Investor Q&A | Going to Cash, Laddering Bonds, International Diversification, Narrow Leadership

In this episode, we tackle some of the questions we have been hearing from investors in recent weeks. We discuss the desire to move into short-term bonds, whether a laddered bond portfolio can sustain a 4% withdrawal rate, the potential opportunity in international stocks, residential real estate and a lot more.

03:04 – Should investors move into short-term bonds given the current 5% yields?
09:36 – All financial plans will be tested by unforeseen circumstances
11:11 – Can a laddered bond portfolio be created given current yields to sustain a 4% withdrawal rate?
15:47 – Which type of inflation regimes produce the highest long-term returns?
22:32 – Evaluating the potential opportunity in international stocks
28:20 – The shift from capital to labor
36:07 – Dissecting the narrow market leadership
45:42 – The supply constrained housing market
50:23 – Episode summary

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Originally Posted October 9, 2023 – Investor Q&A | Going to Cash, Laddering Bonds, International Diversification, Narrow Leadership

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2 thoughts on “Investor Q&A | Going to Cash, Laddering Bonds, International Diversification, Narrow Leadership”

Anonymous says:

October 10, 2023 at 8:14 pm

transcribe. not interested in video/audio

Reply
- Interactive Brokers says:
  
  November 6, 2023 at 2:47 pm
  
  Hi Anonymous, unfortunately there is no transcript for this podcast/ video. We appreciate your interest in creating a transcript and have passed on your recommendation to the appropriate team.
  
  Reply