Apr 15

There Is No Perfect Portfolio. Just Good Enough

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 c ... Show More

27m 28s

Apr 1

A MFTROU Update, Cognitive Offloading Versus Cognitive Surrender, and Live Portfolio Cohorts

In this mini episode, I share some examples of how I am using Claude Cowork and other tools to boost my productivity and build investment portfolio analysis tools. I also share more details on the live portfolio cohorts we will be holding next month.You can learn more about our l ... Show More

7m 6s

Mar 25

Is Another Great Financial Crisis Coming? 5 Ways to Prepare

How the Iran conflict and other developments could lead to another major financial crisis. What is different today from 2008? Why trying to seed a revolution is so risky. And finally, what can we do to prepare ourselves for the next financial crisis?SponsorsDelete Me – Use code D ... Show More

27m 14s

Feb 2022

Special Episode: Changing Tides - Water Scarcity

Water scarcity brings unique challenges in the path to a more sustainable future. Solving for them will mean both risk and opportunity for governments, corporates, and investors. -----Transcript-----Jessica Alsford Obviously, everyone's ... Show More

8m 38s

Jul 2023

Understanding the Real Fight Over Water in Arizona

Arizona recently announced new constraints on housing development in the areas around Phoenix. At issue is water rights and scarcity, which have been a challenge for the US Southwest for as long as people have been living there. That being said, the region is currently in the mid ... Show More

47m 27s

Sep 2023

Arizona’s Pipe Dream

A Times investigation revealed that in much of the United States, communities and farms are pumping out groundwater at alarming rates. Aquifers are shrinking nationwide, threatening supplies of drinking water and the country’s status as a food superpower.Christopher Fla ... Show More

39m 3s

May 2023

Behind the historic deal to save the Colorado River

In the western US a landmark deal to protect one of the country's most important waterways has finally been reached. The Colorado River serves more than 40 million Americans across multiple states, but it’s drying up at an alarming rate. Drought, overuse, and climate change are l ... Show More

56m 26s

Feb 2023

‘Dead pool’, drought and a drying Colorado River

The Colorado River – the lifeblood of the American southwest – is drying up. The river’s basin supplies water to 40 million Americans across seven states, plus two states in Mexico. It’s partly because of climate change, a major drought, and because of century-old rules that gove ... Show More

24m 19s

Feb 2024

A pause in US gas export approvals: a big win for the climate?

The US is the world’s largest exporter of liquefied natural gas (LNG), super-cooled to about -160 °C (or -260 °F) so it can be shipped in tankers. An investment boom means export capacity will soar over the next few years. But last month the Biden administration signaled it wa ... Show More

54m 5s

Jun 2024

Preparing for a Water Crisis

Each of the last 12 months has become the hottest ever on record and the UN Secretary General has warned that countries must act on the climate crisis within the next year and a half. This week Audie talks to Bill Weir, CNN’s Chief Climate Correspondent, about how the climate cri ... Show More

32m 37s

Jan 2023

7 States, 1 River and an Agonizing Choice

In the United States, 40 million people in seven states depend on water provided by the Colorado River.After 20 years of drought, the situation is dire and the river is at risk of becoming a “deadpool,” a condition in which there is not enough water to pass through the ... Show More

23m 45s

How Profits Motivate Change