Episode 518: Top Of The T-Shirt Campaign (Part Deux!) Kick-Off, Fun With Assorted Listener Allocations And Crystal Balls, And Portfolio Reviews As Of June 12, 2026

In this episode we first kick off the Top of the T-Shirt Campaign Part Deux (!) for the Father McKenna Center and explain why matching funds, donated resources, and volunteers make every dollar go further. Then we answer emails from Aaron, Hostile Witness, and Jenzo. We discuss improving on the Permanent Portfolio , managed futures, leverage, drawdowns, and why we prefer diversification over CAPE-wearing Sonias. And THEN we our go through our weekly portfolio reviews of the eight samp...