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Jul 29, 2020

For decades, a straight-forward portfolio allocation of 60% stocks and 40% bonds has been incredibly successful from both a return and risk management perspective. Simon looks at the same model in light of today's all-time lows in bond yields and stretched stock valuations to see if it is still likely to work. Simon...


Jul 26, 2020

Many are asking "how is the market so disconnected from today's economy?", but the market is making big bets of a handful of assumptions. They're so important, that they better come through. On today's show, we review what's already priced in and discuss the risks.


Jul 22, 2020

David discusses the current economic environment and delves into the pros and cons of investment properties.


Jul 19, 2020

Simon discusses the incredible dominance of a small number of mostly Technology companies in the S&P 500. He looks at the historical precedents of the Dot-Com and "Nifty-Fifty" bubbles and offers some lessons to incorporate going forward. He also looks at the merits of gold as an investment both on a standalone basis...


Jul 16, 2020

More money comes into the markets, as investors confront their fears of missing out. However, we're also getting encouraging signs from science and the banks. Pay your taxes today and invest for tomorrow (or next year's earnings).