Podcast Episodes
Back to SearchEpisode 268: Jennie We Got Your Number, Alternatives And Portfolio Reviews As Of June 16, 2023
Season 3 Episode 268
In this episode we answer emails from Jennie, Chris and Visitor 5622. We discuss Jennie's retirement situation, BTAL and long dollar funds, and VTI …
2 years, 6 months ago
Episode 267: A Free Steak Dinner Mini-Rant, Managed Futures Funds, Emerson And What To Do When You Are Early FI
Season 3 Episode 267
In this episode we begin with a mini-rant about the THREE free steak dinner invitations we received recently. Then we answer emails from Drew, Laure…
2 years, 6 months ago
Episode 266: Dude Musings, Fun With Fallacies, Variable Preferred Shares And Portfolio Reviews As Of June 9, 2023
Season 3 Episode 266
In this episode we answer emails from Alexi (a/k/a/ "the Dude"), Pete and Dean. We discuss box spreads, trying to market-time t-bills and interest r…
2 years, 7 months ago
Episode 265: Short-Term Asset Considerations, Expense-Tracking Methodologies And Managed Futures Funds Debates
Season 3 Episode 265
In this episode we answer emails from George, Danny, and Jamie. We discuss short-term asset allocations and considerations thereabouts, expense-trac…
2 years, 7 months ago
Episode 264: Assorted Monte Carlo Simulations, Leveraged Portfolios, Valuation-Related Crystal Balls And Portfolio Reviews As Of June 2, 2023
Season 3 Episode 264
In this episode we answer emails from Thirsty Horse, Alexi (a/k/a "the Dude") and Mark. We discuss our charity, assorted Monte Carlo simulations on …
2 years, 7 months ago
Episode 263: A Common Modeling Mistake, Low Beta Funds, And Fun With Finland
Season 3 Episode 263
In this episode we answer emails from R.J., Mark and Jaako. We discuss how amateur investors doing projections often double-count inflation accident…
2 years, 7 months ago
Episode 262: Lessons From Last Year, Sleeping Better With Conservative Portfolios And Gambling Problems
Season 3 Episode 262
In this episode we answer emails from Bruce, Raymond and Alexi (a/k/a "Dude"). We discuss what we learned from last year about the performance of va…
2 years, 7 months ago
Episode 261: Capital Gains Taxes, Reducing Personal Inflation With Housing, And The Inherent Mental Accounting Of Bucket Strategies
Season 3 Episode 261
In this episode we answer emails from MyContactInfo, Mark, Kasey and Eric. We discuss a Kitces article about managing capital gains tax brackets, so…
2 years, 7 months ago
Episode 260: UPAR, De-dollarization Hysteria, And Using Risk Parity Portfolios For Intermediate Term Goals
Season 3 Episode 260
In this episode we answer emails from Drew, Carlos and Eric. We discuss the UPAR and RPAR risk parity ETFs and their construction, rant a bit about …
2 years, 8 months ago
Episode 259: FI With Friends, Bid/Ask Spreads, Margin vs. Leveraged ETFs and GDMN
Season 3 Episode 259
In this episode we answer emails from Eric (x2), Ron and Jeffrey. We discuss the EconoMe Conference, my friendship with Diania Merriam, bid/ask spre…
2 years, 8 months ago