Episode 284: Goring Assorted Sacred Cows And Bad Decision-Making Processes, Checking Out Value-Weighting And Portfolio Reviews As Of August 18, 2023

<p>In this episode we answer emails from Jimmy, John and MyContactInfo.  We discuss the foibles of trying to make investment decisions based on news, politics or macro-economic events, Joel Greenblatt&apos;s investment methodologies re value-weighting from 2010 and where there are today, and learn some more from Professor Aswath Damodaran about why you cannot use market valuation metrics and P/E ratios as a basis for decision-making in investing.<br/><br/>And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at <a href='https://www.riskparityradio.com/portfolios'>Portfolios | Risk Parity Radio</a>.<br/><br/>Additional links:<br/><br/>Truflation -- Realtime Inflation Data:  <a href='https://truflation.com/'>Independent, economic &amp; financial data in real time on-chain (truflation.com)</a> <br/><br/>Daniela Di Martino Video re Jay Powell and Truflation:  <a href='https://www.youtube.com/watch?v=qSsAGhc7hwg'>Ted Oakley and DiMartino Booth on Fed policy, employment implications, and debt implications - YouTube</a><br/><br/>Hugh Hendry and Jim Bianco debating Interest Rates and Inflation:  <a href='https://www.youtube.com/watch?v=D6wQy1vQR98'>Macro Musings with Jim Bianco (preview) - YouTube</a><br/><br/>Value-Weighted Indexing Site (circa 2011):  <a href='https://valueweightedindex.com/'>Value Weighted Index – A New Approach to Long-Term Investing</a><br/><br/>Gotham Funds (Greenblatt Managed):  <a href='https://www.gothamfunds.com/default.aspx'>Home Page : Gotham (gothamfunds.com)</a><br/><br/>Portfolio Visualizer Backtest of GVALX:  <a href='https://www.portfoliovisualizer.com/backtest-portfolio?s=y&amp;timePeriod=2&amp;startYear=1985&amp;firstMonth=1&amp;endYear=2023&amp;lastMonth=12&amp;calendarAligned=true&amp;includeYTD=false&amp;initialAmount=10000&amp;annualOperation=0&amp;annualAdjustment=0&amp;inflationAdjusted=true&amp;annualPercentage=0.0&amp;frequency=4&amp;rebalanceType=1&amp;absoluteDeviation=5.0&amp;relativeDeviation=25.0&amp;leverageType=0&amp;leverage