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In this episode we answer emails from Jimmy, John and MyContactInfo. We discuss the foibles of trying to make investment decisions based on news, politics or macro-economic events, Joel Greenblatt's investment methodologies re value-weighting from 2010 and where there are today, and learn some more from Professor Aswath Damodaran about why you cannot use market valuation metrics and P/E ratios as a basis for decision-making in investing.
And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional links:
Truflation -- Realtime Inflation Data: Independent, economic & financial data in real time on-chain (truflation.com)
Daniela Di Martino Video re Jay Powell and Truflation: Ted Oakley and DiMartino Booth on Fed policy, employment implications, and debt implications - YouTube
Hugh Hendry and Jim Bianco debating Interest Rates and Inflation: Macro Musings with Jim Bianco (preview) - YouTube
Value-Weighted Indexing Site (circa 2011): Value Weighted Index – A New Approach to Long-Term Investing
Gotham Funds (Greenblatt Managed): Home Page : Gotham (gothamfunds.com)
Portfolio Visualizer Backtest of GVALX: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Professor Damodaran's Latest And Greatest: Musings on Markets: The Price of Risk: With Equity Risk Premiums, Caveat Emptor! (aswathdamodaran.blogspot.com)