
Episode 205: Bonds On The Run, More Cowbell And Portfolio Reviews As Of September 9, 2022
Risk Parity Radio
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The Most Leveraged Portfolio on the Block
Frank Vasquez: All of these portfolios have leveraged funds in them, which makes them hideous in a year like this. He says everybody is waiting with bated breath for the next CPI print and then what the Fed has to say about interest rates. Last report I saw was that there was an 82% chance of a 3.25 point rate hike. But now I see our signal is beginning to fade he says.
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