Episode 343: Musings On Interest Rates And History, Fallacious Magic Mean Reversion, Inverse T-Bond Funds And Target Date Fund Glide Paths
Description
In this episode we answer emails from Stuart, George and MyContactInfo. We discuss a follow-up on another listener's accumulation portfolio, the foibles of trying to predict future interest rates and common fallacious reasoning, levered inverse treasury bond funds and other funds that do well in rising interest rate environments, and a follow up on our target date fund rant episode (#333).Links:Portfolio Visualizer Analysis of UPRO and synthetic alternatives: Backtest Portfolio As...
In this episode we answer emails from James, MyContactInfo and Cy. We discuss using silver in addition to gold in a portfolio, review again why many "options strategy funds" and other complex ETFs are generally a waste of space in a portfolio and talk about a recent Andrew Tobias interview and...
Published 11/13/24
In this episode we answer emails from Alyson, Martijn and Russel. We discuss the drawbacks to using a total world fund, common misconceptions about it and misguided worship of the Simplicity Principle, a levered sample portfolio comparison and basic ideas for accumulation.And THEN we our go...
Published 11/10/24