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Recent Podcast Episodes

423: A “Safe” 6% Yield: The Case for Investment Grade CLOs

422: This Stock Has a 15% Dividend Yield and Has Outperformed Warren Buffett. Should You Invest?

421: Beware of Survivorship Bias When Investing

420: Does a 60/40 Balanced Portfolio Still Work?

419: How to Make Portfolio and Asset Allocation Changes
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425 Plus: Bank Contagion Update, Mid Cap Value ETFs, SEC Yields, and Deciding When to Retire 424 Plus: CLO ETF Trade, Bonds vs Stocks, Preferred Stock Dividends, and AI ETFs 423 Plus: March 2023 Investment Conditions Commentary 422 Plus: A TIPS Trade, TIPS Taxes, Wash Sale Update, and Finding Alternative Investment Funds 421 Plus: Follow Up to Hiring an Investment Advisor and DoubleLine’s New Bond ETF See All Plus Episodes