i think we're heading into stormier weather over the next several weeks and perhaps months. Investors ought to be prepared for that. The 60 forty portfolio, at least year to date, hasn't worked because you have a fixed income that's off actually more than equities. So i think the ti sort of anti fragile asset that has historically been fixed income may come back into the four but we need to see a softening and a thawing on the inflation front.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode