00:00:00 Introduction and overview of the 60/40 portfolio
00:03:34 Why you might need something beyond the 60/40 portfolio
00:08:03 The importance of a systematic approach to asset allocation
00:12:52 Discussion of the permanent portfolio
00:17:31 Introduction to risk parity strategies
00:21:33 Explanation of return stacking
00:27:14 Jack's approach at Validea Capital
00:36:13 Matt's approach at SunPoint Investments
00:46:37 Overview of Nomadic Samuel's work on Picture Perfect Portfolios
00:49:12 Deep dive into the "Fortress Portfolio" example
00:56:20 Considerations for new ETF vehicles and strategies
00:58:15 The importance of behavioral aspects in investing
01:00:26 Closing thoughts and wrap-up
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