Welcome to Money for the rest of us. This is a personal finance show on money, how it works, how to invest it, and how to live without worrying about it.

I'm your host David Stein. Today is episode 473. It's titled Investing Fundamentals

and What is Attractive Now. Today's episode is an edited version of a conversation I had with financial advisor Josh Jilinsky.

The interview originally aired on Josh's Financial Quarterback Radio Show and Podcast.

The Radio Show is broadcasts each Saturday on W-O-R-7-10 in New York City.

In the episode, Josh and I cover a number of topics on investing fundamentals

including benchmarking portfolios, portfolio construction and factor exposure,

growth versus value investing, behavioral finance, including managing

regret, investing in leveraged loans, closed-end funds. We talk about China,

ESG investing, dividend investing, and retirement investing.

Josh Jelinsky is the founder, CEO, Chief Investment Officer and portfolio Manager at Jelinsky Advisory Group.

Josh founded his firm in 2005 with the aim of helping people put together a financial game

plan to maximize wealth, reduce risk, and protect their lifestyle in retirement.

I hope you enjoy this conversation on a variety topics that Josh Jelinski and I had.

Hi everybody, this is Josh Jelinski, the Financial quarterback.

And we've been joined by legendary podcast hosts since 2014, David Stein, founder of money for the rest of us.

So in 2014, I had a guy who had a podcast on finance, a million downloads like you since 2009.

Everybody wants a podcast now, but 2014,

it was not easy to do.

It was kind of a new thing.

So describe your origin story in podcasting, David.

Sure, so I left the institutional investment business in 2012. I worked for an asset management firm, or the chief investment strategist, and retired, I called myself retired for a little bit in my

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