Podcast Episodes
Back to SearchEpisode 259: FI With Friends, Bid/Ask Spreads, Margin vs. Leveraged ETFs and GDMN
Season 3 Episode 259
In this episode we answer emails from Eric (x2), Ron and Jeffrey. We discuss the EconoMe Conference, my friendship with Diania Merriam, bid/ask spre…
3 years ago
Episode 258: Stable Value Funds, Elder-Age Considerations, Learning About Leverage, And Our Portfolio Reviews As Of April 28, 2023
Season 3 Episode 258
In this episode we answer emails from Bob (one of the famous Bobs), Mitchell and Davis. We discuss stable value funds vs. intermediate treasury bond…
3 years ago
Episode 257: This One Goes To Eleven And Then To Xibalba -- Be Forewarned!
Season 3 Episode 257
In this short but jammed-packed episode, we goof off with some of our regulars and answer emails from Brian, Alexi (a/k/a the "Dude"), MyContactInfo …
3 years ago
Episode 256: Exploring The Transcendentalists, Basic Portfolio Comparisons, Bill Bernstein's Bond Ladder And Portfolio Reviews As Of April 21, 2023
Season 3 Episode 256
In this episode we answer emails from Lauren, Paul and MyContactInfo. We discuss Emerson and Thoreau and how we apply their teachings, comparing ris…
3 years ago
Episode 255: Some 401k/IRA Basics, Reading Articles With Critical Thinking, And More On Leveraged Funds
Season 3 Episode 255
In this episode we answer emails from Javier, Adam, and Jeff. We discuss what to do with limited 401k options and the Macro Allocation Principle, re…
3 years ago
Episode 254: A Volatility ETF, Treasury Bonds and Brazil! And Portfolio Reviews As Of April 14, 2023
Season 3 Episode 254
In this episode we answer emails from Javier, Heath and Joao. We discuss Simplify's short VIX ETF, "SVOL", and the difficulties of investing in vola…
3 years ago
Episode 253: A Taxonomy of Withdrawal Strategies And Analyses Of Their Components
Season 3 Episode 253
In this episode we answer emails from MyContactInfo and Chris. We follow up on Episode 251 with a taxonomy of five withdrawal strategies described i…
3 years, 1 month ago
Episode 252: Factor Funds, Portfolio Construction Principles, Rebalancing Research And Portfolio Reviews As Of April 7, 2023
Season 3 Episode 252
In this episode we answer emails from Andreas and Brad. We discuss algorithmic factor funds like AVUV vs. basic index factor funds, basic principle…
3 years, 1 month ago
Episode 251: Separating Withdrawal Strategy Dogs & Tails, Yet More Leveraged Fund Fun And Poking At Some Portfolio Pessimists
Season 3 Episode 251
In this episode we answer emails from Pete, MyContactInfo and Jenzo. We discuss leveraged funds, a paper about holding them longer term and optimal…
3 years, 1 month ago
Episode 250: Gold Standards, Leveraged Funds, Short Sellers, Plutonian Nyborg And Portfolio Reviews As Of March 31, 2023
Season 3 Episode 250
In this episode we answer emails from Carmello, Trevor, Timothy and Andreas. We discuss some of the history of the gold standard and inflation, leve…
3 years, 1 month ago