Intro

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The host introduces the podcast, creating a casual dive bar-like atmosphere while emphasizing a focus on honest, conflict-free information for do-it-yourself investors. As they prepare to address listener emails, the host highlights the ongoing fundraiser and commitment to maintaining content integrity without traditional sponsorships.

In this episode we answer emails from Steve, Grant, and Alexi (a/k/a "the Dude"). We discuss investing in managed futures and property and casualty insurance companies, rebalancing mechanisms and fitting those into a portfolio, Grant's various gambling problems with leveraged funds and assorted Metaverse doom-scrolling, and the recent annoying changes with Portfolio Visualizer. And our charitable push for our charity, the Father McKenna Center --get the match!

Links:

Father McKenna Center Donation Page (don't forget to include "The Financial Quarterback Match" in the comment/dedication box): Donate - Father McKenna Center

SocGen Managed Futures CTA And Trend Indices: Prime Services (Newedge) Indices (societegenerale.com)

Kitces Rebalancing Methods Article: Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)

New Testfol Backtester With OPTRA Example: testfol.io

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