This week’s show covers Howard Marks’ imfamous Bubble Watch memo, international developed market stocks, when you should rebalance, and common retirement myths.
Small Cap Value Stocks, Liquidity + Tax Efficiency, Populism and the Markets (11.8.25)
Insurance Isn't an Investment, Estate Planning, and The Global Portfolio (11.1.25)
Delay Social Security (Please), International Developed Markets, Be Proactive While Aging (10.25.25)
Cracks in Private Markets, Qualified Charitable Distributions, and Q&A (10.18.25)