Notable Guests
OB
Optimus Bill
5x
AL
Avid Listener
1x
BF
Bond Funds
1x
JJ
Jillian Johnsrud
1x
LM
Large Cap Momentum
1x
MN
Midwest Nice
1x
QM
Queen Mary
1x
SN
Sin Nombre
1x
TO
The Nameless One
1x
AC
Asset Choice Constraints
1x
YG
Your Spending Goals
1x
Recent Episodes
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Discussed personal finance books for a 30-something family man and efficient reading strategies.
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Forecasting personal liability using lawsuit risk and analyzing historian forecasting limitations.
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Discusses the history of consumer marketing in financial services.
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Teaching teens personal finance engagingly through practical application.
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Reviewed eight sample portfolios and their objectives.
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Portfolio review for David, Olavo, and Nick, covering transitions and family investment help.
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Discussed sizing small Bitcoin ETF allocations based on listener emails.
Optimus Bill
Sin Nombre
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Discussed reinvesting a large cash balance and setting up liquidity backstops with brokerage collateral.
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Thanked donors and shared preliminary results of the Top of the T-Shirt campaign for Father McKenna Center.
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Discussed spreadsheet applications for organizing portfolios.
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Discussed value factor investing insights from Wes Gray.
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Discusses how skepticism in the FI blogosphere can be biased.
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Compares SBLOCs and margin accounts for retirement liquidity.
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Listeners express gratitude, highlighting community as a meaningful outcome of long-term investing.
Asset Choice Constraints
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Discussed fund variations for adding leverage and when fees become significant.
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Discussed surviving drawdowns and bad decades with listener emails.
Large Cap Momentum
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Annual portfolio rebalancing for four risk parity portfolios discussed.
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Discussed practice drawdown portfolios and a forced cash build-up pension situation.
The Nameless One
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Celebrated listener generosity and discussed a 401(k) with an unusual small cap value fund.
Midwest Nice
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Explored the philosophy of using money to maximize human well-being.