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Episode 248: Crazy Rising Rate Funds, Levered Constructions, Correlation Data Anomalies And Portfolio Reviews As Of March 24, 2023

Season 3 Episode 248

In this episode we answer two emails from Alexi (a/k/a the "Dude") and another from Barry.  We discuss funds that are designed to take advantage of r…

2 years, 9 months ago

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Episode 247: Back In The Saddle With Some Wide-Ranging Emails, Chihuahuas And My Wild Years

Season 3 Episode 247

In this episode we answer emails from Clint, Jeff and Penny.  We discuss brokerage firms and solvency issues, estimating expenses for long retirement…

2 years, 9 months ago

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Episode 246: Risk Parity ETFs, Leverage, Alternatives, Podcasts and Ohio!

Season 3 Episode 246

In this episode we answer emails from Kevin, Graham and Boone.  We discuss the risk parity ETFs, RPAR and UPAR, leveraged portfolios, alternative ass…

2 years, 9 months ago

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Episode 245: Gold And Bonds And Sonia, Oh My! And Portfolio Reviews As Of March 3, 2023

Season 3 Episode 245

In this episode we answer emails from Anonymous, Jeffrey and Anderson.  We discuss locations for putting gold in various accounts, rant about the phy…

2 years, 10 months ago

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Episode 244: Fun With New Managed Futures Funds, TIPS Misconceptions And Portfolio Reviews As Of February 24, 2023

Season 3 Episode 244

In this episode we answer a series of emails from Drew and one from Ms. Annie Mouse.  We discuss the fund BLNDX, managed futures and how to analyze n…

2 years, 10 months ago

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Episode 243: Dirty Harry's Managed Futures Portfolios, An Asset Replacement Experiment And Portfolio Reviews As Of February 17, 2023

Season 3 Episode 243

In this episode we answer emails from Johnny, Kevin and Daniel.  We discussed managed futures vs. commodity funds, the Mt. Lucas "Dirty Portfolios" w…

2 years, 10 months ago

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Episode 242: Lemmy Joins Some Of The Regulars For Q&A And Portfolio Reviews As Of February 10, 2023

Season 3 Episode 242

In this episode we answer emails from Alexi (a/k/a "the Dude"), the effervescent MyContactInfo, and Mike.   We discuss a Portfolio Visualizer fund se…

2 years, 11 months ago

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Episode 241: Entertaining The Masses With Asset Selection Tricks And Techniques

Season 3 Episode 241

In this episode we answer two looooong emails from Mark and Andreas.  We discuss Mark's quandaries with a 457 plan and Andreas's Risk Parity fever br…

2 years, 11 months ago

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Episode 240: Dirty Harry Kicks Over A Dignity Bucket And Portfolio Reviews As Of February 3, 2023

Season 3 Episode 240

In this episode we answer emails from Kyle, Esek and Erin.   We discuss 529 plans, what is "enough" in terms of this podcast, and THEN the meta appro…

2 years, 11 months ago

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Episode 239: A Potpourri Of Esoteric Eccentricities On Groundhog Day!

Season 3 Episode 239

In this episode we answer emails from Gareth, Mark and Alex.  We talk about the meta-differences in investing in various countries, utilities, long d…

2 years, 11 months ago

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