Podcast Episodes
Back to SearchEpisode 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
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
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
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
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
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
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
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
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
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