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Apr 2024
48m 12s

Investing Fundamentals and What Is Attra...

J. David Stein
About this episode

In this conversation with financial advisor Josh Jalinski, David shares his views on constructing and benchmarking portfolios, factor investing including growth versus value, and managing regret. We explore a number of asset classes and strategies including dividend investing, leveraged loans, closed-end funds, equity REITs, and China. We also discuss how to manage retirement assets.

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Show Notes

Josh Jalinksi - Financial Quarterback

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