Podcast Episodes
Back to SearchEpisode 493: Our Raison D'etre, Common Investor Fallacies, UK Investing Notes, Treasury Bond Correlations, And Portfolio Reviews As Of March 13, 2026
Season 6 Episode 493
In this episode we answer emails from Lee, Leo, Tony, and Samuel. We revel in Lee's generosity and discuss why we hold gold and treasuries, why rece…
3 months, 2 weeks ago
Episode 492: An Expat Risk Parity Style Portfolio, Intermediate Accumulation For A Mortgage, And Assorted Asset Allocation Questions
Season 6 Episode 492
In this episode we answer emails from TJ, John and Optimus Bill. We discuss TJ's modified Golden Ratio portfolio and backtests, maximizing withdrawa…
3 months, 2 weeks ago
Episode 491: Celebrating Listener Generosity, Donor Advised Funds, Learning Some Accumulation Ropes, Risk Parity ETFs, And Portfolio Reviews As Of March 6, 2026
Season 6 Episode 491
In this episode we answer emails from Optimus Bill, Mark and Ryan. We discuss donor advised fund sponsor Daffy and a strips fund portfolio substitut…
3 months, 3 weeks ago
Episode 490: Queen Mary Segment With Jillian Johnsrud, Big Law Life, Alternative Assets And Four Quadrant Portfolio Construction Principles, And A Partial Retirement Withdrawal Scenario
Season 6 Episode 490
In this episode we answer emails from Connor, Zachary and Brian. We discuss fund selection, doing the Big Law dance, portfolio construction basics a…
3 months, 3 weeks ago
Episode 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…
4 months 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…
4 months, 1 week 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…
4 months, 2 weeks 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…
4 months, 3 weeks 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…
4 months, 3 weeks 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…
5 months ago