Podcast Episodes
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What Valuation Can Tell You About the Market – And What it Can’t
Season 1 Episode 92
There is no shortage of discussion in the media about the valuation of the market. And with the big market run we have had recently, valuations have …
5 years ago
A Safety First Approach to Retirement Planning and the Problems with the 4% Rule with Wade Pfau
Season 1 Episode 91
The 4% rule has become one of the cornerstones of retirement planning. And in many ways that makes sense because investors who have spent 4% of their…
5 years ago
Some Options for Managing Risk After a Big Market Run
Season 1 Episode 90
The stock market has had a huge run since last March. That fact, combined with unprecedented government stimulus, the potential for future inflation …
5 years ago
An In Depth Look at Asset Allocation with Jim Masturzo of Research Affiliates
Season 1 Episode 89
We are currently in a very challenging time for building multi-asset portfolios. The 60-40 portfolios is coming off one of its best decades ever, but…
5 years ago
Strategy Focus: Low Volatility Investing and the Conservative Formula
Season 1 Episode 88
The success of of the low volatility factor can be challenging to explain. Investing theory teaches us that to get an additional return, we need to t…
5 years ago
Six Potential Metrics to Help Limit Value Traps
Season 1 Episode 87
Deep value investing is about buying companies that other investors don’t want. It is about investing in companies where the current situation doesn’…
5 years, 1 month ago
Investing in Freedom in Emerging Markets with Perth Tolle, Founder of Life + Liberty Indexes
Season 1 Episode 86
The emerging market universe includes a very diverse set of countries, many of which are sorely lacking in the types of freedom enjoyed by their peop…
5 years, 1 month ago
Academic Research Spotlight: Migration by Eugene Fama and Kenneth French
Season 1 Episode 85
This week, we look at some interesting research that took a unique approach to explaining the value and size premiums. We examine the paper "Migratio…
5 years, 1 month ago
The Three Keys to Understanding Investing Bubbles
Season 1 Episode 84
With the stock market at all-time highs and returns over the past year some of the best in history, the word "bubble" is getting thrown around more a…
5 years, 1 month ago
A Detailed Look at All Weather Investing with Eric Crittenden
Season 1 Episode 83
The last 40 years have been an exceptionally strong period for a portfolio of stocks and bonds. With stocks performing well and bonds benefitting fro…
5 years, 1 month ago