Excess Returns  cover image

Excess Returns

All Weather Investing with Eric Crittenden

Oct 26, 2023
Eric Crittenden, expert in all weather investing, discusses the case for an all weather strategy, challenges of looking different from the market, international diversification, leverage, and the characteristics of a good back test.
54:56

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • A good all-weather portfolio should include assets and strategies that provide diversification and growth even during difficult market conditions.
  • Investors often favor traditional investments like stocks and bonds over true diversifiers, indicating a disconnect between their perception and actual investment choices.

Deep dives

The importance of all-weather investing

A good all-weather portfolio is one that is prepared for various market conditions and can maintain growth even during difficult periods. It should include assets and strategies that fill in potential potholes and provide diversification across multiple asset classes. All-weather investing is crucial to navigate different market environments, such as rising interest rates, inflation, or volatile periods like the COVID-19 pandemic.

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