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Episode 228: Talladega Nights Christmas Dinner, Composite Fund Considerations, Intermediate Treasury Bonds, And Portfolio Reviews As Of December 23, 2022

Season 3 Episode 228

In this episode we answer emails from Drew, Sad Fientist and Popeye.  We discuss managed futures and the fund BLNDX, intermediate treasury bonds and …

3 years ago

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Episode 227: Traditional vs. Roth, Fundamental Risk Parity Principles and Correlations, and Talkin' About that Cowbell!

Season 3 Episode 227

In this episode we answer emails from Bradley, Chris and Andreas.  We discuss traditional versus Roth considerations in retirement accounts, REITs, s…

3 years ago

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Episode 226: Tilting At The Dude's Dragons, Market/Limit Orders, DIY Investing Since 2011 And Portfolio Reviews As Of December 16, 2022

Season 3 Episode 226

In this episode we answer emails from Alexi (a/k/a "the Dude"), Matt and Daniel.  We talk about Alexi's Dragon-style portfolio experiments (and provi…

3 years ago

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Episode 225: Rebalancing Basics, Cowbell in the U.K. And Poking At The New Deathstar

Season 3 Episode 225

In this episode we answer emails from Charlie, Jimi and Freya.   We provide explanations of the concepts of rebalancing and reallocation, talk about …

3 years ago

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Episode 224: Correlation and Monetary Musings, The Physical Metals Racket and Portfolio Reviews As Of December 9, 2022

Season 3 Episode 224

In this episode we answer emails from Brian, Alexi (the Dude!) and Geordi.  We discuss how central bank activities may affect asset correlations, app…

3 years, 1 month ago

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Episode 223: A Celebrity Deathmatch About CAPE Ratios And Related Topics

Season 3 Episode 223

In this episode we answer an email from Daniel, who asks a follow-up question to episode 209 about CAPE ratios and Big ERN's blog.  We then recount a…

3 years, 1 month ago

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Episode 222: Holy Volatility Allocations, Charitable Event Promotion And Portfolio Reviews As Of December 2, 2022

Season 3 Episode 222

In this episode we answer emails from Jamie, Chris and The Dude (Alexi).  We give do some listener appreciation and talk about The Dude's proposed vo…

3 years, 1 month ago

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Episode 221: All Roads Lead To More Cowbell -- Shplendid!

Season 3 Episode 221

In this episode we answer emails from Gregory, MyContactInfo, Ralphio and Spencer.  We discuss the overriding currency speculation aspect of investin…

3 years, 1 month ago

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Episode 220: The Follies And Foibles Of Managed Funds And Portfolio Reviews As Of November 25, 2022

Season 3 Episode 220

In this episode we answer emails from Nick, Mr. Harris and Howard.  We discuss the hoary details of the tax reporting of GLDM, following your rebalan…

3 years, 1 month ago

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Episode 219: The Ins And Outs Of Buffered Funds, Gold and Bond Ladders

Season 3 Episode 219

In this episode we answer emails from Uday, Rick,  Anderson and Jacques.  We discuss Giving Tuesday and the Father McKenna Center, new tutorials at R…

3 years, 1 month ago

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