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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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me, babbling with Chuck Jaffe

David_Snowball
in Fund Discussions
Chuck called and asked for time on his show. I nodded. Liz Ann Sonders was the star attraction, and I got slotted into the corner usually reserved for money managers. There's no real way to anticipate what Chuck will ask, so it's not exactly mellifluous. He does send of list of (now 425) funds that listeners have asked about (at some point in the past 20 years, I suppose), and asks if I would do a "lightning round" on five of them.

Snowball on Money Life

At base I tried to explain my philosophy on portfolio construction (roughly: fiddling is a disaster, make a sensible plan, walk away, enough life), answered an impromptu question on "what you like right now" (uhhh ... CrossingBridge) and then takes on five funds, two of which were closed.

For what all of that is worth,

David

Comments

  • CrashCrash
    edited January 9
    Hey, Chuck! STOP SCREAMING!
    David, I was enlightened by what you shared. Thanks.
  • DaveSch
    It's always nice hearing you on with Chuck, David. I'm a daily listener to Chuck's program and have been for years. One of the other times you were on, Chuck asked abuut a fund request I had sent him.
  • yogibearbullyogibearbull
    edited January 9
    Audio

    At 0:14:30 - Short Intro of David SNOWBALL.

    At 0:34:00-0:56:50 - Discussions: 1940 Act OEFs are history, ETFs are in. MFO focuses in ACTIVE management, but the name MFO stays - too expensive to change name & URLs & do related PR. Ignore the hype of leveraged funds. Don't over diversify. David SHERMAN's funds were "picks", Cathie WOOD's "panned". Q&A follows.
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