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Episode 288: Truckin' With Kevin In The Easy Chair And Portfolio Reviews As Of September 8, 2023

Season 4 Episode 288

In this episode we answer a loooooong email from Kevin.   We discuss how to use backtesting and Monte Carlo simulations and how they related to safe …

2 years, 4 months ago

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Episode 287: The Big Mo, Emerging Market GDP Follies, And Flying On A Golden Butterfly

Season 4 Episode 287

In this episode we answer emails from Chas, MyContactInfo and JDM.  We discuss momentum-based funds and strategies (see also Episodes 218, 231 and 23…

2 years, 4 months ago

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Episode 286: A 457 Plan, A Leveraged Portfolio And Lido Advisors Walked Into Our Dive Bar

Season 4 Episode 286

In this episode we answer emails from Kyle, Blake and Matt.  We discuss investing in a 457 plan with a self-directed option, Blake's gambling problem…

2 years, 4 months ago

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Episode 285: Asset Glamping With Leverage and Treasury Bonds

Season 4 Episode 285

In this episode we answer emails from Chas, Keith and Fritz.  We discuss the new Asset Camp tool offered by David Stein, basic issues of leverage (li…

2 years, 4 months ago

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Episode 284: Goring Assorted Sacred Cows And Bad Decision-Making Processes, Checking Out Value-Weighting And Portfolio Reviews As Of August 18, 2023

Season 4 Episode 284

In this episode we answer emails from Jimmy, John and MyContactInfo.  We discuss the foibles of trying to make investment decisions based on news, po…

2 years, 4 months ago

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Episode 283: Personality Traits, More Managed Futures And CTA, And Bonus British Economic History

Season 4 Episode 283

In this episode we answer emails from Mark, Wesley and Tom.  We make fun of the host and talk about his personality traits and the Big Five personali…

2 years, 4 months ago

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Episode 282: A Long Letter Of Gratitude, Principles, Assorted Asset Considerations And Portfolio Reviews As Of August 11, 2023

Season 4 Episode 282

In this episode we answer emails from Kevin, Philip and Brown.  We discuss (and thank) our generous listeners, our three principles -- Simplicity,  M…

2 years, 4 months ago

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Episode 281: Fun With Simulators And Alaskan Golden Butterish Portfolios

Season 4 Episode 281

In this episode we answer emails from Jeff, Micah and Chris.  We discuss some data anomalies of Portfolio Visualizer pertaining to REITs, how to inte…

2 years, 5 months ago

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Episode 280: Kitces And Bernstein (And Bears, Oh My!) And Portfolio Reviews As Of August 4, 2023

Season 4 Episode 280

In this episode we answer an email from Judy.  We discuss a 2013 Michael Kitces article about risk parity, which aspects we have incorporated and whi…

2 years, 5 months ago

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Episode 279: Reviewing Pete's Portfolio, Savaging Buffered Funds And Other Malfeasance

Season 4 Episode 279

In this episode we open up Season Four by answering emails from Pete, Arnold and Igor.  We discuss Pete's slightly levered Golden Ratio type portfoli…

2 years, 5 months ago

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