Risk Parity Radio Episode 456: Lions And Leverage And RP Plans (Oh My!) -- And Portfolio Reviews As Of October 11, 2025
Oct 11, 2025
A thrilling near-miss with lions leads into a discussion on using portfolio leverage for financing a home. The hosts explore the pros and cons of selling assets versus taking a margin loan, emphasizing tax implications and market cycles. Listener appreciation adds a heartwarming touch, while an analysis of a risk parity portfolio showcases the balance of stocks, Treasuries, and gold as a solid retirement strategy. The episode wraps up with insights into recent market movements and performance reviews of various sample portfolios, combining finance with personal anecdotes.
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Episode notes
Near-Miss With Lions On Safari
- Frank narrowly escaped being attacked by lions while filming them on safari in South Africa.
- He recounts the guide's joking suggestions, which he wisely declined and lived to tell the tale.
Prefer Margin Over Large Taxable Sales
- Consider margin loans at low-cost brokers like Interactive Brokers instead of selling taxable holdings to avoid triggering large tax bills.
- Evaluate tax deductibility of margin interest and the behavioral cost of added portfolio volatility before adding return-stacked ETFs.
Listeners Fuel Father McKenna Fundraising
- Frank reports the Father McKenna Center raised over $180,000 with help from listeners, who contributed roughly one-third.
- He highlights community involvement and new YouTube content for the charity.