A fresh take on the 60/40 portfolio debate and why the death of this strategy may be greatly exaggerated
How to interpret market breadth and retail sentiment through new indicators like inverse ETF volume
Why Treasury actions may be just as important as Fed policy in today's markets
The critical relationship between bond yields, supply/demand dynamics, and what it means for investors
Practical insights on AI's impact on productivity and investment research
Why certain market indicators that worked in the past may need updating for today's environment
Warren and Fernando bring data-driven, original analysis to these topics, offering viewers a unique perspective that goes beyond traditional market commentary. Whether you're an investment professional or individual investor, this episode provides actionable insights on current market dynamics and evolving investment frameworks.
0:00 - Introduction
1:00 - Is the 60/40 Portfolio Really Dead?
5:13 - Fernando on Portfolio Construction in the New Regime
11:04 - Retail Sentiment: A New Way to Measure Using Inverse ETF Volume
14:15 - Bond Yields: Why Speed Matters More Than Levels
19:08 - Seasonality in Markets: The December/January Effect
23:00 - The Treasury's Growing Importance in Markets
34:15 - Supply vs Demand: What's Really Driving Bond Yields?
42:56 - Market Breadth and the Mag 7 vs "The Other 493"
54:16 - AI's Impact on Investment Research and Productivity
59:35 - Practical Applications of AI in Investment Analysis
1:03:00 - Closing Thoughts
#investing #markets #financialanalysis #marketresearch #investing2024 #bonds #AI #investing
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