I was on the Disciplined Investor podcast over the weekend with Andrew Horowitz discussing China’s “black box” of finance and some of the ways in which investors can stress test their portfolios. We move into the area of robo-advising and how that may be hazardous to your health over the long-term. We also touched on the craziness in the markets, Modern Portfolio Theory and my concept of the “Savings Portfolio”. I come on around the 13 minute mark.
I hope you enjoy it.
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.