Episode 526: Celebrating Your Generosity, Some Unusual Cowbell, Young Listener Correlation Questions, Investing A Windfall, And Portfolio Reviews As Of July 10, 2026
In this episode we answer emails from I Have No Name, Shellie, Midwest Nice, and Mr. Ed (a motley crew indeed!). We discuss some massively funny generosity to our Top of the T-Shirt Campaign for the Father McKenna Center, an odd small cap value fund in a 401(k) and the issues surrounding holding too much cash, how stocks and long-term treasury bonds can both rise while still showing negative correlation and how that relates to the Four Quadrant Model, and redeploying proceeds from the s...
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