I recently joined Andrew Horowitz on the Disciplined Investor podcast to talk about…you guessed it – financial discipline. The interview starts at the 18:30 mark and we cover lots of ground in here including:
- What does investing discipline mean to me?
- How a good financial plan is like dieting – easy in theory, but difficult in implementation.
- Why time management is the most important aspect of good financial planning and asset management.
- Simple is better, but too simple can be a problem.
- How we implement the All Duration strategy to help people navigate time in their financial plan.
- How problematic is the Fitch downgrade of US government debt? Does it matter for bonds?
- Why the US government is different from a household.
- The trouble with a fixed money supply system like Bitcoin.
- The risk of a double bump in inflation.
- What is insurance in a portfolio and do you need it?
We covered a lot of ground in here. I hope you find it helpful.