Episode 326: A Review of Why We Are Here, Golden Portfolios, The Non-Spenders' Plague, Revisiting Shannon's Demon, Oversimplification Is NOT The Real Goal, And Emerging Market Musings

Mar 21, 2024

40:21

In this episode we review why we are here and then answer emails from Paulo, Paul G, and Carlos. We discuss our recent trip to the EconoMe Conference, Paulo's portfolio ideas, the plague of being unable to spend money that afflicts most popular personal finance personalities, Mark's Money Mind (a new podcast), why the Simplicity Principle should not override the Holy Grail and other investing principles, and investing from emerging market countries.

Links:

Mark's Money Mind podcast (YouTube version): The Financial Speedometer: Tracking Your Income & Expenses | Episode 004 (youtube.com)

Paul G's Golden Butterfly analyses: https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&sl=2lyVPkZFRfTEgVF8cZIAe5

Shannon's Demon and Rebalancing Article: Unexpected Returns: Shannon's Demon & the Rebalancing Bonus – Portfolio Charts

Carlos' Article re Emerging Markets: Safe withdrawal rates from retirement savings for residents of emerging market countries (repec.org)