, 2024
Description
In this episode we answer emails from Matthew, Matthew and Matthew. Our development has apparently been arrested. We discuss basic principles and economic history pertaining to inflation, a levered accumulation portfolio and why private real estate platforms are largely just a "meh" kind of investment.
And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional links:
When Money Dies: When Money Dies: The Nightmare of the Weimar Hyper-inflation by Adam Fergusson | Goodreads
Lords of Finance: Lords of Finance: The Bankers Who Broke the World by Liaquat Ahamed | Goodreads
Fifty Years In Wall Street: Fifty Years in Wall Street | Wiley
Price of Time: The Price of Time by Edward Chancellor | Goodreads
This Time is Different: This Time Is Different: Eight Centuries of Financial Folly by Carmen M. Reinhart | Goodreads
Portfolio Visualizer Analysis of Matthew's Proposed Levered Portfolio: https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=16aW147QWi5jCXws2tqXpg
EconoMe Conference (discount code "riskparityradio"): EconoMe Conference - March 15th-17th, 2024
White Coat Investor Private Real Estate Affiliate Links: Real Estate Investing Company Partners | White Coat Investor