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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, 9 months ago

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Episode 278: Closing Out Year Three With Our Annual Rebalancings

Season 3 Episode 278

In this episode we close out Season Three with a discussion of the annual rebalancings we performed last week on four of the Sample Portfolios -- the…

2 years, 9 months ago

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Episode 277: Musings With French Physicists About Advanced Modelling And Comparing Small Cap Funds

Season 3 Episode 277

In this episode we answer emails from MyContactInfo and Stanley.  We discuss a podcast interview of Professor Jean-Phillipe Bouchaud about methods of…

2 years, 9 months ago

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Episode 276: What "They" Don't Want You To Know About The FIRE Movement, A Case Study And Portfolio Reviews As Of July 14, 2023

Season 3 Episode 276

In this episode we answer an email from Marcy.  We discuss the modern and extended histories of the FIRE movement,  FIRE movements and FIRE literatur…

2 years, 9 months ago

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Episode 275: A Bigger Boat For Long Term Care And Portfolio Construction Musings

Season 3 Episode 275

In this episode we answer questions from Esek and Jeffrey.  We discuss the difficulties of assessing long term care needs and potential approaches an…

2 years, 10 months ago

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Episode 274: The Pitfalls of Retirement Calculators and Being Unrealistically Conservative, AI Musings And Portfolio Reviews As Of July 7. 2023

Season 3 Episode 274

In this episode we answer questions from Shplendid Spencer, Russel and MyContactInfo.  We discuss the pros and cons of online calculators and how the…

2 years, 10 months ago

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Episode 273: Celebrating A Milestone With Some Old Friends. Revisiting The Holy Grail Principle And Using Berkshire Hathaway

Season 3 Episode 273

In this episode we answer emails from Alexi (a/k/a "the Dude"), MyContactInfo and Brown.  We discuss passing 500,000 downloads, hi and jinks, the rel…

2 years, 10 months ago

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Episode 272: More On DBMF, A Frolic And Detour Into Rowing, Asset Location Basics And Portfolio Reviews As Of June 30, 2023

Season 3 Episode 272

In this episode we answer emails from Thurston Howell VI, MyContactInfo and Keith.  We discuss DBMF and managed futures funds generally, my family's …

2 years, 10 months ago

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Episode 271: Fun With Funds From ITOT To TSP-F To VCSAX

Season 3 Episode 271

In this episode we answer questions from Pedro, Graham and Nathan.  We discuss creating a Golden Ratio portfolio out of ITOT and other things, what t…

2 years, 10 months ago

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Episode 270: Ergodicity In Investing And Life, A Listener's Golden Ratio Portfolio, Dividend Truths And Portfolio Reviews As Of June 23, 2023

Season 3 Episode 270

In this episode we answer questions from MyContactInfo, Anonymous and Arun.  We discuss a podcast and article about the concept of Ergodicity and how…

2 years, 10 months ago

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