On today’s show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss what quality means to Jensen, why META was removed from the portfolio, thoughts on AI and tech bubbles, the most exciting sectors for the long term, how interest rates affect valuation models, hallmarks for great quality businesses, and much more!
Search Results for: "benchmark"
What Happens to Bonds When Stocks Go Up?
Diversification works most of the time but not all of the time.
No, The Stock Market is Not Rigged Against the Little Guy
Dave Portnoy thinks the stock market is rigged.
Animal Spirits: The Roaring Twenties
On today’s show, we discuss:
– Why the elements are in place for a boom-time decade
– Why household allocations to stocks were so low in the past
– How to lie with statistics
– Who keeps buying Treasury bonds
– Picking the AI winners in the stock market
– Some good news for homebuyers, and much more!
Retirement Planning in your 20s, 30s and 40s
Answering a handful of questions about retirement planning at various stages of life.
Avoiding Burnout & a Mid-Life Crisis
How can you avoid a mid-life crisis?
Talk Your Book: Investing for Income
On today’s show, we are joined by Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss:
– Asset allocation decisions within multi-asset funds
– How rate changes affect portfolio yield
– Investors overallocation to cash
– Understanding convertible bonds, and much more!
Historical Returns For Stocks, Bonds & Cash
Historical returns for stocks, bonds and cash from 1928-2023.
Overcoming a Cash Addiction in Your Portfolio
What to do if you’re sitting on cash but can’t pull the trigger to invest it.
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!
