Episode 187: Biased Business Models, A TSP Rollover And A Crystal Ball, Managed Futures And A Gambling Problem

Jul 6, 2022

25:42

In this episode we answer emails from MyContactInfo, Brett and Jamie. We discussed inherent biases, rolling over a TSP portfolio and reallocating it at Fidelity with or without a crystal ball, have a lengthy talk about allocations to managed futures and the difficulties in analyzing them, and SCO, a short oil futures ETF.

Links:

Gwen's Frustrations With A Rollover: Navigating The Archaic, Convoluted, Confusing, And Utterly Enraging 401(k) Rollover Process | Fiery Millennials

Patrick Boyle's Investment Musings In An Entertaining Accent: Investing In An Inflationary Environment! - YouTube

Artemis Capital's Hawk And Serpent Paper: DocSend

CME Paper Re CTA Indexes: a-comparison-of-cta-indexes.pdf (cmegroup.com)