In this episode we answer emails from MyContactInfo (x2), Chris, and Andrew.  We discuss "The Myth of Private Equity" by Jeff Hooke,  the paradox of skill and how it is applied in garden-based portfolio construction, volatility targeting as a decision making mechanism for investing and my gout, my podcast musical selections and the security of the Golden Ratio portfolio.  And we throw in a yield curve inversion video.  We do it all here.

Links:

The Myth of Private Equity book:  The Myth of Private Equity | Columbia University Press

Interview of Jeff Hooke:  361 – Jeff Hooke, Johns Hopkins - The Myth of Private Equity - YouTube

Paradox of Skill Article:  The Paradox of Skill - Farnam Street

Primer on Volatility Targeting:  An Introduction to Volatility Targeting - QuantPedia

Interview of Campbell Harvey re Yield Curve Inversion:  Predicting Economic Activity with Yield Curves - YouTube

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