Episode 241: Entertaining The Masses With Asset Selection Tricks And Techniques

<p>In this episode we answer two looooong emails from Mark and Andreas.  We discuss Mark&apos;s quandaries with a 457 plan and Andreas&apos;s Risk Parity fever brought on by topics that include how to choose ETFs for each asset class, leverage in bond funds, TIPS, a proposed portfolio, other alternatives like long-short, market neutral and options strategies and musings about taxes and currency exposures.   And then we conclude with Polo Hofer.<br/><br/>Links:<br/><br/>Father McKenna Center donation page:  <a href='https://fathermckennacenter.org/how-you-can-help/donate/'>Donate - Father McKenna Center</a><br/><br/>Risk Parity Chronicles video tutorial on asset swapping:  <a href='https://www.youtube.com/watch?v=GX2WX6iTRTw'>How to Do an Asset Swap - YouTube</a><br/><br/>Risk Parity Chronicles series on TIPS:  <a href='https://www.riskparitychronicles.com/eight-observations-about-tips/'>Eight Observations About TIPS (riskparitychronicles.com)</a><br/><br/>ETF Database:  <a href='https://etfdb.com/'>ETF Database: The Original &amp; Comprehensive Guide to ETFs (etfdb.com)</a><br/><br/>Bloomberg Presentation on Asset Classes in Inflationary Environments:  <a href='https://markethuddle.com/wp-content/uploads/2022/12/MH201-SteveHou-Bloomberg.pdf'>MH201-SteveHou-Bloomberg.pdf (markethuddle.com)</a><br/><br/>Vanguard Commodities Paper:  <a href='https://corporate.vanguard.com/content/dam/corp/research/pdf/commodity_investing_and_its_role_in_a_portfolio.pdf'>Commodity investing and its role in a portfolio (vanguard.com)</a><br/><br/>Antti Ilmanen books:  <a href='https://www.goodreads.com/author/list/4762300.Antti_Ilmanen'>Books by Antti Ilmanen (Author of Expected Returns) (goodreads.com)</a><br/><br/>EconoMe Conference:  <a href='https://economeconference.com/'>EconoMe Conference - March 17th-19th, 2023</a></p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>