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Episode 283: Personality Traits, More Managed Futures And CTA, And Bonus British Economic History

Season 4 Episode 283

In this episode we answer emails from Mark, Wesley and Tom.  We make fun of the host and talk about his personality traits and the Big Five personali…

2 years, 10 months ago

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Episode 282: A Long Letter Of Gratitude, Principles, Assorted Asset Considerations And Portfolio Reviews As Of August 11, 2023

Season 4 Episode 282

In this episode we answer emails from Kevin, Philip and Brown.  We discuss (and thank) our generous listeners, our three principles -- Simplicity,  M…

2 years, 10 months ago

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Episode 281: Fun With Simulators And Alaskan Golden Butterish Portfolios

Season 4 Episode 281

In this episode we answer emails from Jeff, Micah and Chris.  We discuss some data anomalies of Portfolio Visualizer pertaining to REITs, how to inte…

2 years, 10 months ago

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Episode 280: Kitces And Bernstein (And Bears, Oh My!) And Portfolio Reviews As Of August 4, 2023

Season 4 Episode 280

In this episode we answer an email from Judy.  We discuss a 2013 Michael Kitces article about risk parity, which aspects we have incorporated and whi…

2 years, 10 months ago

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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, 11 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, 11 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, 11 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, 11 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, 11 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, 11 months ago

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