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In this episode we answer emails from Davis, Justus and Value Stock Geek. We discuss how to use extended duration bond funds like EDV, ZROZ and GOVZ, reprise our discussion about life transitions from Episode 71 and veer off into Peter Zeihan and China's demographics.
And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio. Note that I discovered some of my return numbers were wrong (WRONG!) after recording this episode. They are corrected on the website.
Additional Links:
Arthur Brooks book: From Strength to Strength - Arthur C. Brooks (arthurbrooks.com)
David Brooks book: The Second Mountain by David Brooks (goodreads.com)
Richard Rohr book: Falling Upward: A Spirituality for the Two Halves of Life by Richard Rohr (goodreads.com)
Peter Zeihan with Meb Faber: Episode #419: Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward - Meb Faber Research - Stock Market and Investing Blog
Disunited Nations book: Disunited Nations: The Scramble for Power in an Ungoverned World: Zeihan, Peter: 9780062913685: Amazon.com: Books
Shock of Gray book: Shock of Gray: The Aging of the World's Population and How it Pits Young Against Old, Child Against Parent, Worker Against Boss, Company Against Rival, and Nation Against Nation by Ted C. Fishman (goodreads.com)
Lying Flat and Let It Rot Movements in China: After lying flat, a new trend among China's youth is to “let it rot (bai lan)” which worries CCP - YouTube