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Episode 355: Slapping Down Sensationalism, Macro-Economic Environments And Correlation Principles, And Portfolio Reviews As Of July 28, 2024

Season 5 Episode 355

In this episode we answer questions from Nonamed, Ronald, and Jose.  We discuss how sensational financial media works and why you should ignore it, b…

1 year, 8 months ago

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Episode 354: Managed Futures, Property & Casualty Insurance, Gambling By The Brazos And Portfolio Visualizer

Season 5 Episode 354

In this episode we answer emails from Steve, Grant, and Alexi (a/k/a "the Dude").  We discuss investing in managed futures and property and casualty …

1 year, 8 months ago

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Episode 353: Our Annual Rebalancing Episode And Portfolio Reviews As Of July 19, 2024

Season 4 Episode 353

In this final episode of Season Four we discuss the concepts of rebalancing and reallocating in all their glory and go through the planned annual reb…

1 year, 8 months ago

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Episode 352: Practical Advice On Investing In Gold, The Varying Value Of Education And Getting Your Generosity Matched

Season 4 Episode 352

In this episode we answer emails from Judy, Steve and MyContactInfo.   We discuss a recent offer by The Financial Quarterback podcast to match donati…

1 year, 8 months ago

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Episode 351: The GOVT Fund, Retirement Resources, The Socratic Method And Portfolio Reviews As Of July 12, 2024

Season 4 Episode 351

In this episode we answer emails from Brian, Wendy, and Midas.  We discuss the bond fund GOVT and how it fits or doesn't fit in portfolio constructio…

1 year, 8 months ago

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Episode 350: Skew And Managed Futures, Family Trucksters And Uncle Frank Says "Do Both"

Season 4 Episode 350

In this episode we answer emails from Jeffrey, Justin and Matt.  We discuss the concept of "skew" generally and in the context of investing in manage…

1 year, 8 months ago

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Episode 349: Introducing O.P.T.R.A., a "Trogdor Portfolio"

Season 4 Episode 349

In this episode we introduce a new sample experimental portfolio, the O.P.T.R.A., which is now also featured on the Portfolios Page at the website.  …

1 year, 8 months ago

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Episode 348: Portfolios For 11-Year Olds, Basic Return Stacking, And A Fama-French Kerfuffle

Season 4 Episode 348

In this episode we answer emails from Marco Esquandolas, Adrian and Paulo.  We discuss portfolio advice for a precocious 11-year old, a simple return…

1 year, 9 months ago

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Episode 347: Levered Small Caps, Cash Management Issues, Comparing Bond Fund Durations And Portfolio Reviews As Of June 21, 2024

Season 4 Episode 347

In this episode we answer emails from Steven, Kaleb and Reynolds.  We discuss a levered small cap fund (SAA), short-term cash management and related …

1 year, 9 months ago

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Episode 346: Musings On Luck, Escaping Empower, Anchorage, And IUL Perpetual Motion Machines

Season 4 Episode 346

In this episode we answer emails from Mark, Casey, and Kyle.   We discuss transitioning from a drecky complicated Personal Capital/Empower portfolio …

1 year, 9 months ago

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