#166 - Radio Show - Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k)

48 minutes

Episode 166 has a radio show format. We cover a variety of topics, even Meb’s investment portfolio:

Bonds, stocks, and valuation

  • A Tweet from Movement Capital showing the various phases on 10-Yr Treasury return. Annualized Real total return from 1-1926 to 9-1981 was flat. 9-1981 to 1-2013 annualized a real return of 6.67%. Those two periods aren’t captured in the total real return from 1-1926 to 9-1981 of 2.38%.
  • Negative yielding bonds, and the case for investing in them.
  • From strategies outlined in the Global Asset Allocation book: The average yearly spread between the best and worst performing strategies was 18%. From 1973-2018, the spread between the best and worst performers was 2%.
  • Emerging and foreign developed stock markets remain inexpensive relative to US stocks.

 

There’s this and plenty more in episode 166.

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Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
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Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56