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Episode 208: Advice For New Investors -- We're Off To See The Wizard!

Season 3 Episode 208

In this episode we discuss an email from and conversation with Paul Merriman.  We follow up on his suggestion/request that we create an episode for b…

3 years, 3 months ago

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Episode 207: Freak Out With Math, Intermediate Term Portfolios, Annuities And Portfolio Reviews As Of September 23, 2022

Season 3 Episode 207

In this episode we answer emails from Arun, Jeffrey and Chris.  We discuss using simple back-of-the-envelope estimation methods to solve for complex …

3 years, 3 months ago

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Episode 206: Mauboussin, Cowbell and Bogle, Oh My!

Season 3 Episode 206

In this episode we answer questions from MyContactInfo, Wesley and Adam.  In a tour de force presentation, we discuss Michael Mauboussin's book, "The…

3 years, 3 months ago

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Program Note (September 14)

Aaaand we're gone!  Poof!

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3 years, 3 months ago

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Episode 205: Bonds On The Run, More Cowbell And Portfolio Reviews As Of September 9, 2022

Season 3 Episode 205

In this episode we answer emails from Connor, Paul and Paul Z.  We discuss a new single bond ETF, Paul's risk parity style portfolio and AVUV vs. VIO…

3 years, 4 months ago

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Episode 204: What Should I Do If I Am Dying And Want To Try Short-Term Trading?

Season 3 Episode 204

In this episode I answer a question from Charles, who has a terminal illness.  We go off topic and discuss books about dying, examples of people who …

3 years, 4 months ago

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Episode 203: Stop Using Blackberries, REITs, Data Sources And Portfolio Reviews As Of September 2, 2022

Season 3 Episode 203

In this episode we answer emails from Gen, Greg and Nathan.  We discuss how to find funds using a fund screener and why you should not be using the i…

3 years, 4 months ago

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Episode 202: Buy, Borrow, Die And Why You Should Listen To Me (i.e., Nonsensical Ravings)

Season 3 Episode 202

In this episode we answer questions from Andy and Todd.  We discuss the Buy, Borrow, Die Strategy and everything you wanted to know about the Host (o…

3 years, 4 months ago

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Episode 201: The Limits On Risk/Reward Ratios, What To Tell Your Kids And Avoiding Trading Pitfalls

Season 3 Episode 201

In this episode we answer emails from Micah, Steve and Keith.  We discuss the limit on the usefulness of Sharpe and Sortino ratios, helping out Steve…

3 years, 4 months ago

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Episode 200: Putting The Opus In Your Magnum With A Milestone And Portfolio Reviews As Of August 19, 2022

Season 3 Episode 200

In this episode we answer emails from Justus (x2), Anderson and Blake.  We discuss life transitions, what I've learned over an evolving DIY investing…

3 years, 4 months ago

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