Money For the Rest of Us

Investing Fundamentals and What Is Attractive Now

Apr 3, 2024
Guest
Josh Jalinski
Financial advisor Josh Jalinski discusses constructing portfolios, factor investing, and managing retirement assets. They explore asset classes like dividend investing and leveraged loans, and strategies for maximizing wealth. Topics include growth versus value investing, equity REITs, China, and managing regret.
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Episode notes
1
Introduction
00:00 • 3min
2
Asset Management, Benchmarking, and Transitioning Careers
03:15 • 3min
3
Evolution of Investment Strategies and Benefits of Unified Business Management Solutions
06:14 • 3min
4
Navigating Factor Exposure and Portfolio Development
08:47 • 7min
5
Evolution of Information Retrieval and Rise of AI-based Tools in Finance and Technology
15:39 • 7min
6
Diversified Investment Strategies and Retirement Planning Insights
22:37 • 24min
7
Exploring the Appeal and Benefits of Equity REITs for Investors
46:57 • 2min
8
Guiding Principles for Investment Success
49:05 • 3min