Podcast Episodes
Back to SearchEpisode 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…
3 years ago
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…
3 years, 1 month ago
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…
3 years, 1 month ago
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…
3 years, 1 month ago
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…
3 years, 1 month ago
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…
3 years, 1 month ago
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…
3 years, 1 month ago
Episode 238: CAPE Crusading, NEWMAN! And Portfolio Reviews As Of January 27, 2023
Season 3 Episode 238
In this episode we answer emails from Justin and Arun. We discuss the last decade of history of the failed use of CAPE ratios as a crystal ball and…
3 years, 1 month ago
Episode 237: Dropping A Bomb On You With A Ten-Question Analysis Of Inflation-Hedger RRH
Season 3 Episode 237
In this episode we take the Dude's suggestion and do a detailed analysis of the Advocate Rising Rate Hedge ETF, ticker symbol RRH.
To conduct our anal…
3 years, 2 months ago
Episode 236: All About Assets In Inflationary Environments (And Other Tales) And Portfolio Reviews As Of January 20, 2023
Season 3 Episode 236
In this episode we answer emails from Alexi (Dude!) and Spencer. We discuss a recent Bloomberg presentation about what asset classes perform best an…
3 years, 2 months ago