Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More
Two Quants and a Financial PlannerJanuary 29, 202401:05:48

Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More

In our first "Fact of Fiction" episode, we tackle some of the questions we have been asked or have seen out in the world recently. We discuss whether stocks and bonds are sufficient in a portfolio, retirement planning, factor investing, whether an AI driven bubble could be coming. why there wasn't a #1 rap song in 2023 and a lot more.

00:00 - Intro
02:11 - Fact or Fiction: Do stocks and bonds offer sufficient diversification?
08:34 - Fact or Fiction: There is a greater than 25% chance of an AI driven bubble bigger than the dotcom bubble
17:54 - Fact or Fiction:: AI will replace traditional financial advisors
26:33 - Fact or Fiction: Dave Ramsey's 8% withdrawal rate make sense
37:40 - Fact or Fiction: The rise of hedge fund type strategies available in the ETF wrapper is good for investors
42:29 - Fact or Fiction: The average investor should use factor-based strategies
50:54 - Fact of Fiction: Factor's that have an economic rationale work better than data-mined factors

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