Risk Parity Radio Episode 401: Generous Times, More Cowbell, Choosing Appropriate Retirement Role Models, Short Term Bonds, And Portfolio Reviews As Of February 7, 2025
12 snips
Feb 9, 2025 This discussion dives into the challenges of retirement planning and the importance of choosing relatable role models. There’s a humorous take on promoting charity, emphasizing community over commercialism. The hosts critique popular investment strategies, particularly the risks of over-relying on cash and short-term bonds. Small cap value investing gets put under the microscope, sparking debate about its performance compared to larger stocks. Weekly portfolio reviews provide insights into practical asset allocation for today’s investors.
AI Snips
Chapters
Books
Transcript
Episode notes
Listener's Generosity
- Richard, a listener, offered to donate a portion of his lecture series income to the Father McKenna Center.
- He also extended a dinner invitation to Frank, showcasing generosity.
Diversification over Outperformance
- Frank challenges the premise of an article critiquing small-cap value investments.
- He argues that diversification and different performance timings matter more than simply outperforming the S&P 500.
Scrutinize Assumptions
- When evaluating financial analyses, prioritize scrutinizing the underlying assumptions.
- If the assumptions are flawed, the entire analysis becomes unreliable.
