Description
In this conversation with financial advisor Josh Jalinski, David shares his views on constructing and benchmarking portfolios, factor investing including growth versus value, and managing regret. We explore a number of asset classes and strategies including dividend investing, leveraged loans, closed-end funds, equity REITs, and China. We also discuss how to manage retirement assets.
Sponsors
NetSuite
Monarch Money – Get an extended 30-day free trial
Insiders Guide Email Newsletter
Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter
Our Premium Products
Asset Camp
Money for the Rest of Us Plus
Show Notes
Josh Jalinksi - Financial Quarterback
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
There is no podcast episode this week, but we have a live webinar on stock market investing this Friday, May 3, 2024 at 11:00AM Pacific time. You can learn more and sign up at Assetcamp.com/webinar.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at...
Published 05/01/24
Why global small-cap stocks have underperformed large-cap stocks and will the trend continue? The investment case for allocating to global small caps.
Topics covered include:How have small caps performed relative to large caps over the past two decadesWhat factors contributed to the...
Published 04/24/24