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Premium to Humility (guest: Neil Azous)

The Market Huddle

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The 6040 Portfolio Is Dead

The 6040 portfolio is not dead to me in the absolute sense, it's just modernizing. The idea is that the 50, 30, 20 should give you a similar outcome, but a higher risk adjusted return. I don't worry anymore than I would worry about some other subject matter. But for me, every year something blows up. It's my job to not step on that landmine.

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