Podcast Episodes
Back to SearchEpisode 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-…
2 years, 1 month 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, 1 month 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, 1 month 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, 1 month ago
Episode 325: Talking Horses, Ray Dalio, Peruvian Guinea Pigs And Portfolio Reviews As Of March 8, 2024
Season 4 Episode 325
In this episode we answer emails from Ed, Jesse and Kyle. We discuss TMF and leverage in bond funds (and gambling problems), my recent ranting in Ep…
2 years, 2 months ago
Episode 324: Here's Johnny With A Withdrawal Plan, What To Do When You Have Not Saved Enough And A Little RSBT
Season 4 Episode 324
In this episode we answer questions from Mark, Broken Jack and Gus. We discuss a specific withdrawal plan and why it does not need to be too complic…
2 years, 2 months ago
Episode 323: Flogging A Dead Horse, Jerry Parker And TFPN, Portfolio Shifts, And Portfolio Reviews As Of March 1, 2024
Season 4 Episode 323
In this episode we answer emails from Richard, Andrew and Drew. We discuss the now much-maligned Cederburg paper (again) and listen to Cliff Asness …
2 years, 2 months ago
Episode 322: Aggregating Portfolios, Leverage, Festivus, Leeroy Jenkins And Portfolio Reviews As Of February 23, 2024
Season 4 Episode 322
In this episode we answer emails from Damon, Pete and Jeff. We discuss the benefits of aggregating assets and portfolios as a couple, basic tax loca…
2 years, 2 months ago
Episode 321: A Small Rant About Newman Selling Annuities At Local Steakhouses
Season 4 Episode 321
In this episode, we reflect on a recent podcast from the Value Stock Geek and embark on a nice little rant about recent mailings I have received from…
2 years, 2 months ago
Episode 320: Golden Intermediate Accumulations, Long Dollar Funds, Temporary US Residency And Portfolio Reviews As Of February 16, 2024
Season 4 Episode 320
In this episode we answer emails from Lee, Phil and Carl. We discuss using Golden Butterfly and Golden Ratio portfolios for intermediate accumulatio…
2 years, 2 months ago