Talking Real Money - Investing Talk
Financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).
Talking Real Money - Investing Talk
With the Cost?
•
Don McDonald
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Don and Tom revisit the eternal temptation to beat the market, dismantling the appeal of equal-weight indexes and active management claims by highlighting implementation costs, tax drag, and decades of underperformance data. They explain why diversification isn’t about bragging rights but smoother returns and disciplined risk management. Callers tackle portfolio rebalancing for a multimillion-dollar account (with a strong case made for elegant simplicity), sibling stock-picking rivalries, and small-business 401(k) options
0:04 Beating the market. Four decades of “sure things” that weren’t.
2:44 Equal-weight vs. cap-weight. Smart idea… until costs show up.
4:58 Why diversify beyond the S&P 500. Smooth ride over bragging rights.
6:03 Theory vs. reality. Execution costs ruin beautiful strategies.
7:30 Active managers as “teammates.” The SPIVA reality check.
15:43 Small-business 401(k)s. More options, Vanguard pricing breakdown.
20:59 Caller Dan: Rebalancing a $3M portfolio. Simplicity wins.
28:33 Caller Glenn: “My brother beats the market.” Luck vs. skill.
33:56 Caller Dale: Virtual access and post-event recordings.
Learn more about your ad choices. Visit megaphone.fm/adchoices
0:04 Beating the market. Four decades of “sure things” that weren’t.
2:44 Equal-weight vs. cap-weight. Smart idea… until costs show up.
4:58 Why diversify beyond the S&P 500. Smooth ride over bragging rights.
6:03 Theory vs. reality. Execution costs ruin beautiful strategies.
7:30 Active managers as “teammates.” The SPIVA reality check.
15:43 Small-business 401(k)s. More options, Vanguard pricing breakdown.
20:59 Caller Dan: Rebalancing a $3M portfolio. Simplicity wins.
28:33 Caller Glenn: “My brother beats the market.” Luck vs. skill.
33:56 Caller Dale: Virtual access and post-event recordings.
Learn more about your ad choices. Visit megaphone.fm/adchoices
