Лучшие подкасты про Parity (2025)

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Episode 409: The PFFA Fund, TSP Allocation Considerations And Those New-Fangled Return Stacked Funds 34:05

16h ago34:05

34:05

In this episode we reflect on our recent meet-up and answer emails from Chris, Gigi and Mark. We discuss preferred shares funds and PFFA in particular, considerations about allocations in a TSP based on goals and current progress in your financial life, and them thar new-fangled return stacked funds. Links: PFFA Summary: PFFA – Virtus InfraCap US P…

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Keep On Keeping On 36:06

28d ago36:06

36:06

Marking four years of the Parity Podcast, Cathy and Deborah discuss their ongoing efforts to nudge the workplace culture to be a more equitable place for women and to take advantage of the skills sets women have to offer. They recount their SCRIPT for change, review some of their favorite episodes, and share what they have learned. In answer to the…

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Episode 408: Rebalancing Frequency, Share Lending, Style Boxes, Strips, And The Golden Ratio Portfolio 20:05

8d ago20:05

20:05

In this episode we answer emails from Randy, Richard and Jamie. We discuss rebalancing frequency, share-lending at Fidelity, moves in Morningstar's style boxes and strips treasury funds vs. long term treasury bond funds. And we announce the new listing of the Golden Ratio portfolio at Portfolio Charts and thank Tyler and Van for that. Links: Father…

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Episode 407: Multi-Asset Funds Like GDE, "Life Cycle" Econ-Models, Historical Interest Rate Musings And Portfolio Reviews As Of March 14, 2025 40:36

11d ago40:36

40:36

In this episode we answer emails from Dustin, MyContactInfo, and Mark. We discuss the ETF GDE and combo return stacked funds generally, why you probably don't want to use economists' "life cycle model" for personal finance planning due to its unrealistic underlying assumptions, and whether we could use historical high interest rates to create marke…

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Episode 406: REITs, Vacant Land, Bitcoin Today And Eh, Steve! 28:14

14d ago28:14

28:14

In this episode, we answer emails from Spencer, Ko and Steve. We discuss REITs as a portfolio allocation, why vacant land is probably not a good investment for most people, "talking your book" with bitcoin for fun and profit and how it looks today in a portfolio, law school education and that infamous Cederburg paper (again but only briefly). Links…

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Episode 405: Treasury Strips Funds As A Form Of Leverage, A Return Stacked Portfolio, The Golden Ratio And Portfolio Reviews As Of March 7, 2025 30:24

18d ago30:24

30:24

In this episode we answer emails from Eli, Garrison and Van. We discuss usig treasury strips ETFs like GOVZ and ZROZ and how they relate to long-term treasury bond funds like TLT and VGLT, a "returned-stacked" portfolio similar to O.P.T.R.A. for accumulation and early retirement and why the Golden Ratio portfolio performs very well on many metrics.…

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Episode 404: Tax Location Considerations, Old Gold Book, Scottish ETFs, And Diversification Musings On International vs. US 35:25

22d ago35:25

35:25

In this episode we answer emails from Caleb, Visitor #4565, Paul, Michael (from Scotland) and Jamie. We discuss tax location (or asset location for tax purposes), the zeitgeist of this podcast, an old book by Don Coxe about gold and other things, a good website for finding ETFs in the UK and otherwise outside the US, and how to best incorporate and…

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Episode 403: Navigating The New Regime, What Does A Weak Dollar Mean, Inflation In Withdrawals And Portfolio Reviews As Of February 28, 2025 36:06

25d ago36:06

36:06

In this episode we answer emails from Andy, Mark and Graham. We discuss what may do well under the current US administration and related concerns, what a weak dollar means for risk assets and allocating to volatility, and how inflation should realistically be accounted for in withdrawals. And THEN we our go through our weekly and monthly portfolio …

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Episode 402: Getting A Little More Aggressive, A QREARX Redux, And What Does "Value" Mean Anyway 24:49

1M ago24:49

24:49

In this episode we answer emails from Philip, David and Keith. We discuss an aggressive risk-parity style portfolio (without leverage), review QREARX, which we analyzed in Episode 81, and how the value factor is determined by various funds and indexes. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center Portfolio Matrix Tool …

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Episode 401: Generous Times, More Cowbell, Choosing Appropriate Retirement Role Models, Short Term Bonds, And Portfolio Reviews As Of February 7, 2025 1:02:52

2M ago1:02:52

1:02:52

In this episode we answer emails from Richard, Robert and Jacob. We discuss Richard's generosity and excellent example as a role model, an ill-conceived and biased critique of small cap value allocations, why you probably should not use popular personal finance gurus as retirement role models due to their workaholism and hoarding behaviors, and why…

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Episode 400: An AI Thingamabob Takes Over To Review And Reconstruct Our First Five Foundational Episodes 1:48:23

2M ago1:48:23

1:48:23

In this frolic and detour from our regularly scheduled programming, we create a "Reference Episode" by employing two AI podcasters to summarize the information contained in Episodes 1, 3, 5, 7 and 9, which are some of the foundational episodes for this podcast. BTW, choose PFFV instead of PFF if you are interested in that. But the point was to teac…

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Episode 399: A Good Deed Shining In A Weary World, Thoughts On Hoarding, Preferred Shares, Gold And Portfolio Reviews As Of January 31, 2025 43:29

2M ago43:29

43:29

In this episode, we celebrate Ground Hog Day and answer emails from Ron, Jay and Pete. We discuss the value of giving and the new McKenna Man portfolio that Ron is constructing, preferred shares vs. REITs, holding gold, what financial advisors really think about their hoarding clients but can't say in front of them but I will, and Pete's risk parit…

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Episode 398: Tax Location Decisions, Dealing With Limited Fund Choices And Brokerage Requirements 18:28

2M ago18:28

18:28

In this episode we answer emails from George, Kyle and Andy. We discuss whether to prioritize DBMF or VGLT (for tax location purposes) in a traditional retirement account, weighing limited choices for small cap funds in a 457, Vanguard's new short-term bond funds and dealing with brokerages' cya requirements for investing in particular funds. Links…

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Unlearning Silence: A Conversation with Elaine Lin Hering 54:01

2M ago54:01

54:01

Elaine Lin Hering joins the Parity Podcast to discuss the role that silence plays in each of our lives. Her 2024 book, Unlearning Silence, explores the ways in which we are silenced in the workplace, and the roles we play in silencing others. Driven by her own experience in being encouraged to speak up, yet not having her words welcomed, Elaine beg…

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Episode 397: Small Cap Value Funds, How To Recognize Bad Books, CAOS And Weekly Portfolio Reviews As Of January 24, 2025 29:46

2M ago29:46

29:46

In this episode we answer emails from Bones, Paul and Justin. We discuss small cap value funds and their underlying indexes, an odd book from an unreliable source and an alternative ETF called CAOS. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio. Additional Links…

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Episode 396: We're Talkin' Futures, Backtesting Considerations, And That Big Mo (Again) 23:07

2M ago23:07

23:07

In this episode we answer emails from Lucas, Martijn, and Alexi (a/k/a "the Dude"). We discuss futures contracts and the efforts required to use them, being careful about backtests and interpreting them, and more musings on Big Mo momentum. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center Martijn's Link: testfol.io/?s=aoTg…

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Episode 395: Canadian Dilemmas, Total Market vs. Large Cap Growth, Gambling Problems And Portfolio Reviews As Of January 17, 2025 35:17

2M ago35:17

35:17

In this episode we answer emails from Paul (from Canada), Gary, Ben and Alexi (a/k/a "the Dude"). We discuss finding funds for Canadians, podcast outlet alternatives, the similarities between S&P 500, total market and large cap growth funds and how they can perform the same role in a diversified portfolio, and a gnarly Alpha Exchange podcast about …

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Episode 394: More Fun With Large Cap Growth Funds And Some Salient Portfolio Comparisons 37:18

2M ago37:18

37:18

In this episode we party with some of the regulars and answer emails from Pete, Tracey, Ralph and Alexi (a/k/a the "Dude"). We discuss domestic and international large cap growth funds, why we prefer portfolios that due comparatively better when using long series data analyses and not their associations with particular guru people, how the Golden R…

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Episode 393: International Questions From The Europeanish, A Pesky 401a And Portfolio Reviews As Of January 10, 2025 34:04

2M ago34:04

34:04

In this episode we answer questions from Anonymous European, Paul, and Ralph. We discuss US vs. Euro treasury bonds, international large cap growth, the overarching currency effect that determines the relative performance between US and international stocks, small cap value for UK investors and what to do with a small 401a with limited investment c…

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Episode 392: Small Cap Value Indexes, Managed Futures Butterly, And A Mini-Rant On Bucketeering 32:54

3M ago32:54

32:54

In this episode we answer emails from Kyle, Steve and James. We discuss the three most common small cap value indexes -- S&P 600, CRSP and Russell, modifications to the Golden Butterfly portfolio using managed futures, and the fantasies and follies of portfolio Bucketeering. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center…

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Episode 391: Musings About Base Rates, Crystal Balls, Dice And Santa, And Annual Portfolio Reviews For 2024 46:49

3M ago46:49

46:49

In this episode we conduct our annual reviews of the Eight Sample Portfolios you can find at Portfolios | Risk Parity Radio and compare them with some commercial preparations. In addition we discuss the year of 2024 in general, the performance of various asset classes, the follies of using the year as a crystal ball to predict the future, and the m…

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Purchasing Power Parity tool: Definition, Theory & Conversion Rates 4:30

3M ago4:30

4:30

Discover everything you need to know about Purchasing Power Parity (PPP) with our podcast, "Purchasing Power Parity Tool: Definition, Theory & Conversion Rates." Learn what PPP is, how it works, and why it’s a vital tool for comparing currencies and understanding global economics. We’ll simplify the theory behind PPP, explain its real-world applica…

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What Is It about Taylor Swift? 42:37

3M ago42:37

42:37

The Parity Podcast has been curious about Taylor Swift's stunning success as a pop star and her potential as a role model to the next generation of women. In this episode, Deborah is joined by four Taylor Swift fans from across the country, ranging from the teens to late 20s, to discuss what she means to them. They describe her music as poetic, pla…

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Episode 390: Single Fund Portfolio Follies, Variable Withdrawal Strategies, Basic Portfolio Considerations, And Portfolio Reviews As Of December 27, 2024 50:50

3M ago50:50

50:50

In this episode we answer emails from Kyle, Adam, and Steve. We discuss equal weight vs. cap weighted funds and the fallacy that one fund stock portfolios are optimal, a variable withdrawal strategy plan, and what kinds of portfolios work best for which types of people and purposes. And THEN we our go through our weekly portfolio reviews of the eig…

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Episode 389: A Mini-Case Study About Entering Retirement, QSPNX, The Foibles Of Market Timing Bonds And Portfolio Reviews As Of December 20, 2024 52:57

3M ago52:57

52:57

In this episode we answer emails from John, Jane and Christoph. We discuss financial and non-financial considerations when transitioning to retirement, the alternative investment strategy fund QSPNX, and revisit why you should not try to time bond investments anymore than you should try to time the stock market. And THEN we our go through our weekl…

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Episode 388: Fun With A Financial Birthday Poem, A Couple Leveraged Portfolios And A Distribution On A Short Timeframe 30:05

3M ago30:05

30:05

In this episode we answer emails from Cy, Lucas, and Rafa. We discuss a poem from a financial advisor, a quandary between two gambling problem leveraged portfolios and application of the Macro-allocation Principle, and what to do about a trust with an abbreviated distribution timeline. Note, we forgot to include the second email from Lucas, but it …

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Episode 387: Reprising The Big Mo, Mid-caps, Stuff On The Website And Portfolio Reviews As Of December 13, 2024 32:25

3M ago32:25

32:25

In this episode we answer emails from Ed, Wes and Mary Anne. We revisit the momentum factor and squeeze that lemon a bit (and our dinner with the Dude) talk about mid-caps and limited 401k options, and discuss some of the information on the portfolios page at the website (and its limitations). And THEN we our go through our weekly portfolio reviews…

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Episode 386: Strategies Of The Over-saved, Fun With Leverage And Tips For Our British Friends 24:51

4M ago24:51

24:51

In this episode we answer email from Pankaj, Matthias and Iain. We discuss the simple path to withdrawals when you are over-saved and the over-complications of the over-saved, reprise some information about leveraged accumulation portfolios and provide some tips for a U.K listener. Links: Interview of Jim Grubman: Dr. Jim Grubman: The Psychology of…

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Episode 385: Celebrating Generosity And Friends, Mixing It Up With Bonds, And Portfolio Reviews As Of December 6, 2024 50:51

4M ago50:51

50:51

In this episode we answer emails from Ashley, Alexi (a/k/a "the Dude"), and Sean. We discuss our charity and my financial coaching on the side, fun times with the Dude, and an overview of the use of bonds in a portfolio and principles of portfolio construction. For reference, earlier bond episodes mentioned are 14, 16, 75 and 78, 142, 186 and 232, …

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Episode 384: More On Large Cap Growth Funds, An AI-Podcaster CAPE'd Reprise, And Reviewing The Purpose Of Treasury Bonds 50:43

4M ago50:43

50:43

In this episode we answer emails from Justin, Matt and Donald. We regale in friendships, revisit large cap growth funds with IWY, do a reprise of Episode 238 about the limitations of CAPE ratios with the help of AI podcasters, and discuss the purpose of treasury bonds in a portfolio as recession insurance, and the circumstances of when you might no…

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Episode 383: The New I-Fund, A Pinwheel, Alternate Management And Portfolio Reviews As Of November 29, 2024 28:31

4M ago28:31

28:31

In this episode we answer emails from James, Van and Michael. We discuss the new international fund in the federal TSP, the Pinwheel Portfolio and the Portfolio Matrix Tool, and variations in portfolio management with the Golden Butterfly portfolio. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find …

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Episode 382: Managed Futures, VUG vs. QQQ, And Other Fund Considerations 23:18

4M ago23:18

23:18

In this episode we answer emails from George, Alexi (a/k/a "the Dude") and Sean. We discuss a new article about the benefits of managed futures in a portfolio, the Dude's face-off between VUG and QQQ, and considerations for choosing large cap growth funds and international value funds. Links: Father McKenna Center Lessons And Carols: Lessons and Ca…

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Episode 381: Retirement Account Basics, Some Cool New Podcasts, And Portfolio Reviews As Of November 22, 2024 57:07

4M ago57:07

57:07

In this episode we answer an email from Tom, Tom the Podcaster's Son (a/k/a "Patrick Star"). We discuss the basics of retirement accounts in honor of the annual benefits enrollment period and some rules of thumb for contributing to them, with a little commentary on HSAs. We also discuss interesting recent podcasts featuring Bill Bengen, Corey Hoffs…

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Episode 380: Missing Links, Efficient Transitioning In Taxable Accounts And Incorporating Global Exposures 26:39

4M ago26:39

26:39

In this episode we answer emails from Melissa, Neil, Mark and Mike. We discuss a missing link from Episode 7 and a substitute for it, the podcast distribution, moving from an accumulation portfolio in a taxable account to a retirement portfolio efficiently, and considerations when incorporating international (non-U.S.) funds. Links: Three Ingredien…

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The Barbieland Mess 52:55

4M ago52:55

52:55

Dr. Nithila Peter returns to the Parity Podcast and joins Deborah to discuss the magic and mess of the Barbie movie. Drawing on her background in media studies, Nithila offers insight into the cinematic experience and the bookends of the movie, from the birth of Barbie to the gynecologist's office. Simulatenously inspired and horrified by the perfe…

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Episode 379: Using Risk Parity Portfolios For Elder Relatives, Intermediate Goals And Accumulation, And Portfolio Reviews As Of November 15, 2024 31:42

4M ago31:42

31:42

In this episode we answer emails from Jenny, Arun and Jeff. We discuss setting up a risk parity style portfolio for an elder relative, what to do with 529 money and college funds when you are getting close, and the use of risk parity style portfolios for intermediate goals or accumulation. And THEN we our go through our weekly portfolio reviews of …

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Episode 378: Silver, Useless ETF Strategies, The Evolution of DIY Investing And Yukon Cornelius! 20:45

4M ago20:45

20:45

In this episode we answer emails from James, MyContactInfo and Cy. We discuss using silver in addition to gold in a portfolio, review again why many "options strategy funds" and other complex ETFs are generally a waste of space in a portfolio and talk about a recent Andrew Tobias interview and the history of DIY investing. Links: Eric Balchunas Int…

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Episode 377: Common Misconceptions About VT And Simplicity, A Levered Portfolio Comparison And Portfolio Reviews As Of November 8, 2024 33:14

5M ago33:14

33:14

In this episode we answer emails from Alyson, Martijn and Russel. We discuss the drawbacks to using a total world fund, common misconceptions about it and misguided worship of the Simplicity Principle, a levered sample portfolio comparison and basic ideas for accumulation. And THEN we our go through our weekly portfolio reviews of the eight sample …

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Episode 376: HSA vs. Roth, Navigating International Investments And Camelot! 39:48

5M ago39:48

39:48

In this episode we answer emails from Anderson, Camille, and Chris. We discuss and HSA vs. a Roth IRA for a lower-taxed earner, the tax, brokerage account, and portfolio considerations for a globe-trotting Canadian, and the gestalt of this podcast. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center Portfolio Charts Portfolio…

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Episode 375: Learning To "Be The Ball" With Tax And Portfolio Allocation Considerations And Monthly Distribution Mechanisms 30:18

5M ago30:18

30:18

In this episode we answer emails from Frank and Dan. We discuss investment considerations in the 32% marginal bracket, reallocating a cash holding to bonds and alternatives and common withdrawal mechanisms for taking monthly distributions. Link: Father McKenna Center Donation Page: Donate - Father McKenna Center Amusing Unedited AI-Bot Summary: Eve…

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Episode 374: Modern Fund Construction Trends, Using And Transitioning Levered Fund Portfolios And Portfolio Reviews As Of October 25, 2024 30:25

5M ago30:25

30:25

In this episode we answer emails from Gordon, Roger and John. We discuss the ChooseFI podcast and podcast appearances, modern trends in fund construction and considerations with leveraged funds while transitioning to a drawdown portfolio, along with some basic guidelines. And THEN we our go through our weekly portfolio reviews of the eight sample p…

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Episode 373: Risk Parity Books And Info, Wresting A Complex Portfolio From An Advisor, And Aggressive Investing In Your Youth 34:23

5M ago34:23

34:23

In this episode we answer emails from David, Jennifer and Byron. We discuss Risk Parity books and finance books and sources in general, considerations in taking control of a complicated portfolio from a (former) AUM advisor, and portfolio considerations for the younger investor considering tech, leverage and other various and sundry things. Links: …

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Episode 372: Using The Force To Love Gold And Databases, And Portfolio Reviews As Of October 18, 2024 23:41

5M ago23:41

23:41

In this episode we answer emails from Lucas, Hannelore and Joe. We discuss databases, where to put your gold ETFs and how it is taxed, and a modelling recommendation for testfol.io and modelling OPTRA. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio. Additional li…

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No Need to Apologize: A Conversation with Kara Wojnowski 28:19

5M ago28:19

28:19

In this episode, Cathy and Deborah speak to Kara Wojnowski, a Marketing Manager at Biorigin Specialty Products, who has studied the communication differences between women and men. One large difference is many women's tendency to apologize, even when there is no reason to do so. How does over-apologizing undermine a person's credibility? And when s…

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Episode 371: OPTRA, Rising Glidepaths And A Smooth Operator 31:01

5M ago31:01

31:01

In this episode we answer emails from Anderson, Sean and Colin. We discuss the OPTRA sample portfolio, using rising glidepaths or bond tents in portfolio management and Colin's "Smooth Operator" Portfolio. Links: 2016 Kitces Article re Bond Tents and Glidepaths: The Portfolio Size Effect And Optimal Equity Glidepaths (kitces.com) Portfolio Charts P…

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Episode 370: Jamming In Joe's Garage With Simba's Backtester And SVOL And Portfolio Reviews As Of October 11, 2024 27:42

6M ago27:42

27:42

In this episode we answer emails from Jimmy, Dave and Richard. We discuss the joys of Joe's Garage, the Bogleheads Simba spreadsheet and Lazy Portfolios and a revisit of the ETF SVOL. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio. Additional links: Simba's Sprea…

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Episode 369: Managing Treasury Bond Funds, How An AI-Bot Translates This Podcast, And Monte Carlo Based Variable Withdrawal Strategies 49:52

6M ago49:52

49:52

In this episode we answer emails from Frank, John, Aaron and Pete. We discuss bond allocations in treasuries of various durations, when retirement account space is limited and the tax bracket is high, the reasons for the strange presentation of this podcast and how to use a new AI-Bot to circumvent them (with an embedded example of an AI-Bot podcas…

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Episode 368: Analysis Tools, Tactical Allocation Strategies, International Accounts And Portfolio Reviews As Of October 4, 2024 27:02

6M ago27:02

27:02

In this episode we answer emails from Andrew, Jeff, Ron and Javier. We discuss analysis tools for leveraged funds like UPRO and TNA, Tactical Allocation Strategies, how and where this podcast is distributed, and brokerage account options for foreign (to the US) nationals. And THEN we our go through our weekly portfolio reviews of the eight sample p…

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Episode 367: A Mini-Rant About Covered Call Funds (Again), The Future Of Levered Portfolios And Principles Of Using Historical Data 31:52

6M ago31:52

31:52

In this episode we answer emails from Mark, Jon and Richard. We discuss the perils of income investing, covered call funds and SPYI, one potential future of DYI investing using levered and unlevered risk-parity style portfolios, and the use and misuse of historical data in various analyses with a reference to a blog post from Cliff Asness. Links: V…

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Episode 366: Managed Futures, Tools For Varying Cash Flows, 529 Management And Portfolio Reviews As Of September 27, 2024 42:23

6M ago42:23

42:23

In this episode we answer emails from Mark, James and Anderson. We discuss differing performances in managed futures funds, a Portfolio Visualizer calculator and what to do with a TSP, and what to do about 529s when approaching the use date. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portf…

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