Excess Returns Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds
Dec 21, 2023
Larry Swedroe, head of financial research at Buckingham Strategic Wealth and author of multiple investing books, delves into the intricacies of alternative investing. He discusses the unique risks of illiquid assets and how they enhance portfolio optimization. Listeners learn about the advantages of interval funds, reinsurance, and managed futures, as well as the importance of diversification beyond traditional stocks and bonds. Swedroe emphasizes a disciplined, evidence-based approach to investment strategies, helping investors navigate today's complex market landscape.
Chapters
Books
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Market Dynamics and Investor Caution
01:36 • 6min
Revolutionizing Portfolio Construction
07:42 • 29min
Understanding Long-Short Factor Investing Strategies
36:44 • 3min
The Appeal of Reinsurance as an Investment
39:24 • 7min
Navigating Managed Futures and Alternative Assets
46:52 • 20min
