Vegas Presentation – The State Of The Markets -

Vegas Presentation – The State Of The Markets

Here’s my talk in Vegas from earlier this month. It’s only 30 minutes but 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.

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Trick Or Treat Markets USD/CAD Forecast Oct. 30 – Nov. 3 2017