The Power of Humility in Investing with Dan Rasmussen (EP.216)
Release Date: 08/06/2025
How to Choose Your Stock/Bond Mix (and Stick With It When Markets Get Ugly) (EP.236)
The Long Term Investor
Get updates for my new book: ----- Most people think “risk” means volatility. In this episode, I define risk the way long-term investors actually experience it: the risk of failing to fund your life. Then we turn that definition into a practical plan–choosing a stock/bond mix you can live with, deciding what goes in each sleeve, and rebalancing with rules instead of gut feel. Listen now and learn: ► A clearer way to think about risk before you pick an allocation ► The two-part test that determines your stock/bond mix ► How cash fits (and where it doesn’t) when...
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Why Your Bond Questions Are Really About Cash (EP.235)
The Long Term Investor
Get updates for my new book: ----- Bond ladders, bond funds, money markets—if those words have you second‑guessing your plan, this episode will clear the fog. Inspired by questions from my Perfect Portfolio book‑updates list, I explain why many “bond” debates are actually cash management problems in disguise—and how to build a simple system that helps you stay disciplined when markets get ugly. Listen now and learn: ► How to tell—quickly—whether you’re making a portfolio decision or a cash decision ► The “comfort trade” most investors accept with bond...
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Index vs Factor Investing (EP.234)
The Long Term Investor
Get updates for my new book: ----- Index funds are often pitched as the no-brainer choice for long-term investors—but are they the only rules worth following? In this episode, I use one of my favorite analogies to explain how indexing and factor investing evolved, how they differ, and how to decide which mix fits your goals and behavior. Listen now and learn: ► Why indexing became the “radar gun” of investing—and what it actually guarantees you ► The key trade-offs baked into market-cap-weighted index funds that most investors never think about ► What “factors”...
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What Is The Market Portfolio—And How Should It Influence How We Invest? (EP.233)
The Long Term Investor
You don’t have time to sift through endless financial content. That’s why I do it for you. Get my top 5 must-read articles every week in a quick, easy-to-digest email. . ----- Most of us feel like we “own the market” with a U.S. stock index and a core bond fund. But the real global market portfolio — the value of every investable asset in the world — looks very different. And once you see that full picture, it changes how you think about international stocks, alternatives, and how far you may be drifting from the true market mix. In this episode, I break down what the world...
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The Latest Innovation in ETFs and Mutual Funds: Share Class Exemptive Relief, Explained — with Marlena Lee (EP.232)
The Long Term Investor
You don’t have time to sift through endless financial content. That’s why I do it for you. Get my top 5 must-read articles every week in a quick, easy-to-digest email. . ----- Dimensional Fund Advisors’ Marlena Lee joins Peter to unpack the SEC’s share class exemptive relief—the change that lets one portfolio be offered as both a mutual fund and an ETF. Listen now and learn: ► Why one portfolio offered as both an ETF and a mutual fund is a game changer for investors ► How the cash-vs-basket plumbing drives taxes and who ends up with capital gains distributions...
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Before You Add Alternatives: How to Tell if Private Markets Fit Within Your Plan (EP.231)
The Long Term Investor
Get an inside look at what’s shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I’m reading—straight to your inbox. . ----- In this rebroadcast, Peter sits in the guest chair to explain why he rarely recommends private markets—and the specific situations where they do belong. He lays out a clear filter built around liquidity, purpose, access, and behavior so you can decide whether private investments fit in your plan. Listen now and learn: ► A simple decision framework for alternative investments ► Why Peter is more...
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Year-End Equity Comp Playbook With John Owens (EP.230)
The Long Term Investor
Your finances have layers—investments, taxes, planning for the future. If you want a second set of eyes, Peter opened up a few spots for a quick, no-obligation call. . ----- Equity compensation can turbocharge wealth—and taxes. Brooklyn Fi managing partner John Owens joins Peter to share a clear year-end playbook for RSUs, ISOs/NQSOs, and ESPPs, including how to avoid AMT surprises, right-size withholding, and unwind concentrated stock positions. Listen now and learn: ► A simple order of operations for year-end equity comp decisions ► RSU withholding pitfalls (and how to...
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Why Everyone Suddenly Loves Gold (and What Could Go Wrong) (EP.229)
The Long Term Investor
Want a peek behind the scenes? Get my top 5 must-read financial articles that keep me ahead on innovative planning and investment strategies—exclusive, curated, and straight to your inbox bi-weekly when you . ----- Gold just cleared $4,000 an ounce while stocks hover near highs—a rare split-screen of optimism and caution. In this episode, I break down what’s actually pushing gold up, stress-test its “safe haven” reputation, and evaluate whether it truly protects against inflation. We’ll finish with a simple, rules-based way to decide if gold deserves a small place in a...
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Stop Keeping Score: Power & Fairness With Money Ft. Heather and Doug Boneparth (EP.228)
The Long Term Investor
Most financial mistakes happen because people don’t see the full picture. My Net Worth Worksheet helps you track everything in one place—so you stay informed. . ------ Money talks fall apart when couples keep score. In this episode, Heather and Doug Boneparth show how fairness—not 50/50—actually works in real life, and how power shows up through invisible labor, access, and decision rights. You’ll hear practical ways to reset the dynamic so conversations feel collaborative instead of adversarial. Listen now and learn: ► A fairness framework to replace 50/50 splits and tit-for-tat...
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Should You Move to Cash When Markets Hit All-Time Highs? (EP.227)
The Long Term Investor
Get an inside look at what’s shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I’m reading—straight to your inbox. . ----- Markets have hit record levels dozens of times this year, and the headlines are filled with uncertainty. It’s no wonder investors are asking whether now is the time to take some chips off the table. In this episode, I share what I told USA Today when they asked me the same question — and explain why new highs don’t necessarily mean markets are due for a fall. Listen now and learn: ► Why all-time highs are...
info_outlineGet updates for my new book: https://Theperfectportfoliobook.com
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Dan Rasmussen, author of The Humble Investor, joins me to unpack the overlooked superpower of humility in investing. We discuss why market forecasts often go wrong, how overconfidence fuels financial mistakes, and where conventional wisdom can lead investors astray. Dan also reveals the hidden risks in popular private market strategies.
Listen now and learn:
► Why humility can help investors navigate market volatility.
► The misunderstood truth behind value investing.
► The risks investors overlook in emerging markets.
► What most people get wrong about private equity and private credit.
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
(02:46) Why We Misread the Future: Forecasting, Volatility, and the Illusion of Precision
(09:06) How Humility Improves Investment Models and Decision-Making
(13:39) The Real Reason Value Investing Works—And When It Doesn’t
(19:25) Why Value Investing Struggled in the U.S. But Not Abroad
(24:29) The Case for Geographic Diversification and Caution on Emerging Markets
(30:46) The Risks of Overallocating to Private Equity
(36:14) The Danger Behind Private Credit’s Appeal
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).