Episode #44: Invest with the House
Episode #44: Invest with the House
Best part of today's podcast, FREE book download!
Guest: Episode 44 is a Mebisode.
Date: 3/21/17 | Run-Time: 55:31
Summary: Last week’s solo “Mebisode” was met with lots of positive feedback, so we’re going to do one more in this format before we return to interviewing guests. Therefore, in Episode 44,...
The Cheapest Portfolios in the World
About nine years ago our good friend Matt Hougan wrote an article called "The World's Cheapest ETF Portfolio". He outlined a portfolio with the following allocation:
40% Broad Market U.S. equities
35% Foreign Equities
15% Fixed-Income (broadly diversified)
5% REITs
5% Commodities
It weighed in at a super cheap 16 basis points! The following years have seen fees continue to decline. This fund allocation above...
A Risky Stock Market for Retail Investors is 4X as Risky for Advisors
As I’m writing this, the S&P has just closed more than 1% lower for the first time since last October. The streak of 109 trading days without a 1% decline is one of the longest in history.
Chart via Bespoke
The bears who have been getting pummeled over the last eight years are suddenly rumbling back to life. That makes this...
Episode #43: Learning to Play Offense and Defense
Episode #43: Learning to Play Offense and Defense
Guest: Episode 43 is a Mebisode.
Date: 3/14/17 | Run-Time: 24:41
Topics: Episode 43 finds us revisiting the “solo Meb” show. This time, he walks us through his research paper, Learning to Play Offense and Defense: Combining Value and Momentum from the Bottom Up, and the Top Down....
The Winner of Buffett Bet is…. Bonds?
I love the fact that the collateral in the Buffett/Protege bet beat them both....chart below:
Unshakeable by Tony Robbins: The Right Diagnosis, the Wrong Prescription?
A few readers asked if I would take a look at Tony Robbin's new book Unshakeable and offer up my thoughts. (We reviewed his last book Money a few years back here.)
Most of my comments from the last review stand: I think Tony is a genuinely decent person, clearly has helped a lot of people over the years, and...
Episode #42: “Listener Q&A”
Episode #42: “Listener Q&A”
Guest: Episode #42 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg.
Date Recorded: 3/7/17 | Run-Time: 58:04
Summary: Episode 42 is a remote podcast with Meb calling in from Hawaii. Fortunately, the roosters in the background aren’t loud enough to interfere...
Though this is a Q&A episode, it’s slightly different...
Episode #41: Doug Ramsey, The Leuthold Group, “Valuation Tells Me I Should Be Lighter Than Normal On U.S. Equities And Tilting More Towards Foreign”
Episode #41: Doug Ramsey, The Leuthold Group, “Valuation Tells Me I Should Be Lighter Than Normal On U.S. Equities And Tilting More Towards Foreign”
Guest: Doug Ramsey is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund. In addition to his CIO...
