Podcast Episodes
Back to SearchEpisode 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…
3 years, 1 month 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…
3 years, 1 month 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…
3 years, 1 month 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, 1 month ago
Episode 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, 1 month 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, 2 months 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, 2 months 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, 2 months 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, 2 months 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, 2 months ago