Simple, but Not Easy

125 Episodes

1. The Sustainability Stress Test

   Published: 9/7/2021
2. Our Global Convictions Following Q2 2021

   Published: 7/28/2021
3. 2021 Inflation Insights

   Published: 7/12/2021
4. Global Energy Stocks: In Structural Decline or a Buying Opportunity?

   Published: 6/28/2021
5. Our Reactions: 2021 Berkshire Hathaway Annual Meeting

   Published: 6/14/2021
6. Our Investment Convictions: Searching for Select Opportunities

   Published: 5/10/2021
7. Will Consolidation Destroy Personalization for Financial Advisors?

   Published: 4/26/2021
8. We're Temporarily Moving to a Biweekly Cadence

   Published: 4/19/2021
9. Dividend Stocks: How Coronavirus, Value/Growth, and Interest Rates Have Affected Income

   Published: 4/12/2021
10. Is Dollar-Cost Averaging Irrational? Compared to What? (Ep. 30 Rebroadcast)

    Published: 4/5/2021
11. To Annuitize or Not? (Episode 35 Rebroadcast)

    Published: 3/29/2021
12. Rules as Tools: Using Heuristics to Help Empower Financial Success

    Published: 3/22/2021
13. South Korean Stocks: Has the Luster Faded After a Strong Finish to 2020?

    Published: 3/15/2021
14. Demonstrating ESG Commitments for Advisors and Investors

    Published: 3/8/2021
15. GameStop, Reddit, & Robinhood vs. Investing for the Long Run

    Published: 3/1/2021
16. From 'the Ibbotson Chart' to Popularity: Lessons Learned From 5 Decades of Asset Allocation

    Published: 2/22/2021
17. Our Investment Convictions: Finding Balance After a Significant Q4 Rebound

    Published: 2/8/2021
18. Pairing Portfolios With an Investor's Goals

    Published: 2/1/2021
19. Daniel Needham: How Changes in Active Management May Create Opportunities for Investors

    Published: 1/18/2021
20. Theories, Crowds, Bubbles, & Bees: Daniel Needham on Contrarian Investing (Ep. 27 Rebroadcast)

    Published: 1/4/2021