Premium to Humility (guest: Neil Azous)
The Market Huddle
00:00
The 60 40 and the 60 40 Portfolio Had the Worst Year in the Modern Era
The bond market was down 14%, at one point it was down 17% or 18%. At some point, if the Fed is going to embark on a cutting cycle because they choked off credit, that bond is going to go back up in value. The 60 40 portfolio gives you a nice 10% historically on average every year for the last 20 something years.
Transcript
Play full episode
