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Bear Market Math (EP.280)

Animal Spirits Podcast

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Is the 60 40 Dead?

The 60 40 has been buried like six times already this year. The prospects for retiree portfolio now or some sort of asset liability matching is better than it's been in probably 15 years. If you add on anything above 2%, 3% of inflation, you're probably getting an inflation adjusted 4% yield on tips right now. You need that inflation kicker to be stable if you put all your money into bonds.

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