Why I’m not worried about higher stock and bond correlations.
The Holy Grail of Portfolio Management
Talk Your Book: Building Portfolios with AI
On today’s show, we are joined again by Chris Shuba, Founder and CEO of Helios Quantitative Research to discuss:
– The experience of a diversified investor in 2023
– Utilizing AI to build portfolios for advisors
– Helios’ latest trading service offering, and much more!
Historical Returns For Stocks, Bonds & Cash
Historical returns for stocks, bonds and cash from 1928-2023.
Americans Are Better Off Than You Think
The gool old days weren’t as great as you think.
Equal Weight Investing
Investing in sectors, the S&P 500 or equal weight S&P 500.
Animal Spirits: The Fee War Comes to Crypto
On today’s show, we discuss:
– The biggest winners and losers of 2023 in the markets
– Short-term vs. long term returns for stocks
– Why the U.S. dominates financial markets
– The problem with being right once in a row
– Bitcoin ETF fees
– Americans are richer than you think, and much more!
Historical U.S. Stock Market Returns Through 2023
A look at some updated historical U.S. stock market return data.
Updating My Favorite Performance Chart For 2023
Asset class returns for 2023.
There’s No Ozempic For Financial Decisions
Why it’s easier to change your financial habits than your diet and exercise habits.
Coasting to Retirement with a Margin of Safety
Some thoughts on the coast FIRE movement and how to think about retirement planning from a young age.
