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Episode 194: Dunn Capital, The "Cockroach Portfolio" And Weekly/Monthly Portfolio Reviews As Of July 29, 2022

Season 3 Episode 194

In this episode we answer emails from Visitor #1109, Keith and Brad.  We discuss Dunn Capital and Managed Futures funds, our podcast charity -- the F…

3 years, 11 months ago

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Episode 193: Musings About Private Equity, The Paradox Of Skill, Volatility-Targeting Strategy, Yield Curve Inversions And Dolly Parton

Season 3 Episode 193

In this episode we answer emails from MyContactInfo (x2), Chris, and Andrew.  We discuss "The Myth of Private Equity" by Jeff Hooke,  the paradox of …

3 years, 11 months ago

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Episode 192: Our Annual Rebalancing Episode And Portfolio Reviews As Of July 22, 2022

Season 2 Episode 192

In this annual feature we discuss how we rebalanced four of the sample portfolios you can find at Portfolios | Risk Parity Radio and have frolics and…

3 years, 11 months ago

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Episode 191: Teaching Fishing, Anomalous Data, Vanguard Frustrations And Investing For A Six-Year Old

Season 2 Episode 191

In this episode we answer emails from Anderson, Aaron, Anna and Travis.  We discuss how to use Portfolio Visualizer to compare portfolios on a partic…

3 years, 11 months ago

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Episode 190: Portfolio Construction 101, Golden Ratio, I-Bonds, And Portfolio Reviews As Of July 15, 2022

Season 2 Episode 190

In this episode we answer emails from Jody, Neil and The Nameless One.  We discuss the basic ideas of portfolio constructions and the tools for doing…

3 years, 11 months ago

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Episode 189: Existential Questions About Economy Worship, Ray Dalio and China, And Risk Parity Chronicles

Season 2 Episode 189

In this episode we answer emails from MyContactInfo, Rob and Justin.  We discuss a paper about GDP and the problems with using it to predict stock ma…

3 years, 11 months ago

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Episode 188: All Small, All Value, All The Time And Our Boring Portfolio Reviews As Of July 8, 2022

Season 2 Episode 188

In this episode we answer emails from Paul, Soo-New and Geordi.  We discuss using the AVUV fund for your small cap value allocation, the timing of wi…

3 years, 11 months ago

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Episode 187: Biased Business Models, A TSP Rollover And A Crystal Ball, Managed Futures And A Gambling Problem

Season 2 Episode 187

In this episode we answer emails from MyContactInfo, Brett and Jamie.   We discussed inherent biases, rolling over a TSP portfolio and reallocating i…

3 years, 11 months ago

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Episode 186: Fortune Favors The Brave, Rose Gardens, Treasury Bonds And Portfolio Reviews As Of July 1, 2022

Season 2 Episode 186

In this episode we answer questions from Matsui, FuriousRiskParityInvestor and Paul.  We discuss why we have chosen excessively aggressive withdrawal…

4 years ago

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Episode 185: Interactive Brokers, Private Equity, Asset Gardening, Stagflation And Grumpy Old Men

Season 2 Episode 185

In this episode we answer emails from Eric, Colin and  Chris.  We discuss the pros and cons of Interactive Brokers, the generally useless nature of p…

4 years ago

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