Why does the financial media hate the 60/40 portfolio so much?
A Short History of the 60/40 Portfolio
Animal Spirits: Finally, A Slowdown
On today’s show, we discuss:
– The cooling labor market
– Why the 60/40 portfolio looks more attractive now
– Why the Fed is in a tough spot
– Why everyone hates this economy
– How to become a millionaire
– Realtor commissions
– Reclining your seat on a plane, and much more!
Seeing Both Sides of the U.S. Economy
Cognitive dissonance in the economic discourse.
Talk Your Book: Betting on Duration
On today’s show, we are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss:
– Making bets on duration
– Risks on the short and long end of the treasury curve
– Finding asymmetries in the fixed income market, and much more!
How to Become a Millionaire
Building wealth slowly works.
This is a Wonderful Market for Dollar Cost Averaging
Small cap stocks look cheap.
What If This Time is Different For the Stock Market?
It’s hard to be greedy when others are fearful.
Animal Spirits: The Biggest Rug Pull of Our Lives
On today’s show, we discuss:
– Why so many people hate this economy
– Anecdotes vs. data
– A depression in the mortgage industry
– The good news about falling stock prices
– Small caps look cheap
– Consumers need a recession, and much more!
Complacency in the U.S. Economy
Recessions don’t happen nearly as often as they used to. Maybe we’ve become complacent about econmic volatility.
Talk Your Book: Investing in Luxury
On today’s show, we are joined by Brendan Ahern, CIO of Kraneshares to discuss:
– The creation of Kraneshares Luxury ETF
– Demographic trends and utilizing the wealth affect
– Challenges in investing in international markets
– Luxury dynamics in a recession, and much more!
