Episode 323: Flogging A Dead Horse, Jerry Parker And TFPN, Portfolio Shifts, And Portfolio Reviews As Of March 1, 2024

In this episode we answer emails from Richard, Andrew and Drew. We discuss the now much-maligned Cederburg paper (again) and listen to Cliff Asness flog it, Jerry Parker's new managed futures ETF, TFPN and guidelines for making portfolio shifts. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio. And add a note about the upcoming EconoMe Conference. Additional links: Cliff Asness Commentary About the ...