Draho: 60-40 Is Not Dead

The video discusses the historical success and current challenges of the 60/40 investment portfolio, emphasizing the impact of inflation and interest rates. It explores the barbell strategy in asset allocation, the significance of Fed meetings, and the potential for over-diversification in portfolios. The discussion highlights the importance of diversification and the need to adapt strategies in response to economic changes.

What are the challenges associated with the 6040 portfolio in the current market environment?

How does the barbell strategy relate to asset allocation in retirement planning?

What factors could lead to increased bond volatility according to the discussion?

In what ways can commodities serve as a diversification strategy in investment portfolios?

What are the implications of over-diversification in investment portfolios?