This week’s show covers Howard Marks’ imfamous Bubble Watch memo, international developed market stocks, when you should rebalance, and common retirement myths.
Private Equity: Caveat Emptor, Finding the Right Trustee, Diversifying Concentrated Stock (2.22.25)
Safe Withdrawal Rates, Investing at a Bank, Gifting, and Large Cap Stocks (2.15.25)
Conflicts of Interest, IRA Mistakes to Avoid, Return to Normal Yield Curve (2.8.25)
Places to Never Invest, This Time Isn't Different, Creating an Income Plan (2.1.25)
