Time to Rethink the 60/40 Portfolio: Quadratic's Davis

The video discusses the current economic challenges, highlighting low consumer sentiment and inflation's impact on businesses. It explores investment strategies, questioning the effectiveness of policy rate hikes and suggesting a reevaluation of traditional portfolios. The importance of diversifying fixed income investments away from corporate bonds is emphasized.

What is the speaker's perspective on investing in beaten down stocks?

Why does the speaker believe it's time to diversify on the fixed income side?