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.
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