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Investing Fundamentals and What Is Attractive Now

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Manage episode 410487991 series 3234219
Content provided by Money For the Rest of Us and J. David Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money For the Rest of Us and J. David Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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506 episodes

Artwork
iconShare
 
Manage episode 410487991 series 3234219
Content provided by Money For the Rest of Us and J. David Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money For the Rest of Us and J. David Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

Sponsors

NetSuite

Monarch Money – Get an extended 30-day free trial

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

Josh Jalinksi - Financial Quarterback

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

506 episodes

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