Chris Cole, Artemis Capital Management - You Want To Diversify Based On How Assets Perform In Different Market Regimes | #317
The Meb Faber Show - Better Investing
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The 100 Year Portfolio
The last 40 years have been one of the most incredible periods of growth for bonds and stocks. 91% of the performance of a stock bond portfolio over the last 100 years has come from just the period between 1982 and 2007. This kind of pro-reflexive virtuous cycle between lower interest rates, which peaked 17% in the early 80s that have dropped all the way down to zero. Demographic boom with baby boomers coming to the workforce, lower taxation, deregulation, globalization,. all these things have been very helpful for asset prices, both stocks and bonds.
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