Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
Introduction
00:00 • 2min
How to Pick Up Excess Return in the Form of US Treasurys
01:52 • 4min
The Cost of Market Timing
05:37 • 3min
The Benefits of Taking a Sabbatical
08:28 • 2min
The 6044 Portfolio and the Outlook Going Forward
10:57 • 2min
The Complexity of the 6040 Portfolio
13:11 • 3min
The Risk-Free Fixed Income Strategy
16:35 • 3min
The Importance of Balance in Macro Forecasting
19:10 • 4min
How to Build a Portfolio of Leverage
23:05 • 2min
How to Hedge Out Credit Exposure
25:27 • 4min
The Importance of Passive Investing
29:50 • 2min
The Benefits of Active Equity Managers
32:01 • 3min
The Irony of Valuation
35:10 • 2min
The Importance of Career Risk
37:29 • 2min
The Importance of International Exposure
39:48 • 3min
How to Invest in Managed Futures
43:12 • 2min
The Benefits of Using Gold to Diversify My Portfolio
45:16 • 3min
The Importance of Derivatives in ETFs
48:03 • 4min
How to Simplify Your Investments
51:58 • 2min
The Irony of Private Equity
53:43 • 3min
The Theory of Cryptocurrency
56:23 • 4min
The Importance of Having Kids
59:58 • 3min
The Importance of Life
01:03:08 • 2min
How to Simplify Your Kitchen
01:05:05 • 4min