Podcast Episodes
Back to SearchEpisode 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, 3 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, 4 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, 4 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, 4 months ago
Episode 319: Transitioning A Simple FIRE Portfolio, The Pickelhaube Portfolio And More Fun With Leverage
Season 4 Episode 319
In this episode we answer emails from Robert, MyContactInfo, and Stuart. We discuss growing and transitioning a FIRE portfolio, the drawbacks of too…
2 years, 4 months ago
Episode 318: Leverage, Revealed Preferences In Portfolio Construction, Andean Flutes And Portfolio Reviews As Of February 9, 2024
Season 4 Episode 318
In this episode we answer emails from Anderson, Dennis and Brian. We discuss a proposed levered portfolio and leverage in general, revealed preferen…
2 years, 4 months ago
Episode 317: Motorin' With Leveraged Fund Analyses And Tax Reporting Of Gold ETFs
Season 4 Episode 317
In this episode we answer emails from Blake, Brown and Christian. We discuss new research into the long-term performance of leveraged funds, other g…
2 years, 4 months ago
Episode 316: Musings On Inflation, Gambling Problems And Private Real Estate Funds And Portfolio Reviews As Of February 2, 2024
Season 4 Episode 316
In this episode we answer emails from Matthew, Matthew and Matthew. Our development has apparently been arrested. We discuss basic principles and …
2 years, 4 months ago
Episode 315: Cognitive Biases Surrounding Long-Term Care And Rational Approaches, Assorted Portfolio Alternatives and GOOOLD!
Season 4 Episode 315
In this episode we answer emails from Paulo, Phil, and Visitor 5858. We discuss cognitive biases in the context of long-term care and unexpected med…
2 years, 5 months ago
Episode 314: Various Forays In Portfolio Visualizer, Rebalancing Timing Issues And The Holiday Road
Season 4 Episode 314
In this episode we answer emails from Paul, Greg and Stuart. We discuss various portfolio visualizer analyses, correlations, Sharpe and Sortino rati…
2 years, 5 months ago