• Episode 50 - October 2024

  • Oct 15 2024
  • Length: 22 mins
  • Podcast

Episode 50 - October 2024

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  • Summary

  • 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)
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