Bouncing Around

Talking Real Money - Investing Talk

Don McDonald

Investing, Education, Business, How To

4.5 • 810 Ratings

🗓️ 6 March 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode of "Talking Real Money," Don and Tom discuss investment risk using "volatility scores" to compare investments. They break down how the ARK Innovation ETF's higher returns come with extreme volatility and steeper losses compared to the Vanguard Total World Stock Index. They answer listener questions, suggesting a fee-only fiduciary advisor to someone with a broker-built portfolio of individual stocks and annuities. They also recommend a retirement plan update for a long-time follower moving from saving to spending phase. Throughout the show, Don and Tom emphasize understanding investment volatility, diversification, and portfolio rebalancing with their trademark mix of financial know-how and friendly banter. [0:04] Intro to Financial Freedom [1:55] Don's Vision Pro Experience [3:03] Understanding Risk as Volatility [5:35] Types of Investment Risk [7:18] Portfolio Drawdown Concerns [9:48] ARK ETF's Extreme Volatility [13:22] Index Fund Rebalancing [14:13] VT vs ARKK Performance Comparison [16:53] Listener Questions Begin [24:51] Finding a Fiduciary Advisor [31:16] Transitioning to Retirement Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Oh, that's my prime delivery.
0:01.6	What, already?
0:02.7	Only one thing can match the buzz of Prime's fast delivery.
0:06.2	And that's the buzz of Prime's entertainment.
0:09.0	What are we watching?
0:09.7	Heads of state, that new action comedy with Idris Elber as the Prime Minister,
0:13.3	John Sina as the president, and Priyanka Chopra Jonas, as their only hope.
0:17.0	It looks like a blast.
0:18.3	From fast delivery to explosive entertainment, it's on Prime. For only
0:23.0	899 a month, join now. Content includes limited ads, subscription or to renews. For more information,
0:28.2	go to amazon.com.uk.U.K. slash Prime.
0:35.0	Reality for a really great future.
0:38.0	We're talking real money.
0:40.7	Well, we want to thank you all for continuing to support the crappiest stocks in the world with your money.
0:50.8	Thank you so much for continuing to give us something to talk about because
0:54.7	here's the deal. Think about this for a minute. I was thinking about this before the show started.
1:00.5	Oh, hi, I'm Don. That's Tom. This is talking real money, the podcast. What would CNBC do if they truly espouse the same types of beliefs we do?
1:14.6	That markets are efficient, that nothing beats diversification, that there's no point in trying
1:21.5	to time the market or beat the market because there is no effective strategy to do so.
1:25.9	What would they fill their day with on CNBC if they didn't believe that, that, or if they
1:33.6	did it, I don't know that they even believe it, espouse buying the hot stocks and timing
1:38.2	the market, all of this stuff.
	...

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