Episode 50 - October 2024

In this month's episode, we cover these topics:Market Update (starts at 0:35)Portfolio Update (2:28)Philosophy Behind the Allocation (3:12)Structure of the Portfolio (6:50)Rate Cut (9:38)Inflation Sanity Check (15:55)Forward Valuations (17:07)Looking Ahead (18:38)

Episode metadata supplied by the publisher feed · Published Oct 15, 2024

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Episode 50 - October 2024

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This episode is 21 minutes long.

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This episode was published on October 15, 2024.

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