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Episode 269: Fun With Goldmember, Portfolio Transitions And How To Value A Pension

Season 3 Episode 269

In this episode we answer emails from Drew, Barry and Rob.  We discuss an article about investing in gold from Larry Swedroe and how to read it and t…

2 years, 10 months ago

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Episode 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, 10 months ago

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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, 11 months ago

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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, 11 months ago

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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, 11 months ago

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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, 11 months ago

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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, 11 months ago

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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, 11 months ago

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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, 11 months ago

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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 …

3 years ago

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