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Episode 397: Small Cap Value Funds, How To Recognize Bad Books, CAOS And Weekly Portfolio Reviews As Of January 24, 2025

Risk Parity Radio

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Critique of 'The Great Taking' and Investment Insights

This chapter critiques 'The Great Taking,' exposing the author's questionable financial history and labeling the book as a flimsy conspiracy theory. It also provides a humorous take on investment strategies, particularly focusing on the CAOS fund, which is designed to balance risk and returns. The discussion effortlessly blends levity with serious investment insights, reminiscent of a casual dive bar conversation.

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