Podcast Episodes
Back to SearchEpisode 255: Some 401k/IRA Basics, Reading Articles With Critical Thinking, And More On Leveraged Funds
Season 3 Episode 255
In this episode we answer emails from Javier, Adam, and Jeff. We discuss what to do with limited 401k options and the Macro Allocation Principle, re…
2 years, 11 months ago
Episode 254: A Volatility ETF, Treasury Bonds and Brazil! And Portfolio Reviews As Of April 14, 2023
Season 3 Episode 254
In this episode we answer emails from Javier, Heath and Joao. We discuss Simplify's short VIX ETF, "SVOL", and the difficulties of investing in vola…
2 years, 11 months ago
Episode 253: A Taxonomy of Withdrawal Strategies And Analyses Of Their Components
Season 3 Episode 253
In this episode we answer emails from MyContactInfo and Chris. We follow up on Episode 251 with a taxonomy of five withdrawal strategies described i…
2 years, 11 months ago
Episode 252: Factor Funds, Portfolio Construction Principles, Rebalancing Research And Portfolio Reviews As Of April 7, 2023
Season 3 Episode 252
In this episode we answer emails from Andreas and Brad. We discuss algorithmic factor funds like AVUV vs. basic index factor funds, basic principle…
2 years, 11 months ago
Episode 251: Separating Withdrawal Strategy Dogs & Tails, Yet More Leveraged Fund Fun And Poking At Some Portfolio Pessimists
Season 3 Episode 251
In this episode we answer emails from Pete, MyContactInfo and Jenzo. We discuss leveraged funds, a paper about holding them longer term and optimal…
2 years, 11 months ago
Episode 250: Gold Standards, Leveraged Funds, Short Sellers, Plutonian Nyborg And Portfolio Reviews As Of March 31, 2023
Season 3 Episode 250
In this episode we answer emails from Carmello, Trevor, Timothy and Andreas. We discuss some of the history of the gold standard and inflation, leve…
2 years, 11 months ago
Episode 249: Municipal Bonds, Preferred Shares, Planning Calculators and Newman!
Season 3 Episode 249
In this episode we answer emails from Wesley, Mark and a different Mark. And an errant comment from his Dude-ness, Alexi. We discuss how municipal …
2 years, 11 months ago
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…
3 years ago
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…
3 years ago
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…
3 years ago