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A Spectacularly Underappreciated 15 Years

The Big Picture

Chart above is from March 2009, but that’s cheating) Compare this to the average 15-year return periods over the past century, which generated ~8.7%. In October 2009, I called the move off the lows The Most Hated Rally in Wall Street History. See also Lazy Portfolios rolling returns.

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At the Money: Matt Hougan on Crypto Technology

The Big Picture

Fulltranscript below. ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. To help us unpack this and what it means for your portfolio, let’s bring in Matt Hougan.

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At the Money: Meb Faber on Tax Aware ETFs

The Big Picture

But suddenly they find themselves sitting on an uncomfortably large percentage of their portfolio in a single name. To help us unpack all of this and what it means for your portfolio Let’s bring in Meb Faber He’s the founder and chief investment officer of Cambria. Perhaps they have some founder stock from a startup.

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Build a Resilient Investment Strategy With The All Weather Portfolio

Validea

Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. The portfolio allocates across U.S. equities, gold, commodities, and long-duration and intermediate-term Treasury bonds.

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Are Bonds Safe During a Recession or Market Crash?

Darrow Wealth Management

During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. The returns are normalized total returns of various bond indices during the 2008 -2009 financial crisis. However, by the end of the year, risk assets were back in favor.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Jenison launched way back in 1969 as a growth equity shop.

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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

She runs their private internal fund, about $108 billion that she manages primarily in fixed income, private credit, a variety of other assets. And then I moved to San Francisco after business school and was again, quite focused on the private equity space Right before 2009, I felt I was ready to do something else.