Here’s the first batch of answers from the Ask Me Anything. We covered a lot of ground in here including my view on factor investing, the FIRE movement, asset allocation in retirement, how bonds work and Fed policy.
I hope you enjoy this and if you do please like and subscribe to the YouTube channel and we’ll do more videos in the future. If you have another question feel free to leave it here and we’ll answer it in Part 2.
00:05 What has caused stocks/bonds to become correlated?
02:14 Could we experience negative rates this year?
03:45 Would you take the job as Fed Chief?
05:02 Can you recommend books to learn macro?
07:45 Can you explain constant maturity bond funds?
09:55 What is bond duration?
12:23 Will the next 40 years of stock performance look like