The Security Analysis Podcast

Jack Burns: Advanced Asset Allocation for the DIY Investor

Aug 9, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Importance of Fees in Investing
02:19 • 3min
3
The Influence of Jack Bogel on Investing
05:06 • 2min
4
The Importance of Diversifying Your Investment Portfolio
07:28 • 2min
5
The Importance of Personal Allocation
09:52 • 2min
6
The Importance of Predicting the Future
11:31 • 2min
7
How to Build an All Weather Portfolio
13:49 • 2min
8
The Avantus Fund: A Single Vehicle That Combines All of Them
16:09 • 2min
9
The Importance of a Small Allocation in Value Funds
18:32 • 4min
10
The Benefits of Trend Following
22:19 • 2min
11
The Benefits of Managed Futures in AVGE and KMLM
24:45 • 3min
12
UPAR: A Risk Parity ETF
27:29 • 2min
13
The Risk Parity Approach to UPAR
29:32 • 2min
14
The Benefits of Diversifying Assets
31:24 • 2min
15
How to Re-Invest in a Stock
33:22 • 3min
16
The Long-Term Macro Dynamic of Advertising Spend
36:27 • 4min
17
The Dark Side of Social Media
40:56 • 2min
18
How to Buy a High Quality Company
43:24 • 2min
19
The Benefits of Coffee Canning
45:06 • 2min
20
The Importance of Twitter Sentiments
47:06 • 3min
21
How Twitter Helped Me Invest
49:54 • 2min
22
How to Discipline Yourself From Social Media Addiction
51:34 • 2min
23
The Value of Trend Following in Equity Allocation
53:38 • 2min