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

Posted October 10, 2023 at 10:15 am
Validea Capital Management

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.

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  • 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

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

    transcribe. not interested in video/audio

    • Interactive Brokers

      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.

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This material is from Validea Capital Management and is being posted with its permission. The views expressed in this material are solely those of the author and/or Validea Capital Management and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

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