How to Build a Micro Balanced Fund

Brockton: There's a lot of people looking for this trade. And you can blame them in an era of financial repression where bonds are yielding less than the inflation rate, right? The stock market is going up. Great trade. But all these guys were smart enough to realize that trade's coming to an end. We're just not sure when. So if I'm going to build something, let's actually build something that's going to have long legs"