

Why The 60-40 Portfolio Is Broken… And How To Fix It
Feb 2, 2024
This podcast challenges the traditional 60-40 portfolio and explores alternative investments. They discuss the impact of high inflation, the role of technology in investment strategies, private credit lending, long volatility strategies in times of crisis, and the importance of understanding fees in investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Understanding Traditional Investments vs Alternative Investments
01:39 • 2min
The Impact of High Inflation on Investment Strategies
03:25 • 3min
The Evolution of Technologies and Investment Strategies
06:43 • 13min
Exploring the World of Private Credit
20:11 • 2min
Long Volatility Strategies in Times of Crisis
21:48 • 14min
Understanding the Impact of Fees on Investment Returns
36:10 • 14min