Episode 238: CAPE Crusading, NEWMAN! And Portfolio Reviews As Of January 27, 2023
In this episode we answer emails from Justin and Arun. We discuss the last decade of history of the failed use of CAPE ratios as a crystal ball and the general problems with those approaches, and the inherent limitations and problems with using the personal finance recommendations of theoretical economists. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio. Additional links: CAPE Ratios Article: &nbs...
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