Podcast Episodes
Back to SearchEpisode 215: Heavy Metal, ESG, Growth & Value Funds And The Infernal JEPI
Season 3 Episode 215
In this episode we return from vacation ready to rumble and answer emails from Peter, David, MyContactInfo (x2) and Mark. We appreciate our listene…
3 years, 4 months ago
Episode 214: Tilting At Dragons, Common Mistakes And Getting Back To Theoretical Risk Parity
Season 3 Episode 214
In this episode we answer emails from Harvey (a large rodent), MyContactInfo and Mark. We discuss the Dragon Portfolio and managed futures funds lik…
3 years, 5 months ago
Episode 213: The Coldness Of WARM, More Annuities, Fractional Shares And Portfolio Reviews As Of October 14, 2022
Season 3 Episode 213
In this episode we answer questions from Jeremy, Richard and Gen. We discuss the moribund WARM portfolio strategy, more issues about annuities and w…
3 years, 5 months ago
Episode 212: Revocable Trusts, Portfolio Management And Small Cap Funds
Season 3 Episode 212
In this episode we answer emails from Sue, Vern and Rene. We discuss revocable trusts, where and where not to get them and why or why not you might …
3 years, 5 months ago
Episode 211: Leverage, Real Estate, Projections And Portfolio Reviews As Of October 7, 2022
Season 3 Episode 211
In this episode we answer emails from Boone, MyContactInfo and Alex. We discuss issues with leverage, real estate invesments, spreadsheet projection…
3 years, 5 months ago
Episode 210: More SWRs, REITs, Factor Investing And Cruising To Winning the Game
Season 3 Episode 210
In this episode we follow up on Episode 209 with some recent (as in this week) Wade Pfau references that confirm what we said about overly pessimisti…
3 years, 5 months ago
Episode 209: Popular SWR Delusions And The Madness Of Gurus And Portfolio Reviews As Of September 30, 2022
Season 3 Episode 209
In this episode we answer a lengthy email from Kevin about issues with popular estimates of Safe Withdrawal Rates. We then discuss the problems with…
3 years, 5 months ago
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, 6 months ago
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, 6 months ago
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, 6 months ago