logo
episode-header-image
Aug 2025
14m 48s

This Classic Investment Strategy Is Stil...

MORNINGSTAR
About this episode
A look at the 60/40 portfolio performance this year and whether another strategy is better. 
Up next
Apr 24
Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?
What’s fueling Wall Street’s optimism? While geopolitical tensions between the US and Iran are dominating headlines, US stocks recently hit an all-time high. The global oil shock is just one major disruption to rattle investors before receding this year. The enthusiasm for the ar ... Show More
16m 34s
Apr 17
Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top
Vanguard redefined investor-first for the better, and it’s aiming to maintain that reputation. Vanguard revolutionized passive investing when it created the first retail index fund. The behemoth asset manager continues to attract swells of everyday investors and money with headli ... Show More
22m 13s
Apr 10
Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?
Will Vanguard’s next 50 years live up to its first half century? The popular investment firm counts millions of everyday investors among its clients. Vanguard CEO Salim Ramji joined the firm from its rival, BlackRock. Ramji is influencing Vanguard’s direction while keeping the ov ... Show More
16m 8s
Recommended Episodes
Jan 2025
2025 State of the Stock Market | Brian Feroldi
The top 10 companies in the S&P 500 now control 39% of the entire index—an all-time high. Brad Barrett sits down with Brian Feroldi, ChooseFI's go-to stock market expert, to break down what 2024's 25% gain really means and whether investors should expect the same in 2025. Review ... Show More
40m 3s
May 2025
Warren Buffett’s Real Estate vs. Stocks Strategy & Thoughts on Bitcoin
<p><span>In this enlightening clip, join Rashad Bilal, Troy Millings, and Ian Dunlap as they break down Warren Buffett’s investment preferences and debate the classic question: stocks or real estate? The trio dives into public records showing Buffett famously owns just one home a ... Show More
10m 11s
May 2020
What the Market Crash Says About How Investing Works
We’ve seen a huge market crash this year and a number of firms reporting portfolio losses. So why were so many big investors crowded into the same trades, and what does it say about investing as a whole? Should investors be playing up to their competitive advantage, or following ... Show More
43m 14s
Jan 2021
SI125: Will the FED always prevent prolonged market crashes ft. Mark Rzepczynski
Mark Rzepczynski joins us today to discuss the Gamestop short-squeeze, democratisation of the investment industry, the increasing expectation among investors that the Federal Reserve will always prevent prolonged market crashes, the 3 main ingredients for a market bubble, whether ... Show More
1h 19m
Mar 2025
We reveal our 2025 investment performance - here's the strategy that works
It’s been an uncertain start to 2025, but how have our portfolios performed so far? In this episode, we break down our real portfolio results, what’s working, what’s not, and the simple investing strategies that have helped us stay on track. Also in this episode; Listener Jenny w ... Show More
15m 57s
Mar 2025
108: How We're Approaching Volatility in 2025
<p>2025 has been a volatile year thus far, as we had predicted months ago. The good news is there are a ton of different ways to position yourself to take advantage of this volatility. </p><p>NEOS Investments&#39; ETFs, specifically QQQH, has a built in &quot;hedge&quot; for down ... Show More
56m 28s
Oct 2024
8 Dividend Stocks You Can't Ignore in 2025
tail spinning
9m 32s
Oct 2023
Duration Remains Unattractive, Says Veteran High Yield Bond Investor
On todays episode, Craig Manchuck Vice President & Portfolio Manager at Osterweis joins the show for a discussion on the end of the zero interest rate era.  We deep dive into the bond market sell-off over the past 3 years, where to find opportunities in the bond market & the ris ... Show More
1h 12m
Apr 2019
Your Cheat Sheet For Smarter Investing
Investing doesn't have to be hard. We explain how to grow a nice nest egg and avoid that four-letter word that starts with F ... fees. Here's what to remember:- Don't pick your own stocks. - Don't sell stocks if the market crashes.- Diversify your portfolio. - Don't pay too much ... Show More
21m 38s