Episode 162: Approaching Brazilian TIPs, Treasuries, Insurance Companies, Sector Concentrations And Portfolio Reviews As Of March 25, 2022

In this episode we answer emails from Luis from Brazil, Paul, Alexi (His Dude-ness), and MyContactInfo (a different one). We discuss how to analyze Brazilian TIPs and other role-based assets, the trials and tribulations of treasury bonds, the oddly extraordinary performance of property and casualty insurance companies in times like these, tax considerations in fund-picking and what concentrations in particular stock fund sectors do in risk-parity portfolios. And THEN we our go th...