Excess Returns  cover image

Systematic Global Macro Investing with GMO’s Martin Emery

Excess Returns

00:00

Introduction

Justin Carbonow and Jack Forehand are principles at Validia Capital Management. The expect return from 60-40 is essentially zero or a cache at best, they say. Over 100 years there have been 20 periods where it returns zero for 10 years. Join us as we talk about the strategies and tactics that can help you become a better long-term investor.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app