Podcast Episodes
Back to SearchEpisode 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, 9 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, 9 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, 9 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, 10 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, 10 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, 10 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, 10 months ago
Episode 258: Stable Value Funds, Elder-Age Considerations, Learning About Leverage, And Our Portfolio Reviews As Of April 28, 2023
Season 3 Episode 258
In this episode we answer emails from Bob (one of the famous Bobs), Mitchell and Davis. We discuss stable value funds vs. intermediate treasury bond…
2 years, 10 months ago
Episode 257: This One Goes To Eleven And Then To Xibalba -- Be Forewarned!
Season 3 Episode 257
In this short but jammed-packed episode, we goof off with some of our regulars and answer emails from Brian, Alexi (a/k/a the "Dude"), MyContactInfo …
2 years, 11 months ago
Episode 256: Exploring The Transcendentalists, Basic Portfolio Comparisons, Bill Bernstein's Bond Ladder And Portfolio Reviews As Of April 21, 2023
Season 3 Episode 256
In this episode we answer emails from Lauren, Paul and MyContactInfo. We discuss Emerson and Thoreau and how we apply their teachings, comparing ris…
2 years, 11 months ago