Podcast Episodes
Back to SearchEpisode 174: The Meta-Considerations of Country Risk, RPR "Club", And Portfolio Reviews As Of May 13, 2022
Season 2 Episode 174
In this episode we answer emails from Soo-New, Monika, Jeff and Jack. We discuss building out a risk parity portfolio in multiple accounts, the peri…
4 years, 1 month ago
Episode 173: REITs, Struggling Bond Funds, More Cowbell And Portfolio Reviews As Of May 6, 2022
Season 2 Episode 173
In this episode we answer emails from Jamie, Jean-Luc and Geordi. We discuss a paper about REITs as a separate asset class, what to do about struggl…
4 years, 1 month ago
Episode 172: The Joys Of Factor Investing, Valuation Notions And More Leveraged ETFs
Season 2 Episode 172
In this episode we answer emails from Andy, MyContactInfo and James The Flatterer. We discuss factor investing in detail, why it is better than prio…
4 years, 1 month ago
Episode 171: Email Assortment And Our Weekly Portfolio Reviews In A Time Of Cholera
Season 2 Episode 171
In this episode we answer emails from Chas, Javen and Pankaj. We discuss using Berkshire Hathaway in a risk parity-style portfolio, Direxion mutual …
4 years, 2 months ago
Episode 170: Lazy Hosts, All About Commodities Funds And Other Musings
Season 2 Episode 170
In this episode we celebrate George's generosity and answer emails from Jeff, Kyle, Richard, Jamie and MyContactInfo. We discuss ulcer indexes and w…
4 years, 2 months ago
Episode 169: Financial Services Industry Musings, Taxes, Budgeting And Our Portfolio Reviews As Of April 22, 2022
Season 2 Episode 169
In this episode we answer emails from MyContactInfo (x2), Chris and Karen. We discuss annuities and conflicts in the financial services industry and…
4 years, 2 months ago
Episode 168: Celebrating With Risk Parity Chronicles, More Cowbell, Dividend Handling, Two-Fund Portfolios And THE DUDE
Season 2 Episode 168
In this episode we answer questions from Doron, George, Eddie J. and Alexi (a/k/a "Duder"). We discuss the Macro-Allocation Principle and when to di…
4 years, 2 months ago
Episode 167: Portfolio Analysis, New Composite Funds And Pappy O'Daniel's Conflicted Flour Hour
Season 2 Episode 167
In this episode we answer emails from Paul, MyContactInfo, Alex and Marvin. We discuss Paul's sample portfolio construction, inherent conflicts of i…
4 years, 2 months ago
Episode 166: Tax Loss Harvesting Funds, Withdrawal Mechanics, Tools And Portfolio Reviews As Of April 8, 2022
Season 2 Episode 166
In this episode we answer emails from Mitchell, Alexi (Dude!), Brian and Daniel. We discuss how to identify similar funds for tax loss harvesting, c…
4 years, 2 months ago
Episode 165: Treasury Bonds And Tax Loss Harvesting, Infinite Banking At Interactive Brokers And Staying On Message
Season 2 Episode 165
In this episode we answer emails from Mike, John, Jeff, Wang, and Ray. We discuss recent performance of long-term treasury bonds and tax loss harves…
4 years, 2 months ago