We discuss:
- The limitations of dividend-focused investing strategies
- Asset allocation insights from the Talmud
- A different perspective on the Fed's recent performance
- Meb's view on wealth as a means to freedom
- The case for significant trend following allocation in portfolios
- The question Meb would ask Jack Bogle about market valuations
0:00 - Intro
4:00 - Dividends Are Overrated
13:10 - Building a Portfolio Based on the Talmud
17:05 - Every Investment Makes You Richer or Wiser, But Never Both
21:27 - Has the Fed Done a Good Job?
27:37 - Wealth = Freedom
35:14 - The One Question for Jack Bogle
42:19 - Should More Investors Use Trend Following?
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