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b'Episode 108 has a radio show format. In this one, we cover some of Meb\\u2019s Tweets of the Week and various write-in questions.\\nAfter giving us the overview of his upcoming travel, Meb shares his thoughts on our recent episode with James Montier. It evolves into a conversation about the importance of \\u201cprocess\\u201d in investing.\\nNext, we talk about a Tweet from Meb which evaluated what matters more \\u2013 your savings rate or your rate of return. As you might guess, in the early years, savings trumps, but for longer investment horizons, rate of return is far more influential.\\nIt\\u2019s not long before we jump into listener questions. Some that you\\u2019ll hear Meb address include:\\n\\nWhat is the best way to include commodities in a portfolio? Specifically, is it better to have an ETF containing futures contracts or an ETF containing commodities equities?\\n\\nObviously historical returns from bonds, especially the last 40 years, will not be repeated in the future. How will you position yourself personally \\u2013 not Trinity, but personally \\u2013 for the bond portion of your portfolio?\\n\\nWhat are some viable simple options for individual investors besides having a globally diversified bond portfolio? Or is global diversification the answer? Is the global risk somehow less risky than a U.S. bond allocation?\\n\\nStar Capital studies and your book show that ten year returns of low CAPE ratio countries are impressive. But it doesn\\u2019t tell if those returns occurs gradually, or if the path to this performance is just noise and cannot be predicted. If the path is noise, it would make sense to buy a cheap country ETF and wait at least 7-10 years. But your strategy rebalances every year. Why not hold longer to 7-10 years in total?\\n\\nI recently read that 88% of companies that were in the S&P 500 during the 1950\\u2019s are no longer in business. If every company is eventually heading towards zero, why are so few people able to make money on the short side? Shouldn\\u2019t the ideal portfolio be long the global market portfolio, with tilts to value and momentum, and short specific individual equities?\\n\\nI\\u2019ve looked at you Trinity Portfolios and noticed an allocation of 0.88% to a security. Why? Isn\\u2019t the impact neglectable?\\n\\nDo you suggest someone get a second opinion on their financial plan much as someone would get a second opinion for major surgery?\\n\\nThere\\u2019s plenty more in this episode including data mining, trend following time-frames, and what Meb\\u2019s thoughts are on ramping up equity exposure in a portfolio to offset the effects of living longer. All this and more in Episode 108.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'