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:...
Listen Now Welcome back. Today’s episode was sparked by questions from people on my book updates email list for The Perfect Portfolio. Quick clarification: those book updates go out every other Saturday. They’re separate from my regular newsletter, which comes out...
Listen Now If you ask most baseball fans what makes a great fastball, the first answer you’ll hear is speed. And for a long time, that was the only answer. A fastball was great if it looked fast, if it sounded fast, if hitters swung through it with that late, helpless...
Listen Now If you’ve been here for awhile, you’ve heard me talk about the market portfolio quite a bit. Most of the time, I’m using that phrase as shorthand for something pretty simple: a total stock market index fund, maybe paired with a total bond market fund. If...
Watch Now Listen Now Today I’m joined by Marlena Lee, Global Head of Investor Solutions at Dimensional Fund Advisors, to unpack a significant development: ETF share class exemptive relief. Dimensional filed for SEC exemptive relief in July 2023 to offer ETF...
Listen Now In this rebroadcast, I sit in the guest chair to explain why I rarely recommend private markets—and the specific situations where they do belong. I lay out a clear filter built around liquidity, purpose, access, and behavior so you can decide whether...
