Podcast Episodes
Back to SearchEpisode 489: Cowbell Direct Indexing, More Fun With Leverage, An Early Retirement Extra Spending Model And Portfolio Reviews As Of February 27, 2026
Season 6 Episode 489
In this episode we answer emails from Jeffrey, Bryan, and Erik. We discuss the trade-offs of direct indexing in small cap value, why modest leverage…
2 months, 1 week ago
Episode 488: All Hail Queen Mary And Fairfax CASA, Gold vs Managed Futures, And A Short-Term Drawdown Portfolio
Season 6 Episode 488
In this episode we respond to emails from Nick, Ginna, Ashley, Chris and Sara. In our Queen Mary segment where we are raising money for Fairfax CASA…
2 months, 2 weeks ago
Episode 487: It's Mary Time, Intermediate Accumulation, 529s To Roths, And Leeroy Jenkins Gambling Problems
Season 6 Episode 487
In this episode we answer emails from Tim, Anderson, and Pete. We discuss using a Golden Butterfly portfolio for intermediate accumulation, convertin…
3 months ago
Episode 486: Matching Your Portfolio With Your Spending Goals, The RPR Site, ETPs, Coast FI Sabbaticals, And Portfolio Reviews As Of February 6, 2026
Season 6 Episode 486
In this episode we answer email Serge, Nielsen, Paul and Loren. We dig into the core question that drives every portfolio -- when will this money be…
3 months ago
Episode 485: Discerning Managed Futures From Momentum, Monte Carlo Simulation Mania, And Variable Withdrawal Mechanisms
Season 6 Episode 485
In this episode we answer questions from Ben, Todd, and Tom. We discuss how managed futures differ from momentum, differentiating Monte Carlo simulat…
3 months, 1 week ago
Episode 484: Portfolio Considerations Pre-Retirement, Accounting For Taxes, Data, Catherine O'Hara And Portfolio Reviews As Of January 30, 2026
Season 6 Episode 484
In this episode we answer emails from Sebastian, Mark, and James. We discuss the purpose of treasury bond allocations, annuity cash flows, and where…
3 months, 1 week ago
Episode 483: Parsing Amateur Gold And Cash Ideas, Expert Links, Managed Futures, Testfolio Hints, And Other Hijinks
Season 6 Episode 483
In this episode we answer emails from Gregory, Rick and Graham. We discuss some more amateur ideas on gold and cash buffers, and modeling managed fu…
3 months, 2 weeks ago
Episode 482: Reviewing "The Score", Tweaking A Portfolio, And Portfolio Reviews As Of January 23, 2026
Season 6 Episode 482
In this episode we answer emails from Isaiah and Mike. We unpack how metrics hijack meaning and show how a diversified, risk-parity approach lets yo…
3 months, 2 weeks ago
Episode 481: Dr. Bill's Excellent Adventure Into Risk Parity Retirement
Season 6 Episode 481
In this episode we read a lengthy email missive from our good friend Dr. Bill on reaching financial independence a few years early, designing a risk …
3 months, 3 weeks ago
Episode 480: Tail Risk Strategies, Better Approaches Using Diversification And Who To Learn That From, Fund Taxonomy, And Portfolio Reviews As Of January 16, 2026
Season 6 Episode 480
In this episode we answer emails from Gregory and Isaiah. We discuss whether tail-hedged ETFs belong in a retirement portfolio, then map out a clean…
3 months, 3 weeks ago