
Long-Term Bullish (EP.277)
Animal Spirits Podcast
00:00
Is 60 40 a New 60 40?
In previous years Maybe 70 30 was the new 60 40 with a 10 year below 2% I think that made a lot of sense But now maybe 60 40 is a new 60 40 you could actually yes You actually have fixed income and you're fixed income portion. Never Microsoft or money at like I don't know 20 percent of the treasury was like yeah flows into short-term treasury funds are spiking Which again makes aA good example of be careful what you wish for We spoke to a lot of investors over the last Few years who were understandably Not thrilled with what they were able to get in bonds And now you're getting a lot but there were some pain along the way.
Transcript
Play full episode