00:00 Introduction
00:48 Can inflation be predicted?
06:15 Are we in an era of higher inflation for longer?
09:29 Thoughtful ways to consider inflation in your investment strategy
12:41 Can you name one legendary active investment manager today (besides Buffett)?
16:50 The era of the "legendary investment manager" is likely over
19:34 Should you use different investment strategies in different market regimes?
22:14 Most investors should pick one approach that works across regimes
26:05 Should taxes be a primary driver of your investment strategy?
29:48 Taxes should be a key consideration, but not the only driver
33:20 Should fees be a primary driver of your investment strategy?
37:51 Why do high-fee S&P 500 funds still exist in 401(k) plans?
40:37 Fees should be a major consideration, but not the only factor
42:18 Should your house be considered part of your investment portfolio?
48:56 Your house is a unique hybrid of a consumption and investment asset
52:34 Does avoiding a $4 daily coffee have significant investment implications?
56:34 Small purchases are fine if you can afford them; don't use coffee to shame people
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