Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More

Jan 29, 2024

01:05:47

In our first "Fact of Fiction" episode, we tackle some of the questions we have been asked or have seen out in the world recently. We discuss whether stocks and bonds are sufficient in a portfolio, retirement planning, factor investing, whether an AI driven bubble could be coming. why there wasn't a #1 rap song in 2023 and a lot more.

We hope you enjoy the discussion.

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