Listen Now Today we’re going behind the scenes on something that drives almost every modern financial plan: the assumptions inside a Monte Carlo analysis. If you’ve ever seen a plan that says you have—say—an 80% or 90% probability of success, here’s the question most...
Watch Now Listen Now Today’s guest is Liz Ann Sonders, the Chief Investment Strategist at Charles Schwab—one of the most widely followed voices in markets and the economy, and someone I’ve personally been reading and learning from for nearly two decades. In this...
Watch Now Watch Now Listen Now This episode airs January 7—right in the heart of prediction season—which makes Rubin Miller the perfect guest. Rubin has never been shy about his disdain for market forecasts, especially the annual ritual of banks publishing one-year...
Watch Now Listen Now This episode is a little different: instead of a tightly scripted interview, it’s designed to feel like you’re sitting in our Zoom meeting, listening to two friends bounce around big investing ideas, the stories that shape our beliefs, and the...
Listen Now This is the fourth episode in a short series about portfolio construction, with each episode building on each other. If you missed the first three, here they are: EP 233: What is the Market Portfolio—and how should it influence how we invest? EP 234:...
