Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Not Your Average Financial Podcast™. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Not Your Average Financial Podcast™ or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Episode 403: Backtesting IULs and Stocks. When Past Performance Doesn’t Even Predict Past Performance!

14:14
 
Share
 

Manage episode 484302174 series 1610796
Content provided by Not Your Average Financial Podcast™. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Not Your Average Financial Podcast™ or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode, we ask:

  • What was born 129 years ago today?
  • What has Mark learned?
  • Have you ever seen the phrase, past performance is no guarantee of future results?
  • What about marketing?
  • What about backtesting?
  • What is an index?
  • How is the Dow Jones constructed?
  • How are the stocks in the S&P weighted?
  • What is the supersized Dow?
  • What about target date funds (TDFs)?
  • Where do TDFs live?
  • What about options?
  • What about make-believe simulations?
  • Does past performance reflect past performance?
  • What about the real-time rapid change in the numbers?
  • What factors should we consider?
  • Why bet your retirement on backtesting?
  • What about historical averaging?
  • What about broader trends and contractual guarantees?
  • What about IULs?
  • What about charts looking at a dollar invested in 1929…?
  • Can you drive your car forward by looking in the rearview mirror?
  • What are the takeaways?

  continue reading

340 episodes

Artwork
iconShare
 
Manage episode 484302174 series 1610796
Content provided by Not Your Average Financial Podcast™. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Not Your Average Financial Podcast™ or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode, we ask:

  • What was born 129 years ago today?
  • What has Mark learned?
  • Have you ever seen the phrase, past performance is no guarantee of future results?
  • What about marketing?
  • What about backtesting?
  • What is an index?
  • How is the Dow Jones constructed?
  • How are the stocks in the S&P weighted?
  • What is the supersized Dow?
  • What about target date funds (TDFs)?
  • Where do TDFs live?
  • What about options?
  • What about make-believe simulations?
  • Does past performance reflect past performance?
  • What about the real-time rapid change in the numbers?
  • What factors should we consider?
  • Why bet your retirement on backtesting?
  • What about historical averaging?
  • What about broader trends and contractual guarantees?
  • What about IULs?
  • What about charts looking at a dollar invested in 1929…?
  • Can you drive your car forward by looking in the rearview mirror?
  • What are the takeaways?

  continue reading

340 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play