Bailin: I'm Back in Love With the 60-40 Portfolio

The video discusses the 6040 investment strategy, emphasizing the importance of medium duration bonds and the potential for higher yields in emerging markets and private credit. It highlights the need for diversification in investment portfolios, considering global markets like China, and being forward-looking in portfolio construction. The video also stresses the importance of evaluating the value of investments and preparing for economic recovery.

How does David Bayland view the recovery in 2024?

What is the significance of construction and diversification in investment according to David Bayland?