Vegas Presentation – The State of the Markets

Here’s my talk in Vegas from earlier this month. It’s only 30 minutes but I think I covered a good bit of ground including:

• The passive investing craze.
• The importance of diversification in global asset allocation.
• Navigating high equity valuations.
• Why the aggregate bond index is imperfect.
• Why you should extend your duration in a bond portfolio.
• Why the Fed’s balance sheet reduction is overblown.

This was a fun talk and I think people enjoyed it. I hope you do too. If you have questions pop over to the forum and let me know.

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About Post Author

Cullen Roche

Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds. Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances. He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.

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