Excess Returns  cover image

Show Us Your Portfolio: Ben Hunt

Excess Returns

00:00

The Role of Debt in My Life

Sally Kohn: Debt is something I struggle with a lot too. How do you think about the role of debt in your life? She says it can be a real motivator for people like her, who are levered long on their home and children's education. But if they're not able to sleep well at night due to stress or lack of sleep, she writes, "it just eats at them" So how would you approach public portfolio investments today? You've talked about how narrative really drives markets these days. It could help us understand what we should focus on more than fundamentals.

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