Risk Parity Radio

Episode 539: Reviewing The Sample Portfolios And What Each One Is About, Performance Metrics, Risk Parity Chronicles, And Portfolio Reviews As Of September 11, 2026

In this episode we answer two emails from Stephen and one from Melanie.  We walk through the eight sample portfolios and talk about what each one represents, discuss how

Episode 538: Analyzing A Listener Portfolio, Helping Family Invest, Leverage, U.K. LCG And SCV Funds, And A Little Managed Futures

In this episode we answer emails from David, Olavo, and Nick.  We discuss evaluating a sample portfolio and transitioning, helping parents and other relatives with their

Episode 537: Bitcoin Gambling Problems, Resources For Understanding Managed Futures, Window Dressing Withdrawal Strategies, And Portfolio Reviews As Of September 4, 2026

In this episode we answer emails from Optimus Bill, Sin Nombre, Darren, and George.  We discuss sizing small bitcoin ETF allocations, identify resources to learn more abo

Episode 536: Getting That Cash Invested, A Tribute To St. Dolly, And A Variable Withdrawal Strategy Calculator

In this episode we answer emails from Geraldo, Mark, and Zack.  We revel again in their generosity, talk through reinvesting a big cash balance, setting up liquidity back

Episode 535: Celebrating Your Generosity (From A BOAT!), Some US Treasury Wrath Of God Type Stuff, Accumulation Basics, And Portfolio Reviews As Of August 28, 2026

In this episode we answer emails from Pete, Mark, and Jack.  We thank our generous donors and share the preliminary results of the Top of the T-Shirt campaign for the Fat

Episode 534: An RPC Free Portfolio Organizer, Assorted Asset Questions, And How Risk-Parity Style Portfolios Alleviate Concerns About "High Market Valuations" By Design

In this episode we answer emails from Kelly and Jose (Joe).  We discuss simple spreadsheet applications for organizing portfolios, review a planned risk-parity style port

Episode 533: Learning Some Things From Wes Gray, A Long-Term Correlation Matrix, A Listener's New Financial Practice, And Portfolio Reviews As Of August 14, 2026

In this episode we answer emails from Optimus Bill, Mark, and Drew.  We discuss a paper about value factor investing from Wes Gray, Section 351 exchanges, how to stick wi

Episode 532: SBLOCs Vs. Margin Accounts, Jumping The Shark, And A Variable Withdrawal Strategy

In this episode we answer emails from Optimus Bill, Pete, and Andy.  We discuss SBLOCs vs margin accounts for liquidity in retirement, what "jumping the shark" looks like

Episode 531: Expressing Our Heartfelt Gratitude, Working With Asset Choice Constraints, And Portfolio Reviews As Of August 7, 2026

In this episode we respond to emails from Thirsty Horse, Joanne, Matt and Alan.  We share our gratitude for our listeners and reflect on how a listener community can beco

Episode 530: Choosing Levered Funds (Gambling Problems!), Balancing Portfolio Goals And Trade-offs, And Fun With A ChatGPT Analysis

In this episode we answer emails from Eli, Optimus Bill, and James.  We discuss variations in fund approaches for adding leverage, when fees are more likely to matter, wh

Episode 529: Handling Retirement Drawdowns, An RPR Portfolio With Large Cap Momentum, Investing In Your Health, And Portfolio Reviews As Of July 31, 2026

In this episode we answer emails from Luc, (from Quebec!), Nick, and Isaiah.  We discuss surviving ugly drawdowns and bad decades, building a risk parity portfolio that s

Episode 528: Our Annual Portfolio Rebalancings, Implementing A Sample Reverse Glide Path, And Thanking Our Listeners For Their Kindness And Generosity

We close season six by walking through our annual July rebalancings of the first four sample risk parity style portfolios and talking about their raison d'être. We a

Episode 527: Test Portfolios, Incorporating A Forced Cash Build-Up, Assets For Inflation, And An Update On Mom

In this episode we answer emails from The Nameless One, Jebenizer, and C.M. We discuss practice drawdown portfolios, an unusual deferred pension cash build-up situation a

Episode 526: Celebrating Your Generosity, Some Unusual Cowbell, Young Listener Correlation Questions, Investing A Windfall, And Portfolio Reviews As Of July 10, 2026

In this episode we answer emails from I Have No Name, Shellie, Midwest Nice, and Mr. Ed (a motley crew indeed!).  We discuss some massively funny generosity to our Top of

Episode 525: Guiding Young America's Teachers, Assessing Academic TIPS Ladder Nonsense, And Checking Out A Cat Bond ETF

In this episode we answer emails from Ethan, Joe, and Jim.  We discuss a plan for young teachers to reach early financial independence with the right accounts and a littl

Episode 524: Celebrating Listener Retirements And Generosity, Fun With Claude, Jeremy Grantham Says Buy Gold And Long Bonds, And Portfolio Reviews As Of July 3, 2026

In this episode we answer emails from Joe, Ashley, and Chris.  First, we celebrate the early retirements and generosity of our listeners, spotlighting what retirement fee

Episode 523: Funding A Family Gap Year Without Derailing FI, A Cowbell History, And Assorted AUM Advisor Follies And Conflicts

In this episode we answer emails from Sarah, Tyler and Luc.  We Sarah's detailed plan to take a one to two year family gap year, travel, and unpack tax-smart ways to

Episode 522: Intermediate Accumulation Decisions, The Follies Of Errant Fund Substitutions And Holding Too Much Cash, And Portfolio Reviews As Of June 26, 2026

In this episode we answer emails from Tim, Avid Listener, and Aaron.  We discuss bond allocation in an intermediate accumulation Golden Butterfly style portfolios, the fo

Episode 521: To Bridge Or Not To Bridge, The Follies Of Fund Picking, And Adjusting Risk Parity Styles Along The Efficient Frontier

In this episode we answer emails from Michael, Raphy, and Roman.  We discuss using a short-term SPIA as a bridge before Social Security and why it probably doesn't m

Episode 520: Lies, D%&* Lies, And Insurance Marketing Of Perpetual Motion Machines, Tim And Gwen's Musical Tastes, And Portfolio Reviews As Of June 19, 2026

In this episode we answer emails from Wilson, Tim, and John.  We discuss why life insurance products are not magical perpetual motion machines that make your portfolios g