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Vegas Presentation – The State of the Markets

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Share the post "Vegas Presentation – The State of the Markets"Here’s my talk in Vegas from earlier this month. It’s only 30 minutes but I think I covered a good bit of ground including:The passive investing craze.The importance of diversification in global asset allocation.Navigating high equity valuations.Why the aggregate bond index is imperfect.Why you should extend your duration in a bond portfolio.Why the Fed’s balance sheet reduction is overblown.This was a fun talk and I think people enjoyed it. I hope you do too. If you have questions pop over to the forum and let me know.[embedded content]Share the post "Vegas Presentation – The State of the Markets" Did you have a comment or question about this post, finance, economics or your love life? Feel free to use the discussion forum

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Here’s my talk in Vegas from earlier this month. It’s only 30 minutes but I think I covered a good bit of ground including:

  • The passive investing craze.
  • The importance of diversification in global asset allocation.
  • Navigating high equity valuations.
  • Why the aggregate bond index is imperfect.
  • Why you should extend your duration in a bond portfolio.
  • Why the Fed’s balance sheet reduction is overblown.

This was a fun talk and I think people enjoyed it. I hope you do too. If you have questions pop over to the forum and let me know.

Cullen Roche
Former mail delivery boy turned multi-asset investment manager, author, Ironman & chicken farmer. Probably should have stayed with mail delivery....

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