EPISODE · Mar 26, 2026 · 40 MIN
Modern Portfolio Theory and Efficient Market with Teresa Roop | The Dale Buckner Podcast Ep. 279
from The Dale Buckner Podcast · host Dale Buckner
Dale Buckner sits down with Wealth Advisor and Co-host Teresa Roop to discuss how investors can build an optimum portfolio using principles from Modern Portfolio Theory (MPT), originally developed by economist Harry Markowitz. During the discussion, Buckner explains that an optimum portfolio is designed to achieve the most efficient balance between risk and return. Dale also highlights the importance of following Dale’s 8 Rules of Investing, a framework intended to help investors stay disciplined and make informed, rational decisions rather than emotional ones.
What this episode covers
Dale Buckner sits down with Wealth Advisor and Co-host Teresa Roop to discuss how investors can build an optimum portfolio using principles from Modern Portfolio Theory (MPT), originally developed by economist Harry Markowitz. During the discussion, Buckner explains that an optimum portfolio is designed to achieve the most efficient balance between risk and return. Dale also highlights the importance of following Dale’s 8 Rules of Investing, a framework intended to help investors stay discipl...
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Modern Portfolio Theory and Efficient Market with Teresa Roop | The Dale Buckner Podcast Ep. 279
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