Podcast Episodes
Back to SearchEpisode 405: Treasury Strips Funds As A Form Of Leverage, A Return Stacked Portfolio, The Golden Ratio And Portfolio Reviews As Of March 7, 2025
Season 5 Episode 405
In this episode we answer emails from Eli, Garrison and Van. We discuss usig treasury strips ETFs like GOVZ and ZROZ and how they relate to long-ter…
1 year ago
Episode 404: Tax Location Considerations, Old Gold Book, Scottish ETFs, And Diversification Musings On International vs. US
Season 5 Episode 404
In this episode we answer emails from Caleb, Visitor #4565, Paul, Michael (from Scotland) and Jamie. We discuss tax location (or asset location for …
1 year ago
Episode 403: Navigating The New Regime, What Does A Weak Dollar Mean, Inflation In Withdrawals And Portfolio Reviews As Of February 28, 2025
Season 5 Episode 403
In this episode we answer emails from Andy, Mark and Graham. We discuss what may do well under the current US administration and related concerns, w…
1 year ago
Episode 402: Getting A Little More Aggressive, A QREARX Redux, And What Does "Value" Mean Anyway
Season 5 Episode 402
In this episode we answer emails from Philip, David and Keith. We discuss an aggressive risk-parity style portfolio (without leverage), review QREAR…
1 year, 1 month ago
Episode 401: Generous Times, More Cowbell, Choosing Appropriate Retirement Role Models, Short Term Bonds, And Portfolio Reviews As Of February 7, 2025
Season 5 Episode 401
In this episode we answer emails from Richard, Robert and Jacob. We discuss Richard's generosity and excellent example as a role model, an ill-conce…
1 year, 1 month ago
Episode 400: An AI Thingamabob Takes Over To Review And Reconstruct Our First Five Foundational Episodes
Season 5 Episode 400
In this frolic and detour from our regularly scheduled programming, we create a "Reference Episode" by employing two AI podcasters to summarize the i…
1 year, 1 month ago
Episode 399: A Good Deed Shining In A Weary World, Thoughts On Hoarding, Preferred Shares, Gold And Portfolio Reviews As Of January 31, 2025
Season 5 Episode 399
In this episode, we celebrate Ground Hog Day and answer emails from Ron, Jay and Pete. We discuss the value of giving and the new McKenna Man portfo…
1 year, 1 month ago
Episode 398: Tax Location Decisions, Dealing With Limited Fund Choices And Brokerage Requirements
Season 5 Episode 398
In this episode we answer emails from George, Kyle and Andy. We discuss whether to prioritize DBMF or VGLT (for tax location purposes) in a traditio…
1 year, 1 month ago
Episode 397: Small Cap Value Funds, How To Recognize Bad Books, CAOS And Weekly Portfolio Reviews As Of January 24, 2025
Season 5 Episode 397
In this episode we answer emails from Bones, Paul and Justin. We discuss small cap value funds and their underlying indexes, an odd book from an unr…
1 year, 2 months ago
Episode 396: We're Talkin' Futures, Backtesting Considerations, And That Big Mo (Again)
Season 5 Episode 396
In this episode we answer emails from Lucas, Martijn, and Alexi (a/k/a "the Dude"). We discuss futures contracts and the efforts required to use the…
1 year, 2 months ago