Podcast Episodes
Back to SearchEpisode 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, 4 months 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, 4 months 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, 4 months 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, 4 months 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, 5 months 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, 5 months 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, 5 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, 5 months ago
Episode 235: Our Listeners Have All Kinds of Gambling Problems
Season 3 Episode 235
In this episode we answer emails from Arun, Blake and MyContactInfo. We discuss helping a spouse getting started with investing, what to do with an …
3 years, 5 months ago
Episode 234: Rollin' With Momentum, Mid-Caps, BDCs And Portfolio Reviews As Of January 13, 2022
Season 3 Episode 234
In this episode we answer emails from Alexi (Dude!), Yangon and Brett. We discuss the momentum factor (again), mid-cap funds and other fund characte…
3 years, 5 months ago