Squared Conversation
Timestamps
What Happened Last Week – 00:17
What’s Happening Next Week – 2:43
Squared Portfolio Update
Squared Comments
Squared Conversation
Timestamps
What Happened Last Week – 00:17
What’s Happening Next Week – 2:43
Squared Portfolio Update
Squared Comments
8 Responses
This was an excellent chat, with each providing a compare/contrast perspective.
The takeaways are much richer as a result.
And then the table, so useful.
Thks N & A & B !
agreed
Agreed too! Nice seeing you’re both excited about this big event and trading it.
In the video, you mention a 3-6% equity rise in the case of a blue sweep. The chart says 3-4%. Which is the correct estimate?
Red sweep, you mean. I think 3-4%, Andy thinks more…pick your poison.
Writing after “red wave” election results.
Does it make sense to include TIPS (and may be UK inflation linkers) into portfolio? If not now when?
Around 2.25% real would be first area that it makes sense.
https://fred.stlouisfed.org/series/DFII10
Late question: What was your thinking behind selecting IYT? (I’ve heard elsewhere that the industry vertical is starting a cyclical downswing.)