Podcast Episodes
Back to SearchEpisode 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, 11 months ago
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, 11 months ago
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, 11 months ago
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, 11 months ago
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, 11 months ago
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…
2 years ago
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 …
2 years ago
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 …
2 years ago
Episode 345: Concerns About Indexing, Larry Swedroe's Portfolio, ROAD HOUSE, And Portfolio Reviews As Of June 7, 2024
Season 4 Episode 345
In this episode we answer emails from David, Eric from Cincy, and Pete. We discuss Mike Green's recent commentary about index fund trends and wheth…
2 years ago
Episode 344: More Lawyer Stuff And Some Ins And Outs Of ETFs, Extended Duration Treasuries And Gold Funds
Season 4 Episode 344
In this episode we answer emails from Dr. Anonymous, Lance, John and Eli. We discuss how to find a lawyer, extended term bond funds, gold ETFs and h…
2 years ago