Valuations, tech concentration, and temporal risk

Cullen Roche has written a book called Your Perfect Portfolio (0:15). Navigating this current environment (4:20). Investing timelines for different ages (9:50). Factor investing styles (40:30). Concerns and questions for 2026 - risk is what we don't know (44:00).

Show Notes:
The Good Enough Portfolio
Discipline Funds

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