About this episode

The episode discusses the complexities of portfolio construction and evaluates various investment strategies while addressing misconceptions related to AI.

Why portfolio construction is messy, personal, and never perfect. We compare the pros and cons of several portfolio strategies, including target-date funds, risk parity, and role-based portfolios. We conclude with three AI-related fallacies that will help us better navigate the current moment. Sponsors Square - Get up to $200 in hardware Delete Me – Use code David20 to get 20% off Live Portfolio Cohort - May 2026 Insiders Guide Email Newsletter Get our  free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Asset Camp Money for the Rest of Us Plus Show Notes Money for the Rest of Us Live Portfolio Cohorts Why Everything Suddenly Is ‘Perfect’ by Paula Marantz Cohen—The Wall Street Journal Your Perfect Portfolio by Cullen Roche—Pan MacMillan My Core Investment Values by Peter Lazaroff—Peter Lazaroff Show Us Your Portfolio: Jared Dillian—Excess Returns: An Investing Podcast The dystopian fantasy of uselessness by Stephen Cane—The Financial Times Investments Mentioned State Street Bridgewater All Weather ETF (ALLW) RPAR Risk Parity ETF (RPAR) AQR Multi-Asset Fund (AQRIX) Related Episodes 491: The Five Layers of…

People in this episode

Host: J. David Stein

Topics covered

• portfolio construction
• investment strategies
• AI-related fallacies

Keywords

• portfolio
• investment
• risk parity
• target-date funds
• AI fallacies

Sponsors

Square, Delete Me

Mentioned in this episode

Organizations: Money for the Rest of Us, State Street, Bridgewater, AQR

Books & works: Why Everything Suddenly Is ‘Perfect’, Your Perfect Portfolio, My Core Investment Values, Show Us Your Portfolio: Jared Dillian, The dystopian fantasy of uselessness

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