0:04 Dow hits 50,000 while most stocks lag—why it’s a meaningless headline
0:59 Robinhood and Palantir slide—speculators start getting nervous
1:39 Jason Zweig on low-volatility funds—and why timing them is a trap
1:55 Why the Dow is a terrible “index” built on 1890s math
3:22 Diversified portfolios quietly up nearly 6% YTD in early 2026
3:32 Small-cap value up 13%—the payoff of long-term discipline
4:05 “We didn’t predict this”—why diversification beats market bragging
4:54 Portfolios should already be built for downturns
5:10 The danger of reacting after markets “stumble”
7:09 Average vs. median net worth—why averages mislead
8:26 How billionaires distort financial statistics
9:09 “Lies, damned lies, and statistics” origins
10:06 AI-enhanced listener call audio and Friday Q&A podcast
10:37 DFFVX vs. AVUV—Dimensional vs. Avantis small-cap value
13:33 Why track records don’t matter for similar funds
13:53 Super Bowl sirloin cooking advice
15:17 Whole life insurance review—why to cash out in retirement
17:08 When cash-value insurance makes sense (rarely)
19:22 Surprise downloads of Christmas stories in February
20:57 Caller asks about “set-it-and-forget-it” investing
24:26 Risk tolerance when retiring soon
26:08 Using AVGE for global diversification
27:48 Why near-retirees should get professional reviews
30:28 Emergency funds—never use a Roth
31:37 High-yield savings accounts around 4%+
34:11 Portfolio balance and realistic expectations
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