Why total return matters more than your yield when investing.

What it would take for value to outperform growth.

Why recessions change how investors position their portfolios.

The best assets to protect your portfolio against inflation.

Is it finally time for tech to underperform.

Asset class performance over the past 10 years.

On today’s show Michael and I talked with Rusty Vanneman, CIO at Orion about direct indexing.

Michael and Ben talk with George Milling-Stanley, Chief Gold Strategist at SSGA.

My presentation on diversification and why I think online conferences might work.

How diversification can help manage bad luck.