Podcast Episodes
Back to SearchEpisode 335: Humorous Musings On 4/20, Asset Swaps In Retirement Accounts, A Global Portfolio Analysis And Portfolio Reviews As Of April 19, 2024
Season 4 Episode 335
In this episode we answer emails from Anderson, Brian and Drew. We entertain ourselves on 4/20 with Anderson's "Uncle Frank" Portfolio and learn so…
1 year, 11 months ago
Episode 334: Comparative Analyses At PV, Comparative Safe Withdrawal Rates, Foolish Consistencies, And Fee Spats In ETF World
Season 4 Episode 334
In this episode we answer emails from Kyle, Andrew, Sameer and James. We discuss some portfolio comparisons of levered 60/40 portfolios, interpretin…
1 year, 11 months ago
Episode 333: Putting The Hammer Down With A Rant On Target Date Funds And Portfolio Reviews As Of April 12, 2024
Season 4 Episode 333
In this episode we answer an email from Ingrid. We discuss target date funds in depth and why they are not good choices for investors. We review th…
1 year, 11 months ago
Episode 332: Assisting Elderly Parents, A Levered Accumulation Portfolio, And The "You-Know-You-Won" G Fund
Season 4 Episode 332
In this episode we answer emails from Ed, Anderson and Joe. We discuss assisting aging parents running out of money, Anderson's levered accumulatio…
1 year, 11 months ago
Episode 331: Dollar Stories, The Rule Of 55, The Nicest Guy of FI, Basic Portfolio Construction Principles, And Reviews As Of April 5, 2024
Season 4 Episode 331
In this episode we answer questions from Dale, Brad and Corey. We discuss a new paper about US dollar dominance and the common narrative fallacies a…
1 year, 11 months ago
Episode 330: Charitable Donation Methods, Speculating On Inflation And Applying Shannon's Demon To Prioritize Our Investing Principles
Season 4 Episode 330
In this episode we answer emails from Jon, Eli, and George. We discuss using the tools at Portfolio Charts, methods of charitable giving to our favo…
1 year, 11 months ago
Episode 329: Fun With Transitions, The Portfolio Charts Tools, And GOOOOLD, Along With Portfolio Reviews As Of March 29, 2024
Season 4 Episode 329
In this episode we answer emails from Jetson and Jon (x2). We discuss good times to trade, transitioning to a risk parity style portfolio with sub-…
1 year, 11 months ago
Episode 328: Rebalancing Leveraged Portfolios, Asset Location Considerations, And All Hail BLAZING SADDLES!
Season 4 Episode 328
In this episode we answer emails from Mark, Justin, and Cy, and also update our answer to last episode's email from Sean. We talk about a different…
2 years ago
Episode 327: Quick-Time Harch, AQR Funds, Bond Ladders, Global Population And Portfolio Reviews As Of March 22, 2024
Season 4 Episode 327
In this episode we answer emails from Andrew, Sean, and MyContactInfo. We discuss QDSIX and other AQR funds and their approaches, good and bad uses …
2 years ago
Episode 326: A Review of Why We Are Here, Golden Portfolios, The Non-Spenders' Plague, Revisiting Shannon's Demon, Oversimplification Is NOT The Real Goal, And Emerging Market Musings
Season 4 Episode 326
In this episode we review why we are here and then answer emails from Paulo, Paul G, and Carlos. We discuss our recent trip to the EconoMe Conferenc…
2 years ago