#73 Investing 301

Time in the market beats timing the market. Joe calls that investing 101, and this episode isn't 101. Joe walks through how the portfolios he builds are actually put together, and why the answer to "why A and not B" can't be a hunch. "You don't want Joe out there saying, I just have a gut feeling," he says. The thinking goes back to the academics he studied when he first got licensed, about 30 years ago: Eugene Fama, Ken French and Harry Markowitz. "It's not my philosophy," Joe says. "It's on...