We explore what strategy and systems are and how we craft and change them. We consider how investment strategies and financial systems have changed over the decades and why this matters to your financial decisions.

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Show Notes

Ruminating on Asset Allocation by Howard Marks—Oaktree Capital

Michael E. Porter—Harvard Business School

This Is Strategy by Seth Godin—Simon & Schuster

Victor Meets the Boglehead by Victor Haghani & James White—VettaFi Advisor Perspectives

Static vs Dynamic Asset Allocation; Victor Meets the Boglehead—Bogleheads.org

Tim Cook on Why Apple’s Huge Bets Will Pay Off By Ben Cohen—The Wall Street Journal

Related Episodes

491: The Five Layers of Investing

451: How Much Should You Invest in Stocks? The Art of Position Sizing in a Volatile Market

420: Does a 60/40 Balanced Portfolio Still Work?

397: How To Invest Based on Cycles

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