Animal Spirits Episode 17: Phony Happiness

On this week’s Animal Spirits with Michael & Ben we discuss:

  • How hard it is to predict what’s going to transpire over the short-term in the markets.
  • The pros & cons of private equity.
  • The phony happiness provided by private equity reporting.
  • What would a permanent portfolio look like to us?
  • Why picking an asset allocation is easy…
  • …but sticking with it is not.
  • The new factor ETFs from Vanguard
  • Should Harvard just invest in index funds?
  • Scary market predictions.
  • How and why I started this blog and more.

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