Episode 323: Flogging A Dead Horse, Jerry Parker And TFPN, Portfolio Shifts, And Portfolio Reviews As Of March 1, 2024
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Description
In this episode we answer emails from Richard, Andrew and Drew. We discuss the now much-maligned Cederburg paper (again) and listen to Cliff Asness flog it, Jerry Parker's new managed futures ETF, TFPN and guidelines for making portfolio shifts.
And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
And add a note about the upcoming EconoMe Conference.
Additional links:
Cliff Asness Commentary About the Cederburg Paper: Why Not 100% Equities (aqr.com)
BankerOnWheels Article About the Cederburg Paper: Should You Invest 100% In Equities? (bankeronwheels.com)
Tommy Boy Clip: Tommy Boy (8/10) Movie CLIP - Housekeeping (1995) HD (youtube.com)
Jerry Parker on podcast about TFPN: TTU145: Jerry Parker, Founder of Chesapeake Capital (toptradersunplugged.com)
TFPN Webpage: Trend Following ETF | Blueprint Fund Management (tfpnetf.com)
EconoMe Conference: EconoMe Conference - March 15th-17th, 2024
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