Warren Buffett generally doesn’t use his yearly letter to shareholders to push for policies that would line his pockets or those of his company’s, Berkshire Hathaway, and doesn’t often use…
Author: Validea
Cash Pays More Than 60/40 Portfolio
For the first time in over 20 years, the traditional 60/40 stock-and-bond portfolio is paying out less than some of the most risk-free securities, reports an article in Bloomberg. The…
Show Us Your Portfolio: Corey Hoffstein
In our latest Show Us Your Portfolio episode, we speak with Newfound Research founder Corey Hoffstein. We discuss how he constructs his personal portfolio and how he applies concepts like…
The Basics of Goals-Based Financial Planning
In this episode, we talk about the basics of goals-based planning. We discuss how to define goals, how to balance multiple goals, how to think about future return assumptions and…
The Most Important Investing Lesson: Paul Tudor Jones
Jack Schwager shares the most important lesson he thinks investors can learn from Paul Tudor Jones. See Full Interview with Jack Schwager
Investing Shorts: You Don't Have to Update Your Portfolio for Inflation If It Is Already Built to Withstand It
Wes Gray explains why he isn’t changing his portfolio to account for high inflation. See Full Interview with Wes Gray
The Four Pillars of Macro with Andy Constan
In this episode we speak with Damped Spring Advisors founder Andy Constan. Andy has built a unique macro framework that incorporates growth, inflation, flows and risk premia. We discuss a…
Morgan Stanley: S&P 500 Could Fall in 2023
The S&P 500 could fall as much as 26% in the next few months, predicts strategists at Morgan Stanley, according to an article in Bloomberg. Even if the economy avoids…
Bridgewater’s Dalio Gets Billions To Retire
Ray Dalio, multibillionaire and founder of Bridgewater Associates—the largest hedge fund in the world—retired in October of last year to great fanfare, with much lauding from his and his firm…
“We’re going to hit the brakes very hard,” says Summers
January’s data emphasizes how robust the U.S. economy—and, by extension, inflation— continues to be, in spite of the steep interest rate hikes imposed by the Fed since almost a year…