Listen "E80 - Charting a course"
Episode Synopsis
Episode 80 - Charting a courseDo you have an Investment Policy Statement? If not, maybe you should.In this episode JJ revisits the tenets of the VISION model last mentioned in Episode 50 and then dives into the Investment Policy Statement to talk about what it is, why you need one, and what you might want to put in yours.Then we close out the Episode by reviewing JJ’s own Investment Policy Statement.IPS sample format and content provided by Claude AI from Anthropic.
More episodes of the podcast The Piggy Bank Chronicles
EP 88 - Is Utopia a 4 letter word?
17/11/2025
E87 - Alignment
03/11/2025
E86 - Paris is lovely this time of year
20/10/2025
E85 - Chief Executive Me
06/10/2025
E84 - Small is the new big
22/09/2025
E83 - Super heroes wear a CAPE
08/09/2025
E82 - Catch me if you can
25/08/2025
E81 - Help, it’s an emergency!
11/08/2025
E79 - Sticks and stones
14/07/2025
E78 - Vino and Dinero
30/06/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.