Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Fact or Fiction: Inflation, Taxes and That $4 Cup of Coffee

Apr 29, 2024

01:00:37

In this episode of Two Quants and a Financial Planner, we return to our Fact of Fiction framework. We cover a diverse set of investing and financial planning topics that are on many investors' minds. We debate whether inflation can truly be predicted, if legendary investment managers are a thing of the past in today's market environment, and how much emphasis to place on fees and taxes when constructing an investment strategy. Additionally, we dig into the question of whether your house should be considered part of your overall investment portfolio and have some discussion on the age-old question of whether avoiding small purchases, like a daily $4 coffee, can really have a meaningful impact on your long-term wealth.

We hope you enjoy the discussion.

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